Setting Administrator Permissions on All Programs

Change another administrator’s permissions or role from their profile — you need the Manage users permission to do it

How to Set an Administrator’s Permissions

1. Log into dashboard.pexcard.com

2. Click the “Team Members” tab on the left side

3. Click on the name of the Administrator for whom you wish to edit permissions

   

   Click on the Team Member’s administrator profile to open the profile page

4. Click “Edit Profile” button on the Administrator’s profile

   
5. Select the permissions (check boxes) you want the Administrator to have

   • If your business uses roles, pick a role from the Role dropdown instead, or choose Custom to select permissions one by one. See How to manage roles.
6. Click the blue “Update” button to save changes. Enter your security code if you’re asked for one.

Note:

PEX is not authorized to update administrator permissions. If you can’t change your own permissions or role, ask an administrator with the Manage users permission to update them for you.