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Settings & Administration

How to add and manage administrators

Version 1 · Updated 22 Jun 2026

How to add and manage administrators

1Open Settings → Users. Click New User to invite an administrator and set their email, name and roles.
2Each user has one or more roles — Admin, Accountant, Teller, Loan Officer, Credit Committee — which decide what they can access.
3Use a user’s row menu to edit their roles, or activate / deactivate them.
How to add and manage administrators

Invite staff and control what they can do with roles in CAMS.

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Summary

Add new administrators, set their role, and update or deactivate existing admins from the User Management screen.

Each admin's role controls what they can see and do in CAMS.

About 5 minutes · 6 steps.

Prerequisites

  • An admin login that can open Settings and reach the Users screen.
  • The new admin's email address, full name, and phone number ready.
  • The role you want to give them, so you know what access they need.

Step-by-step

  1. Sign in to CAMS Admin. If you are not sure how, see How to sign in and navigate CAMS Admin.
  2. In the left menu, open Settings and click Users. The User Management screen opens. It lists every admin with their Email Address, Full Name, Phone Number, Status, and Role Name.

Figure 1: The User Management screen listing administrators with their Email Address, Full Name, Phone Number, Status and Role Name, and the New User button

  1. To add an admin, click New User. The Add User form opens.

Figure 2: The Add User form starting with the Email Address field

  1. Fill in the form, starting with Email Address. Add the full name and phone number, then pick the Role. The role decides what the admin can see and do. Click save to create the admin.
  2. To manage an existing admin, click their row in the table. You can edit their details, change their Role, or change their Status between active and inactive.
  3. To stop someone from signing in, set their Status to inactive. To give access back, set it to active again.

Common pitfalls & FAQ

  • What does the role do? The role controls what each admin can see and do. Give a new admin the role that matches their job, no more.
  • How do I remove an admin? You do not need to delete them. Open their row and set the Status to inactive. They can no longer sign in, and their record stays for your records.
  • Can I change someone's role later? Yes. Click their row, pick a new Role, and save. The change takes effect the next time they sign in.
  • The email address is already in use. Each admin needs a unique email. If you see this, the person may already have an account. Check the list first.
  • Where do I reset a password? Open the admin's row to update their access. Ask the person to sign out and back in after any access change.

Also called: users, admin accounts, user management, staff access, manage admins, roles.