Grant Administrator Role

About

Accountability Policy contacts by default are limited to only read-only access (Reviewer).

Learn more about the Accountability system:

• Essential Concepts: Accountability.
• Reference: Accountability

Grant Administrator Role

When a Company is assigned to a Reviewer Accountability Policy, the Company Owner contacts have the ability to grant the Administrator Role to an Accountability Contact, enabling them to make changes to their account settings. To do this:

1. In the DrawBridge Console, click Accounts on the right sidebar, then click Companies
2. In your Company record, click the Contacts
3. Click the Add Company Staff Relationship button
4. In the popup window, select the existing Person (associated with the Accountability Policy), and assign a Relationship, for example, by selecting General Contact. Then click Next
5. In the Reports part of the popup window, toggle the communication preferences for this contact. Then click Next
6. In the Save part of the popup window, click Validate & Save

That's it! This Accountability Contact will now have administrative access on your DrawBridge account.