Path: "Admins"
Under the "Admins" menu in the blue left sidebar, you can find an overview of all administrators assigned to the platform under "Admins."
You can also grant additional individuals access to your platform via the "New Admin" field. When creating a new administrator, start by determining the person's role.
Video - 31 sec.
There is the option to give access to GO to multiple people. As the platform owner, you are designated as the Platform Owner and thus have full permissions to create, edit, and view data. We distinguish four roles: Platform Owner, Platform Admin, Platform Observer, and Platform Operator. The rights of these roles are predefined and cannot be individually adjusted.
Platform Owner
- Can create and edit all information and data in GO without restrictions.
- Can create and delete other role accesses (multiple Platform Owners can coexist).
Platform Admin
- Can create and edit nearly all information and data in GO without restrictions.
Not possible: transferring investments, this function is reserved for the Platform Owner. - Cannot add, edit, or delete role accesses nor can view existing platform accesses.
Platform Observer
- Has access to the following modules but no editing rights:
- Access to the frontend.
- Access to portagon next (for PRO customers only).
- Dashboard.
- Investors (but cannot view tax documents, KiSt entries, NV certificates, or the logbook and cannot log in as an investor (user login)).
- Investments (cannot send payment reminders or cancel payments).
- Emissions (project updates cannot be edited or viewed).
- Modules
- Can view everything within the visible modules.
Platform Operator
- Can only view the frontend and dashboard.
- Through the dashboard, relevant data for all platform projects and emissions is visible (including sociodemographic data of investors).
Note: Any platform role can be assigned multiple times. There is no restriction on the number.
After assigning the role, provide the email address and specify whether the person must use two-factor authentication (2FA) during login. Additionally, provide their name and upload an avatar if needed.
Note: 2FA is a security process that requires a second factor, in addition to a password, for login to the system. We use a code sent via email as the second factor, which must be provided during login for authentication.
If you need to edit admin data or delete access, click on the email address of the respective person. You can then delete access using the "delete" field or make changes and save them using the "save" field.