Secondary admins can only be added by the primary admin on the account. The primary admin will be able to restrict access to different parts of the system for each secondary admin they add.

Note that even if a secondary admin has been given full permissions, there are still some things that only the primary admin can do. You can find more details on this here.

Only plans with a 300 member/account limit or higher can create secondary admins.

Step 1: Login as Primary Admin 

Login to MembershipWorks as the primary admin.

Step 2: Locate Secondary Admins Section 

Go to MembershipWorks > Organization Settings and click the Admins link at the top of the page.

If you do not see the Admins link, this means you are not logged in as the primary admin. Only the primary admin is able to add additional admins.

Step 3: Add a New Admin 

Click + Add Secondary Admin.

Step 4: Enter Admins Details 

Enter the secondary admin’s Name and Email and other contact information as needed.

It is important to enter the email address for each admin as they will use that to sign in. Admins can request a password from the system so there is no need to assign one.

Step 5: Set Folder Access

In the next section, select which folders and forms the admin should be allowed to access. The Members folder is selected by default. You can tell it’s selected because it is displayed in green.

If you do not want this admin to be able to access accounts in the Members folder, click on it and click the Remove button in the pop-up window to remove the admin’s access to this folder.

To give the admin access to a folder or form that is not selected, click on the folder or form name and click the Add button in the pop-up window.

Step 6: Setting Feature Access Settings 

Below the list of allowed folders and forms, click the dropdowns to select the levels of access you would like to provide for this admin.

• Events – You can give admins full access to your events or restrict them from the event portion. If you have an event chair you may want to give them access to just your events and no folders or forms. This way they’ll be able to create and manage events but won’t have access to see or change membership details. Don’t forget you can still give members the ability to post events through Event Categories.

• Boards – You can give admins no access or full access to boards (i.e. Job Boards, Announcement Boards, and Classifieds).

• Dashboard – There are 3 choices for dashboard access:

  • No access – You can give no access so that the administrator will not be able to see your financial reporting. This is a great selection for committee chairs that just need to access their committee members.

  • Access full dashboard – The second option is to allow them to see the full dashboard. This setting is perfect for your accountant or treasurer. They will be able to export your financial reports to a spreadsheet or QuickBooks.

  • Access relative to allowed folders – The final option lets them see the dashboard but it will only be populated with information from folders and forms that you have given them permission to access. This may be useful if you are starting a new chapter and only want them to access their information.

• Messages – You choose whether or not to give your admins the ability to send and view messages.

• Labels/Levels – Admins who have admin access to the labels and memberships will be able to create and edit them. This access is great for your membership coordinator as they may need to add or change memberships. However, it may be that admins like committee leaders are better off without this access.

• Templates – You can give access to edit your membership signup, member manage and member admin templates. This is great if you have a developer or employee helping you set up MembershipWorks.

• Discounts – Admins who create events or memberships may also want to create or change your discount codes. You can control whether or not they have access to do this.

Step 7: Save 

Click Save when complete.

Secondary admins do not receive an automatic email after they have been added, so the primary admin will need to contact them and let them know they can request a password and log in at https://membershipworks.com/admin.