Edit user permissions

Edit permissions for Admins and Organizers

Table of Contents

Who can update user permissions?

Admins can update the permissions of other Admins and/or Organizers.

Access and Permissions

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 organizer’s access?

Yes! Click the ellipses next to the respective user. Once in the user profile, you can update role type and view/edit permissions.

Invite Organizers
  1. Click your name in the top right corner
  2. Select Manage Users.
  3. Click Add User.
  4. Enter your team member’s email address
    Note: You can bulk invite multiple team members by adding their email addresses in the email field
  5. Select Organizer from the dropdown menu.
  6. Select if you'd like the organizer to access the broadcasts, drafts, and scheduled message pages.
  7. Select the Inbox Member Access groups you would like to grant access to.
  8. Select the Member fields you’d like your organizer(s) to view or edit via the Inbox.
  9. Select the Group(s) you’d like the organizer to view of edit via the inbox.
  10. Click Invite.
  11. Your team member(s) will receive an email invitation to create their Ascend account.
Troubleshoot Organizer invites

→ I get an error "email must be unique" when I  sign up via the email invite.

Ascend only allows one account per email address. If you have an existing account with Ascend you cannot use the same email to signup again.

  • If you want to keep your existing account, you will need your admin to invite a different email
  • Optionally, admins can make emails unique by adding a "+campaign name" to the email. For instance, if joe@example.com is not unique, make it unique by adding joe+goodtrouble@example.com. The email invite will go to joe@example.com. The user will need to enter their email as joe+goodtrouble@example.com to access the account.
  • If you would like to remove your existing account, reach out to help@ascendmessaging.org

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. In the detail pane, update existing permissions including broadcast access, role type, Inbox Member Access, and view/edit permissions to Member fields and groups.
  6. Click Save.

Additional Resources