Add a Cohort Category Admin

This article applies to the following role permissions: ConexED Administrator

As a ConexED Administrator, you have the ability to designate a Cohort Category Admin. This feature allows you to restrict the visibility of a specific Cohort Category and its associated individual Cohorts to the assigned Cohort Admin. 

 

Add a Cohort Category Admin

  1. Navigate to the Cohort Admin Center by clicking on the CRM & Cohorts Center dropdown located on the left side navigation bar. This will redirect you to the Cohorts page where you can access and manage your Cohorts.Cohorts page - nav-png

  2. Click on the pencil icon next to the name of the desired Cohort Category Edit Cohort Category-png

  3. From the Edit Cohort Category popup, enter a user's name or email into the "Add Cohort Category Section". Click Update to save and apply your changes.

Add Cohort Category Admin (2)

Note: Users can only be added as a Cohort Category Admin if they are a Group Manager, Department Directors, or ConexED Administrator role

 

After adding a Cohort Category Admin, only the Cohort Category Admin themselves or a ConexED Administrator will have the ability to view or make changes to the specific Cohort Category and all the related individual Cohorts. 

 

ConexED Administrators also have the option to add multiple Cohort Category Admins and easily remove a Cohort Category Admin from the Edit Cohort Category popup.

Edit Cohort Category (2)