Invite Organizers
How to invite and grant permissions to Organizers
Overview
How do I get started as an Organizer?
To access an existing campaign as an organizer, you must first be invited.
Who can invite organizers?
Admins can invite organizers via Manage Users. Organizers cannot access the Manage Users page.
How many organizers can I have in my account?
As many as you’d like! There are no user limits for Ascend campaigns.
What can organizers access in Ascend?
Organizers have limited access to the Inbox page. Organizers can also be granted access to the Broadcast, drafts, and Scheduled messages table. Organizers can view and reply to members who are a part of Access groups they have been granted access to. Organizers can modify member data, add/remove Group tags, unsubscribe members, assign/unassign conversations and resolve conversations in the Inbox.
Note: Organizers cannot view or edit Access groups.
Access and Permissions
Broadcast Access Permissions:
Grants organizers the ability to send broadcasts based on their Access Group settings. This permission also enables access to the drafts folder and scheduled messages table.
Access Group Permissions:
Grants organizers view/assign/reply permissions to cohorts of your Members list.
Field Access Permissions:
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.
Assignment Permissions
Grants organizers the ability to edit the conversation assignments of other organizers and admins.
Group Data Permissions
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 Access groups.
What is the difference between Conversation Assignments and Access Groups?
- Access groups grant access to cohorts of member conversations. Access groups are created in the Members list and organizer permissions are 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 ellipsis (...) next to the respective user. Once in the user profile, you can update role type and view/edit permissions.
Invite Organizers
- Click your name in the top right corner
- Select Manage Users.
- Click Add User.
- Enter your team member’s email address
Note: You can bulk invite multiple team members by adding their email addresses in the email field - Select Organizer from the dropdown menu.
- Select if you would like to grant the organizer access to the Broadcast page under Broadcast Access Permissions.
- Select the Access group(s) you would like to grant access to via the Inbox under Access Group Permissions. Or click Full Members list if you would like the organizer to access all member conversations.
- Select if you would like the organizer to have permission to edit the conversation assignments of others via the Inbox under Assignment Permissions.
- Select the Member fields you’d like your organizer(s) to view or edit via the Inbox under Field Access Permissions.
- Select the Group(s) you’d like the organizer to view of edit via the inbox via the Group Data Permissions.
- Click Invite.
- 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
