To manage your scheme, you’ll need coordinators. There are two levels of coordinator currently active in SUMAC®. The highest level with the most ability is the Account coordinator. Since you’re the one configuring the account, this is the level that you have. You can do all that the second level Scheme coordinator can do, but can also add new schemes, add new administrators and more.

Firstly, you’ll need to be an account coordinator. An easy way to check if you are is to look at the Settings menu. If you have Account settings as an option, then you’re all set. If not, you’re not an Account coordinator and so cannot add other coordinators.

Once you've reached the Account Settings page, you'll see the option to Add User.

Clicking this will show a modal with fields to enter the coordinators details:

Once the details have been filled out, you're all done! 🙌

The administrator will receive an email informing them that they have been set up in SUMAC® and if a scheme coordinator a list of the schemes they are responsible for.

⚠️Don't forget

Make sure you select the appropriate level for the coordinator you’re adding. We recommend only having one or two account coordinators and instead using scheme coordinator roles and assigning schemes. This will prevent any unauthorised access of data.