Account Admin Permissions

As an essential component of managing your InCheq account, the Account Admin role holds significant responsibilities and access privileges. Here's a comprehensive overview of the Account Admin role and its associated permissions:

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Account Admin Responsibilities

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• Manage Account and Billing Information: oversee account details, including managing billing information and the subscription level of the organisation.
• Edit Organisation Information and Data: update organisational information and data within the InCheq platform.
• Add and Edit Administrators: manage the user ecosystem by adding and editing other administrators, ensuring the right individuals have access to the platform.
• Edit Administrator Permissions: tailor permissions for other administrators, ensuring access aligns with job roles and responsibilities.
• View, Manage, and Edit Employee Data: comprehensive access to the employee database, enabling them to oversee and maintain accuracy in employee records.
• Deploy, Manage, and Edit Surveys: deploy, manage, and edit surveys within the platform, facilitating data collection and analysis.
• View Survey Results: view survey results, accessing insights into organisational trends and areas for improvement.
• Access, Edit, and Export Reports: authority to access, edit, and export reports, enabling them to generate valuable insights for decision-making.
• Edit and Manage Recommendations: review, modify, and manage recommendations derived from survey data, ensuring actionable insights are effectively implemented.
• Participate in Surveys: can actively participate in surveys, contributing to data collection.

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Add an Account Admin

1. Sign in to app.incheq.co 
2. Click Account button
3. Navigate to the User & Permissions tab
4. Click Add User button
5. Enter the user's details including name, phone number, and email address
6. Select Account Admin from the Role drop down menu
7. Click Save and Exit

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Change Permissions & Access

1. Click Account button
2. Navigate to the User & Permissions tab
3. Locate the user using the search bar function
4. Click the ellipses ••• next to the user you are updating
5. Click Edit User
6. Select a different permission level from the Role drop down menu
7. Click Save and Exit

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Remove an Account Admin

1. Click Account button
2. Navigate to the User & Permissions tab
3. Locate the user using the search bar function
4. Click the ellipses ••• next to the user
5. Click Remove User‍
6. Confirm the action by clicking Remove

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