Team Management

Page Header: "Admin Management - Invite and manage administrators for your organization"

Invite and manage staff access to your organization.

Note: This page is only accessible to Organization owner users. Invited admins cannot access this page.


Inviting New Staff

  1. Go to Admin Management in the sidebar

  2. Click Invite Administrator

  3. Fill in the form:

Field
Required
Description

Administrator Email

Yes

Email address of the person to invite

Shelters to Manage

Yes

Checkboxes to select which shelters they can access

  1. Click Send Invitation

The invited person receives an email with:

  • Instructions to sign in with Advocate

  • A unique access code to redeem

  • Expiration notice (invitations expire in 7 days)


Pending Invitations

View all invitations that haven't been redeemed yet.

Column
Description

Email

Invited person's email

Shelters

Which shelters they'll have access to

Status

Badge showing invitation state

Expires

When the invitation will expire

Actions

Available actions

Invitation Status

Status
Color
Meaning

Pending

Yellow

Awaiting redemption

Redeemed

Green

User has claimed the invitation

Expired

Gray

Invitation is no longer valid

Cancelled

Red

Invitation was revoked

Available Actions

Action
Description

Copy Access Code

Copy the code to clipboard

Resend Email

Send the invitation email again

Cancel

Revoke the pending invitation


Current Administrators

View all active administrators for your organization.

Column
Description

Administrator

Name of the admin

Email

Their email address

Shelters

Which shelters they manage

Status

Always shows "Active" (green badge)

Actions

Revoke Access button


Revoking Access

  1. Find the administrator in the Current Administrators table

  2. Click Revoke Access

  3. Confirm the action

They'll immediately lose access to your organization.


Admin Role Information

The page includes an info card explaining permissions:

Organization Users (Owners)

  • Full access to all organization features

  • Can invite and manage other administrators

  • Can access Admin Management page

Invited Admins

  • Access limited to assigned shelters

  • Cannot invite other administrators

  • Cannot access Admin Management page

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