OMD 2.0 Admin Functionality: How does it work?

Welcome to OMD 2.0! We’re excited to introduce a brand new experience that simplifies how you manage your directory. A major change in this update is the way we’ve handled admin functionality. We want to clear up some confusion and walk you through the new, streamlined approach.

The End of the “Admin Tab”

The most significant change from OMD 1.0 is that the dedicated “Admin Tab” no longer exists. Instead of a single, centralized location for all admin tasks, OMD 2.0 distributes administrative tools contextually throughout the system. This means that admin functionality is now seamlessly integrated into the regular user experience. There are no separate views for admins and non-admins; the difference is simply the tools and options that are visible to you. Please note that going to Settings > Admins is not where admin functionality is, like the old admin tab. This section is only for a list of who has admin rights.

Admin Badge: How to know you’re an admin

Since there is no “Admin Tab,” how do you know you’re logged in as an administrator? Look for the small orange ‘A’ badge in the upper right-hand corner of your screen. This badge is your main indicator that you are logged in with administrative rights.

Where to Find Admin Tools in OMD 2.0

We know that many of you are accustomed to going to one place for all your admin tasks. This is the source of some user confusion. In OMD 2.0, administrative options will appear within the standard menus and sections of the app, giving you more power in the places where you need it.

  • Settings: In OMD 1.0, settings were found in the Admin Tab. Now, you’ll find admin-level settings and configurations inside the main Settings menu, which is the gear icon in the upper right hand corner of your directory screen. 
  • Announcements: In OMD 1.0, sending announcements was within the Admin Tab. Now, in OMD 2.0, the Announcements feature has its own dedicated spot in the left menu, available to admins.
  • Adding Members and Families: In OMD 1.0, adding new members and families was an admin task also completed in the Admin Tab. In OMD 2.0, when you are in the Members section, you will see a +add memberbutton, which is not visible to regular members. The same is true for the Families section, where an +add familybutton will be visible to you as an admin.
  • Editing Member Information: When viewing a member’s profile, look for the three vertical dots menu to the right of their name. As an admin, you can click this menu to edit the member’s information or to disable/enable their account.

Disable is the New Delete

Please note that in OMD 2.0, we have replaced the “delete” function with “disable.” When you disable a member, their account is archived rather than permanently removed, which helps to preserve your directory data and history.

Important Note for Customers with Multiple Accounts

We have identified an issue that affects customers who have more than one account in their directory under the same email address (for example, a “Jane User” account and a “Jane Admin” account). Our system currently does not have a way to determine which account is the admin when both are associated with the same email. We apologize for any inconvenience this may cause and are working to resolve this issue as quickly as possible.