To create an administrator from an existing constituent record:
Click Constituent360 > Constituents. The Constituent Search page displays.
Enter the first few letters (at least 3 by default) of the Last Name and First Name of the person and click Find.
Click Edit in the Actions column of the appropriate constituent. The Profile page displays.
Click Create as Admin (located below the Contact Information summary block). The Set Admin User Name page displays.
Enter a user name (at least 5 characters) in the Administrator Record User Name field and click Next. The Assign Admin Groups page displays.
Note: If you assign the same user name as that of the Constituent record, you must assign a new user name to the Constituent record.
Select the administrative groups to which you want to add the new administrator. You can browse the list or use the Search field.
Note: The Admin security group icon displays after the names of groups that have access to the administrator interface.
To view details about the group, hover over the group name and click View Group to display the group details (such as its security category, the date the group was created, and so on).
Click Finish. You have created a new Administrator.