OfficeRnD Flex allows you to add teammates as administrators so they can help manage your organization's settings, members, and operations. You can assign custom roles, define access per location, and choose whether each admin can view or edit data.
Adding admins ensures smooth delegation of tasks, improves security, and supports multi-location operations with flexible role-based access.
By the end of this article, you'll be able to add admin users, assign appropriate permissions, and manage admin access across locations.
Summary
Admin users are added in Settings > Account Details > Admin Users.
You can invite an existing member or create a new one.
Assign a role, set location access, and choose a job function.
Use secondary roles for flexible permissions across multiple locations.
Add a new admin user to the Admin Portal
To a new user with access to the Admin Portal:
Open the Flex Admin Portal and go to Settings > Account Details > Admin Users.
Click Add Admin User to open the Add Admin User dialog.
Add or select the member
In the Add Admin User dialog, start by selecting an existing member or adding a new one:
Select an existing member of a company in your organization.
Click Add New to create a new member and enter:
Full name
Email address
Phone number
Then click Add.
If the selected member already has access to the Member Portal, you must first remove that access before adding them as admin users. After they receive Admin Portal access, you can give them access to the Member Portal too.
To remove Member Portal access:
Go to Operations > Members.
Find and open the member's profile.
Turn off Member Portal Access.
Assign a role
Select a role that defines what the admin can do in the Admin Portal.
Each role comes with predefined permissions. Learn more about the permissions of each role →
You can also create custom roles tailored to specific responsibilities. Add custom admin roles →
Set location access
Choose which locations the admin role applies to:
All locations (default), or
Selected locations only.
If you choose specific locations, you can assign a secondary role for the other locations.
This is useful for managing access across multiple locations. For example, a community manager may have editing rights at their primary location and view-only access at others, allowing them to see member bases across locations.
This setup allows team members to have a specific role for one or a few locations while still being able to access information from other locations without the ability to make changes. Learn more about adding and using secondary roles →
Choose a job function
Select the admin's Job Function. If the role isn't listed, select Other and manually enter the job title.
Send the invitation
After you have configured all settings, click Invite to send an email invitation to the person.
The invited admin will receive a link to log in and access the Admin Portal with the assigned permissions. The link is valid for 72 hours. After it expires, you must send a new one.
FAQ: Admin users and roles in OfficeRnD Flex
Can I make any member an admin?
Can I make any member an admin?
Yes, but if the member already has Member Portal access, you must first remove it from their profile before giving them admin access.
What is the difference between a primary and secondary role?
What is the difference between a primary and secondary role?
A primary role applies to selected locations. A secondary role can be added to grant additional or limited access to other locations, such as view-only rights.
Can I invite someone who is not yet in my OfficeRnD account?
Can I invite someone who is not yet in my OfficeRnD account?
Yes. In the Add Admin User dialog, click Add New to create a new member, then invite them as an admin.
Do I have to assign a job function?
Do I have to assign a job function?
Yes. If the appropriate job function isn't listed, select "Other" and enter the title manually.
What happens after I send the invite?
What happens after I send the invite?
The new admin will receive an email with a link to join the Admin Portal using their assigned role and access level.