You can manage your administrator's permissions, or access to Cobot, under Setup » Administrators » Edit.

This is helpful if you have people who need access only to certain sections of Cobot, such as front desk staff, interns or community managers. By limiting permissions, your staff can work more efficiently within Cobot.

You can revoke 'viewing' permissions, which will hide the respective sections from that admin, as well as 'editing' permissions, which will allow them to see that section but prevent them from making changes.

Important Things To Note:

  • All Administrators, by default, will have full 'view' and 'edit' permissions when they are added.

  • When you allow an admin to 'edit' the 'Administrators' permissions, they will be able to turn back on 'view' and 'edit' permissions for themselves for all other categories.

  • Admin permissions also extend to the API. Certain add-ons may not work with some permissions revoked.

Email Notifications

Cobot sends a number of notifications to you and other administrators when specific actions take place.

1. New help desk issue - this is sent when members submit an issue to the Help Desk from their member portal.

2. Problem with a member’s payment - this applies to a number of emails; payment permanently failed, payment canceled, pending authentication and any other email sent when their is an issue with a members automated payment method.

3. Membership canceled - this is sent when a member cancels their membership from their member portal.

4. Member connected - this is sent when a member connects to their member portal for the first time. Only applicable when the admin manually adds the member and sends a connect email.

5. New member - this is sent when a new member signs themselves up via your Signup Page.

You can edit your profile settings so you do not receive some, or all of these notifications. Click on your account icon in the top right hand corner of the page » Admin Profile Settings:

Just de-select the emails you do not wish to receive » save and you are all set!

Have you checked out your email templates yet? These are automatically sent to your members and you can customize them by going to Customize » Emails.

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