Adding a Business Account Administrator

Adding an administrator to a Springly Business Account involves several steps.

• Step 1: Request to add an administrator
• Step 2: Get approval from a main platform administrator
• Step 3: Create the user account
• Step 4: Verify the user's identity
• Step 5: Resolve data conflicts
• Step 6: Account active

Step 1: Request to add an administrator

To do this, go to the Administrators page of your Springly platform. There are two ways to have access to the Business Account:

• As a primary administrator
• As an administrator with the Business Account role

To learn more about managing Springly administrators, please refer to the dedicated article.

Step 2: Get approval from a main platform administrator

Once the add request has been submitted, one of the main platform administrators must give their consent through the dedicated page.

Step 3: Create the user account

An email is automatically sent to the added administrator after Step 2.

If needed, the main organization's administrator can resend this email from the same page.

By clicking the link in this email, the user will be prompted to create a user account with our partner Swan. To learn more about this process, please refer to the dedicated help center article.

Note: If the administrator already has a user account with our partner Swan, they will be automatically redirected to Step 4 if they have not yet verified their identity, or to Step 6.

Step 4: Verify the user's identity

After creating their user account with our partner Swan, the administrator must verify their identity.

To learn more, please refer to the dedicated help center article.

Step 5: Resolve data conflicts

If the information provided by the administrator during Steps 3 and 4 does not match what was submitted in Step 1, the Legal Representative will need to confirm the administrator's access to the Business Account.

Important: if the administrator does not match, do not accept them. Instead, revoke their access rights from the Administrators page.

Step 6: Account active

All set! The administrator now has access to the Springly Business Account.