Task Manager - How to Manage Admin Portal Access Requests

About This Article

This article discussed admin permission management on the Admin Portal (Reward Manager), including:

• How to manage admin access on your Admin Portal (Reward Manager)
• How permissions are requested for a member
• How to review and manage pending admin access requests within Task Manager
• How to view historical admin access requests

How is Admin Access Managed in your Admin Portal?

For someone to have access to your Programme’s Administration Portal, they have to:

1. Be a member of your programme
2. Have one or more Permissions (Roles) assigned to them

What are the Admin Portal Permissions / Roles

See this guide for a list of all Admin Portal Permissions: Permissions on the Admin Portal (Reward Manager)

Permissions are defined as a set of Roles in our systems.

How Permissions Are Requested for a Member

In order to give Admin access to another member you must have Member Access Control Administrator role. You can then follow the steps:

> In the Members > Browse Member section, navigate to the relevant member

> Use the Options menu to open the relevant Dashboard

> Select the Roles, by ticking the checkbox next to the description

> Confirm

Note: If you are also Permissions Manager, Request and Approval happen at the same time and Permissions are assigned immediately. 

If there is a separate Permissions Manager in place, managing Admin Access Request Approval, then they will be notified via an email notification and an alert on their homepage dashboard and a relevant task will be created for them within the Task Manager.

How to Review and Manage Pending Admin Access Requests

Navigate to Task Manager > Admin Access Requests Task either via the Members menu item or the Homepage shortcut.

See the Admin Portal Homepage Dashboard Guide for more information.

In Task Manager, under Admin Access Requests, you will see a list of pending requests in descending chronological order (newest first). These can be expanded to view more details, including member email, request date as well as the complete list of Roles requested. 

Click Approve or Reject, accordingly:

> You will be asked to confirm your selection:

> A success message appears, the roles are assigned, and the request is removed from the Pending requests list:

Note: If a request is not actioned within 7 days, it will automatically expire and the process will have to be repeated.

Viewing Admin Access Requests History

You can view a list of all historical Admin Access Requests by scrolling down to the Requests History table (which is below the Pending Requests table).

The list appears in chronological descending order. It includes only users that currently exist within our systems (i.e. have not been deleted) and it includes Member details, Roles requested and outcome (Approved, Rejected or Expired).

Note: the list includes all historical requests that have been actioned via the two-step process described above for current Members.

If Request and Approval happened at the same time, then you will be able to see the historical data from April ‘25 onwards.