Add or Change Administrator Accounts

As best practice, it is strongly recommended to have more than one System Administrator set up within Diligent Entities. This ensures no disruptions in service occur if one of your System Administrators are unable to log in or are no longer with the company.

Note

If you don't have any available User licenses, you'll need to temporarily disable a User using the steps in our Disable a User Account documentation. After your new Administrator has been created, disable your previous System Administrator's User record.

If you have forgotten the password for your admin account, the steps outlined below will help you to reset it:

Create a new Entities Administrator User Record

  • Have your current Administrator create a new account using the steps in the topic Create User Accounts.

Update your existing User Role to Administrator

Requesting an Administrator account change from Diligent Entities Customer Success

If there are no available Administrators on your account, Entities Customer Success can create a new account for you or elevate your account to administrator.

Note

We recommend at least 2 System Administrators for each account to ensure there are no disruptions to your access.

To make the change (and preserve the security and integrity of the data in your account), we require a letter on company letterhead with the request from a C-Level executive officer (for example, your CEO, CIO, CFO, or Business Owner), equivalent Senior Partner or Managing Partner.

Letter requirements

The letter, on company letterhead, must contain:

  1. What is the full username on the User Record you are requesting to be created? (this must be a named account)
  2. What would you like the email address to be? (this must be for your corporate domain. For example, Yahoo and Outlook.com etc. email addresses are not acceptable)
  3. What is the Diligent Entities site address you would like the account created under?
  4. Specify if this is a New User account or a User Role Change.
  5. Why is the creation necessary?
  6. If you opened a ticket with Entities Support, what is the ticket number?
  7. Include your C-level executive officer's signature in ink.
  8. Include your C-level executive officer's title and email address.

How to send the letter to Entities Customer Success

Scan and email the letter to the Entities Customer Success representative handling your request.

How your request will be processed

Once the letter has been received, we will escalate your request for further review and confirmation.

Note

This review process can take 24 hours.

If approved, we will notify (via email) the person requesting and the C-level executive/ equivalent Senior Partner or Managing Partner authorising the change for further confirmation.

We will then create the Administrator account or update the User Role as requested. The user will need to reset the temporary password upon first login to the account.

It is recommended as a best practice to ensure you have more than one System Administrator at any given time so that disruptions in service are avoided. Contact your CSM if you require any further licenses.