Organization Administrator

Your Client Admin determines your role when they create or update your account. System roles are the permissions assigned to accounts. Your role determines what you can view, modify, and manage, as well as defines your access to certain pages and elements in CORES RMS. Access also depends on your organization memberships, organization roles, and file and folder access.

Your role as an Organization Admin means that you can:

  • Access the homepage and the following pages:

    • Notifications, including Sent, Drafts, and Templates

    • Organizations, File Library, and History

    • Accounts and Members

  • Request or discontinue organization membership.

  • Edit or update your profile information

  • Create and update accounts within your organization.

  • Receive, create, and send notifications.

  • Add and remove members.

  • Assign and edit members' roles.

  • Create, edit, and delete groups.

  • View, add, remove, edit, and download files.

  • View and create announcements.

For a list of all actions organization admins can perform, refer to the Solution Permissions page.

Organization Admin workflow:

  1. Create Account

  2. Manage Account

  3. Assign Organizations

  4. Create Organizations, including child organizations

  5. Create and Assign Groups

  1. Create Announcements

  2. Create and Send Notifications

  3. Manage File Library