“Support Administrators” are designated employees who can create cases in CentralReach Community to receive help from the CentralReach Support Team. Each organizational account can have 2 Support Administrators.
To set up a new Support Administrator:
- Ensure the employee has a valid, personal email address located in My Profile > Basics > E-mail section of their profile. This enables the employee to receive CentralReach support email updates.
- Navigate to the Tasks module and select Task and Support Settings
- Click the employee name to expand their settings
- Select Yes under the “Is a support administrator?” setting
- Navigate to community.centralreach.com. Either request access (if you cannot login), or log in and Open a Case > Reason > Request Community Access.
To remove/replace a support administrator:
- Navigate to the Tasks module and select Support Admin Settings
- Click the employee name to expand their settings
- Select No under the “Is a support administrator?” setting, or click the trash can icon to remove the individual from Support entirely.
- If adding another staff as a support administrator, first be sure they have a valid, personal email address in their employee profile.
- Click the Add support contact search bar and search for the employee that needs to be added as a support administrator.
- Click the employee name to expand their settings
- Select Yes under the “Is a support administrator?:” setting
- Navigate to community.centralreach.com.
- If you have a valid login, Open a Case > Reason > Add/Update User information. Include the new (and old) Support Administrator’s full name and individual email.
- If you do not have a valid login, click Request Community Access and fill out the form.
To update a support administrator’s email address or name:
- Update the name or address located in My Profile > Basics > E-mail. This enables the employee to receive support email updates from CentralReach Community.
- Navigate to community.centralreach.com.
- If you have a valid login, Open a Case > Reason > Add/Update User information. Include the administrator’s full name and individual email address.
- If you do not have a valid login, click Request Community Access and fill out the form.