Need help working on something in Blissbook? There are 3 main ways to add a fellow admin, depending on what they need access to. You can add an admin at the organization level, which will give them admin rights to your organization settings that affect everything in your entire organization, add a teammate to give them access to manage that team’s documents and other assets, and/or add a collaborator to an individual handbook/document.
Add an Admin
To add an Admin at the Organization level, you'll need to be an Org Admin yourself.
If you are, you'll see and can click the "Collaborators" link in the main left-side nav under the ORGANIZATION section. If you aren't an Org Admin, reach out to one on your team and request that they do this step for you.
After you click the "Collaborators" link, click the Add a Collaborator button in the top right side of the screen.
After adding someone by either indicating their email or name, you’ll be asked to specify their role. Read the role-based access control guide for more information.
Org Admin privileges on their own do not grant someone access to any documents within your organization. Someone must be added to a Team, which owns your document(s), or directly to a document in order to gain that access.
Add a Teammate
To give someone access to a Team’s entire library, add a role in the team level. Similar to adding an Org Admin, you'll be asked to choose a role for each Teammate. Read the same Roles help article for more information.
After adding someone as an Org Admin, a side panel will appear where you can assign their Team-level role.
If you don’t want the person to have Org Admin access, select Custom in the Role dropdown instead. From the side panel, you can then customize their permissions or assign a role at the Team level.
Add a Collaborator
If you need help on a single individual handbook/document, add a collaborator. Again, you will be asked to choose a role for each document. Read the Roles help article for more information.
There are 2 ways to do this:
From your HOME screen, click the Share button next to the document/handbook:
In the COLLABORATORS tab, type the name or email of the employee you want to add. In the dropdown on the right side of the search field, select the role you want to assign:
Note: If a document is unlaunched, you can also add collaborators from inside the launch checklist. Click the Sharing button in the top right corner to open the same Sharing drawer as above, and follow the same steps as described above.
Same in the COLLABORATORS link in the main left-side nav under the ORGANIZATION section, once you've added the employee and the side panel appears, you'll see a list of documents. Use the dropdown next to each document to assign their role.:
Once you have added Collaborators, there are two ways to check who they are:
On your HOME page, click the Share button next to each document and switch to "x Collaborators" tab next to Role Assignments:
You can view all collaborators across every document in your organization by navigating to Organization → Collaborators in the left-side nav.
To put it simply, you can check all 3 admin users (org admin, teammate, and collaborator) under ORGANIZATION in the side nav > Collaborators.
Read more about these roles in 3 different levels in our Role-Based Access Control help article.
If you have any further questions, just ask!