Edit user permissions

Edit roles and permissions for users in your account.

Table of Contents

Who can update user permissions?

Content Creators and Admins can update the permissions of other Admins, Content Creators, and Organizers.

Roles

With Ascend, you can invite users and assign them roles that control their access and available permissions.

Account Creator: This is the user who created your account. They have access to all features and functions in Ascend. This role can be transferred to an admin by the Account Creator.

Admins: Admins have access to all pages and can invite other Admins, Content Creators, and Organizers. Optionally, the Account Creator can grant an admin permission to view billing and usage for the account.

Content Creators: Content Creators can access the Flows and Reports pages only. They can create flows and view/filter reports. They do not have the ability to send messages, only compose them.

Organizers: Organizers can access the Inbox and be granted permissions to chat with specific members via Access Groups. With Ascend you can auto-assign or manually assign conversations to organizers so they can hold one-on-one conversations with your subscribers. Optionally, Organizers can be granted access to broadcast messages to their Access groups. Organizers can also be granted view/edit access to certain fields and groups in the Inbox.

Organizer Access and Permissions

Billing Access:
Account creators can grant admins access to the billing, invoice, and commitment balance page. This permission is not available to organizers.

Campaign Access
:
Grant organizers and admins permissions to specific campaigns in your account. This will limit which campaigns they can see. To enable this capability, please reach out to help@ascendmessaging.org
Note:
Admins with limited campaign permissions cannot grant permissions to other users to campaigns they do not have access to.

Broadcast Access:
Grants organizers the ability to send broadcasts based on their Inbox Member Access settings. This permission also enables access to the drafts folder and scheduled messages table.

Inbox Member Access
:
Grants organizers view/assign/reply permissions to cohorts of your Members list. 

Member Fields:
Create custom view/edit permissions per Member field.

  • View permissions allow organizers to view data in member fields, but not modify or delete this data.
  • Edit permissions allow organizers to add, edit, and delete member field data.


Groups
Create a set of custom view/edit user permissions for Groups.  Set permissions for each Member field in your Ascend account.

  • View permissions allow organizers to view specific member groups, but not add or remove members from those groups.
  • Edit permissions allow organizers to add or remove members from specific groups

Note: Organizers cannot view or edit Inbox Member Access groups.

What is the difference between Conversation Assignments and Inbox Member Access?

  • Inbox Member Access groups grant access to cohorts of member conversations. Inbox Member Access is set in Manage Users.
  • Conversation Assignments designate certain conversations to people on your team. Once a conversation is assigned to a user (Admin or Organizer) other Organizers cannot reply until the conversation is assigned to them. 

Can I edit an existing user's access?

Yes, if you are the Account Creator or an Admin. To edit a user's access, click the ellipses next to the respective user. Once in the user profile, you can update role type and view/edit permissions.

Update an Existing User’s Access and Permissions:

  1. Click your name in the top right corner
  2. Select Manage Users.
  3. Click the ellipses (...) next to the user you’d like to update.
  4. Click Update.
  5. Select the role you would like to change the user to.
  6. In the detail pane, update any existing permissions for the role.
  7. Click Save.

Additional Resources