Add extra Admins to agency account

June 24, 2020
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How to Set a User as an Admin and Promote to Super Admin

If you need to give someone access to manage your SaveTrees account, you can make them an Admin, and if needed, promote them to Super Admin. Here's how to do both.

Add a New User

  1. Go to the Users section in the left-hand menu.

  2. Click “Add user” in the top-right corner.

  3. Enter their full name, email address, and phone number (recommended). You can leave the reference field blank if it's not needed.

  4. Click Add user.

They will now appear in your user list, but won’t have admin access yet.

How to make a user an agency administrator

πŸ”Ό How to promote a user to Admin and then Super admin

Need to give someone full control of your SaveTrees account? Here’s how to upgrade an admin to super admin.

Make user an Admin

1. From the Users list, find the person you just added and click into their User detail page. You can do this by clicking anywhere on their row. 

2. On the User detail screen, click “Setup user as admin”.

3. A panel will appear explaining what admin access includes. Click “Accept and invite”.

How to make a user an agency administrator

Your new admin will now receive an email inviting them to the system. They just need to follow the link and set their password and then they are in with their new admin role.

How to make a user an agency administrator

Promote user to Super Admin (Optional)

If you want this person to also be able to manage other admins and handle top-level settings (like billing):

  1. Go back to their user profile from the Users list.

  2. Click “Promote to super admin”.

  3. A confirmation panel will appear. Click “Promote to super admin” to confirm.

⚠️ Super admins can remove other super admins - including you - so only grant this level if you fully trust the user.

How to make a user an agency administrator

πŸ” Quick Summary: Admin levels and Settings permissions

Here’s a breakdown of what settings can be changed by admins

Setting Admin Super Admin
Company    
Agency name ❌ No βœ… Yes
SaveTrees system URL ❌ No βœ… Yes
Your company URL βœ… Yes βœ… Yes
Terminology used for ‘workers’ βœ… Yes βœ… Yes
Branding    
Update company colours and logos βœ… Yes βœ… Yes
Email    
Approved timesheet forwarding email address βœ… Yes βœ… Yes
Response address for system emails βœ… Yes βœ… Yes
Documents    
Turn document feature on/off ❌ No βœ… Yes
Beta Features    
Enable or disable beta access βœ… Yes βœ… Yes
Timesheets    
Show timesheets by start/end of period βœ… Yes βœ… Yes
Change which day the timesheet week starts βœ… Yes βœ… Yes
Switch between clock time and decimals βœ… Yes βœ… Yes
Apply or remove default timesheet settings βœ… Yes βœ… Yes
Add or remove timesheet templates βœ… Yes βœ… Yes

πŸ”» How to Demote or Remove an Admin

Whether someone’s role needs to change or you just want to tidy up access, here’s how to manage admin permissions safely.

Demoting a Super Admin

If someone no longer needs top-level access, you can easily scale them back to a standard admin:

  1. Head to the Users section.

  2. Find the super admin in the list and open their User detail page.

  3. Click “Demote to standard administrator”.

That’s it - they’ll now have regular admin permissions, and they won’t be notified about the change.

How to make a user an agency administrator

Disabling an Admin

To remove admin rights completely:

  1. Go to the user's profile via the Users list.

  2. Click “Disable admin”.

They’ll immediately lose admin access - and again, they won’t get a notification.

Tip!

Even if they’re currently logged in, disabling an admin kicks them out of that role straight away. So if a system admin ever goes rogue or makes changes they shouldn’t, you can cut off their access instantly.
How to make a user an agency administrator

This help article was last updated on July 31, 2025

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