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Account Admins: a new Kerika Feature

April 25, 2022Kerika, Team CollaborationAccountKerika

An Account Owners can now designate other members of their Account Team to be Account Admins, which will allow these people to also manage the subscriptions and membership of that account.  This can help where the actual ownership of the Kerika account is someone from outside the user community, like a purchasing department.

Managing Account Admins can be done from the Manage Account screen, by the Account Owner:

Screenshot showing Manage Account screen
Manage Account screen

Once you are in the Manage Users screen, select one of the Team Members on the account:

Screenshot showing Team Members listing

In the Team Member details dialog, select TAKE ACTION:

Screenshot showing Team Member Detail Dialog

And select Make this user an Account Admin:

Screenshot showing role options

There’s a confirmation step, since Account Admins have tremendous power over the Account:

Screenshot showing Confirmation Step
Confirmation Step

And your new Account Admin is set up:

Screenshot showing an Account Admin has been added
Account Admin Added

An Account Admin can set up other Team Members from that Account to also be Account Admins.

Account Admins have a lot of power over the Account; they can:

  • Access any board
  • Add people to, or remove from, any board
  • Change people’s roles on any board
  • Add people to the Account and buy subscriptions
  • Change the subscription plan

So be careful who you add as an Account Admin!

 

 

About Kerika

Kerika is work management for Lean, Agile and Distributed Teams. View all posts by Kerika →

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