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This article explains how to manage administrator rights in your Primo cockpit. Administrators can view, configure, and manage your company’s entire Primo workspace.

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Access the Admin Management panel

Go to Settings > Admin Management to view and manage all admins in your workspace. From this panel you can:
  • See all current admins and their access level.
  • Grant admin rights to existing collaborators.
  • Revoke admin access.

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Grant admin rights to an existing collaborator

  1. Go to Settings > Admin Management.
  2. Click Add admin.
  3. Search for and select the collaborator.
  4. Confirm.
The collaborator now has admin access to Primo.
Alternatively, you can promote a collaborator directly from their employee profile: open the profile, click Actions, then select Promote to admin.

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Add a collaborator who is not yet in the cockpit

If the person is not listed under Employees, add them first:
  1. Go to Settings > Employee Sync.
  2. Click Import from CSV.
  3. Select Or click here to copy paste table data.
  4. Paste the following (adapt as needed):
First name,Last name,Email
Clémentine,Cruz,support@getprimo.com
  1. Complete the import. The collaborator will now appear under Employees.
  2. Then follow the steps above to grant them admin access.

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Revoke admin access

  1. Go to Settings > Admin Management.
  2. Find the admin you want to remove.
  3. Click the options menu (⋯) next to their name.
  4. Select Remove admin access.

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Admin access levels

Primo provides built-in roles that scope each admin’s access to specific areas of the platform:
RoleAccess
AdminFull access to all settings, billing, and user management.
HR ManagerAccess to employee management, onboarding/offboarding, and HR System sync.
MDM ManagerAccess to device management, MDM settings, policies, and enrollment.
SaaS ManagerAccess to identity, SaaS app connections, provisioning rules, and licences.

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Custom roles

In addition to the built-in roles, you can create custom roles to define a specific combination of permissions that fits your team’s structure. To create a custom role:
  1. Go to Settings > Admin Management.
  2. Click Manage roles.
  3. Click Create role.
  4. Name the role and select the permissions to include.
  5. Save.
You can then assign the custom role when granting access to a collaborator.