Add admins and manage roles & permissions

Kredily uses roles to decide what each person can see and do. Admins grant access; the role determines the screens and actions available.

Roles at a glance

(Exact role names can vary by plan; the principle is the same — access follows the role.)

Give someone admin / extra access

1. Go to Settings → Controls & Permissions (or Roles & Permissions).
2. Find the employee and assign the role/permission you want them to have.
3. Save. The change applies on their next login.

An admin must already be an employee in your directory. To make someone the CEO/owner-level admin or grant a colleague admin rights, assign the appropriate role here — you don't need a separate "external" account.

Common issues

• "Where do I give admin permission to another employee?" — Settings → Controls & Permissions, then assign the role. They must be in the directory first.
• Can the CEO edit anyone's profile? — yes, with an admin-level role; a plain manager only sees their own reportees.
• Access doesn't apply — roles take effect on next login; have them sign out and back in.
• Adding an admin and licensing — admins still occupy a user seat; see Increase your user licenses if you're at your limit.

When to contact support

A role is assigned correctly but the person still can't see the expected screens — raise a ticket with their employee ID and the role you assigned.