How to add and manage administrators

Settings & Administration Updated 14 Aug 2026 Version 1

Summary

Add an administrator, give them the right role, and keep admin access up to date on the User Management screen.

About 4 minutes · 8 steps. Also called: users, admin accounts, staff access, manage admins, roles, permissions.

This lesson opens the CAMS Administration course; everything here lives under Settings. Next come the SACCO policy, holidays, fees and penalties, interest rates, and savings and share products, then money-laundering monitoring and sign-in security.

Prerequisites

  • A CAMS sign-in whose role can open Settings and Users.
  • The new admin's work email, full name, and phone number.
  • The role to give them, set up under Settings → Roles.

Step-by-step

  1. Sign in to CAMS Admin. New to it? See How to sign in and navigate CAMS Admin.
  2. In the left menu, click Settings. The Settings items open underneath. An item shows only when your role carries its permission — true for every screen in this course.
  3. Click Users. The User Management screen lists every admin with their Email Address, Full Name, Phone Number, Status and Role Name.

The User Management screen under Settings, listing each admin's details and status, with the New User button
Figure 1: The User Management screen under Settings, listing each admin's details and status, with the New User button

  1. Search the list first — the person may already have an account. Then click New User.

The Add User form, where you fill in the new admin's Email Address, name and phone number, then pick their Role
Figure 2: The Add User form, where you fill in the new admin's Email Address, name and phone number, then pick their Role

  1. Fill in the Email Address, full name and phone number, plus any branch or access options the form shows. Each admin needs their own work email — the invitation and any later password reset go there.
  2. Pick the Role. It decides what this person can see and change, so give the smallest role that fits the job.
  3. Click Save. The new admin appears on the list.
  4. To change someone later, find their row and open Edit. Update their details, role or Status, then save. If a new admin's invitation never arrived, correct their Email Address the same way.

Warning: Taking a role away can lock someone out of their daily work. Check what the role covers under Settings → Roles first.

Note: Create forms across Settings often run past one screenful. Scroll the whole form before saving — required fields can sit out of view.

Common pitfalls & FAQ

  • I don't see Users under Settings. Your own role lacks the permission. Ask another administrator to widen it.
  • How do I remove someone who has left? Open Edit on their row and set Status to inactive. They can no longer sign in, and their record stays.
  • I changed a role and nothing changed for that user. Ask them to sign out and back in. Permissions do not always refresh mid-session.
  • Where do password and PIN rules live? Organisation-wide controls sit under Settings → General → Security.

Back to course: CAMS Administration