Reach Platform User Roles & Granting Admin Permissions

Reach currently supports four different user roles.

  • Team Member – Any individual you’ve invited to join your organization’s account. 
  • Admin – A user with the ability to manage team members, groups, and assignments. Admins count toward your seat total and must be invited to the platform as a team member first. There is not a limit to the number of admins you can have in your account. 
  • Primary Admin – Also known as the “account owner” or "billing admin", there can only be one primary admin at a time. In addition to standard admin permissions, the primary admin is the only person who can view invoices, manage your annual renewal, and process upgrades.
  • SSO Admin – If your account is SSO-enabled, the primary admin can designate a team member as an SSO admin to setup and manage the single sign-on integration. SSO admins only have access to the SSO page — they cannot manage team members, groups, or assignments. 

You can add as many admins as you’d like! But remember, only one person can be the account owner (defaults to the person who initially signs up for Reach) — they’ll need to handle all billing questions and upgrades.

To add additional admins:

  1. Go to your Admin hub and click “Team,” then “Members.” 
  2. Find the team member that you’d like to give admin permissions to and click on their name.
  3. At the top right of the user details page, click on the dropdown menu next to "Edit Team Member"  and then click "Make Admin"

Screenshot 2023-10-19 at 10.59.41 AM.png

Once they’re an admin, a little crown icon will appear next to their name in the team members list.Screenshot 2023-08-23 at 9.35.15 AM.png  

Transfer Account Ownership

If you need to switch to a new Primary Admin to manage billing and upgrades, email support@paradigmreach.com and we will help you out!