Invite an administrator
1
Go to Settings > Security & Access and click Invite new admin
2
Choose who to invite
- Invite an employee: select an employee from your directory.
- Invite someone outside your company: enter their email address.
3
Select a role
4
Click Confirm or Send invite
An employee gets access right away. Someone outside your company receives an invitation by email, and their row shows Invitation sent until they accept.
You can also promote an employee from their profile: open it, click Actions, then Promote to admin.
Change or revoke access
In the Administrators list, open the actions menu on an administrator’s row:- Edit role to give them another role.
- Revoke access to remove their administrator rights. They keep their employee profile. You can’t revoke your own access.
- Resend invite or Revoke invitation for a pending invitation.
Roles
Primo provides built-in roles that scope each administrator’s access:Create a custom role
1
Go to Settings > Security & Access
2
Click Create role in the Roles section
3
Name the role and select its permissions
Permissions are grouped by area: Cockpit, Employees, Devices, MDM, Purchasing, SaaS, Tickets, AI agent, Company, Billing, HR sync, Security, Users, and API.
4
Save
The role is now available when you invite an administrator or edit their role.