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Admin Portal Accounts: Creating and Configuring Admin Accounts

Jessica Lara
  • Updated

This article explains how to add new staff members to the Admin Portal and the different login configurations available for your school.

⚠️ Important Note: Admin Portal Accounts Page Visibility

Only System Admins have access to the Admin Portal Accounts page (Settings > Portal > Admin Portal Accounts). Other account types, like Admins, Users, and Limited Users, cannot access this page.

In this Article

Add a New Admin User

To get started, navigate to Settings > Portal > Admin Portal Accounts and click + Add a new admin.

Add a new admin account button.png

User Identification

Enter the user's School Email, First Name, and Last Name.

Password & Account Activation

The way your user first accesses the system depends on whether your school has transitioned to the Connected SSO experience:

  • Connected SSO (new): You do not need to set a password. After clicking Save, the new user will go to the admin portal to create an account, set a password, and verify before logging in. Learn more about this process in the article “Log in to Finalsite Enrollment: The connected SSO experience.”
  • Non-SSO (legacy): You must manually enter a temporary password in the Password field and provide it to the user. They will use this for their first login.
  • SSO (legacy): You do not need to set a password. After the account has been created, the user will use either Google or Microsoft SSO (depending on which your school has enabled) to log into their new account.
Add Admin Pop Up for SSO Schools.png

Account Type & Permissions

  • Type: Select the specific level of access to manage system actions within your Finalsite Enrollment site. Visit the article “Admin roles and permissions” to learn more about each account type.
  • (Optional) Permission Group: Select a pre-defined group of permissions created on your Admin Permission Groups page (Settings > Portal > Admin Permission Groups). Visit the article “Managing Admin Permission Groups: Creating New Groups and Adding Users to Them” to learn more. 
  • Permissions: Use the checkboxes to select the new user’s permissions, which control which fields and pages the admin/user can view throughout the system. Visit the article “Admin roles and permissions” for details on what access each permission provides.

Site Access (Supersite vs. Subsite)

If your school is part of a multi-site group (e.g., a District or Diocese):

  • Supersites: When creating an account on a Supersite, use the Schools drop-down menu to assign which school(s) the user will have access to.
    • Select All Schools if the user should be visible on all Subsites.
    • Individually select schools using the checkboxes
    • Uncheck all boxes if they should not have access to any Subsites at that time.
Schools Field when setting up account on Supersite.png
  • Subsites: Users created at the Subsite level are restricted to the specific school site where their account was made.

Important: New Account Communication

When you create a new admin account, the user will not receive any communication to alert them that their account has been created, so be sure to alert new admin users that you've created an account for them. 

If you are not utilizing Connected or Legacy SSO for admin login, be sure to include the password you've set up for them in your communication.

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