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Managing member permissions
Managing member permissions

Grant or revoke access rights to individual members

Jorgen Evens avatar
Written by Jorgen Evens
Updated over a week ago

In Ambassify, there are five user roles, each corresponding with permissions. When you navigate a member's profile, you can view their access level and change their role to revoke or provide access.

To access the Role widget, navigate to the Members item from the top navigation. Next, you can search for the member whose roles you'd like to view or change and click on the name of this member. Finally, you will find the Role widget on the right-hand side of your screen.

Roles

Here is a short description of the use case we envision for each role we provide and the access they are granted.

Contact

A Contact is only a member of your database; they don't have access to your community or control panel.

You can send these members messages in Ambassify, and they can interact with campaigns on landing pages you send them via messages.

  • Messages: ✔ yes

  • Landing pages: ✔ yes

  • Mobile App: ✖ no

  • Community: ✖ no

  • Automated Mail Digest: ✖ no

  • Control panel: ✖ no

Advocate

An Advocate is granted the same privileges as a Contact and access to your invite-only community.

Note: Changing the role from Contact to Advocate for a member will not automatically send out an invite. You'll still have to invite them yourself.

  • Messages: ✔ yes

  • Landing pages: ✔ yes

  • Mobile App: ✔ yes

  • Community: ✔ yes

  • Automated Mail Digest: ✔ yes

  • Control panel: ✖ no

Content Creator

A Content Creator can create new campaigns and messages in your account but can't publish these campaigns or set these messages live.

Content creators are only able to access specific pages of the backend, like Campaigns and Messages, but will see the following pop-up while trying to access a page in the backend they do not have access to:

As a content creator, you can only save drafts. Once your campaign or message is ready, you can let your administrator know; they can approve it and publish it or set it live.

Manager

A Manager can access the control panel and will have full access to your content.
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They'll be able to create, modify and delete campaigns, send messages, change configuration, and all other actions available from the control panel.

Note: Changing the role from Contact to Manager for a member will not automatically send out an invite. Ensure they already have an account with an associated login, or invite them yourself.

  • Messages: ✔ yes

  • Landing pages: ✔ yes

  • Mobile App: ✔ yes

  • Community: ✔ yes

  • Automated Mail Digest: ✔ yes

  • Control panel: ✔ yes

Administrator

An administrator can fully access your account and manage everything about your account and subscription.

  • Messages: ✔ yes

  • Landing pages: ✔ yes

  • Mobile App: ✔ yes

  • Community: ✔ yes

  • Automated Mail Digest: ✔ yes

  • Control panel: ✔ yes

  • Grant other members manager roles: ✔ yes

  • Access the audit log: ✔ yes

Note: Changing the role from Contact to Administrator for a member will not automatically send out an invite. Ensure they already have an account with an associated login, or invite them yourself.

Note: Each user account needs to be personal as stated in our Terms Of Service:

"2.2.1 An account is personal. The Customer undertakes and warrants that its End Users will never share the username and password of their account or in any other way allow access to their account to other users."

There are several reasons why you should not share your username and password with others:

  • Auditing does not work; you'll not be able to see which specific person made a change.

  • Sharing a single account makes support less efficient; the Ambassify support team will not know who they are talking to and will thus be unable to tailor the answer to their specific needs.

  • Our customer success team will be unaware of new administrators and as a consequence will not be able to ensure that the new administrator receives adequate guidance using the platform.

  • Sharing an account requires the password to be shared; if someone leaves the team, the password will need to be changed and communicated to everyone to prevent unauthorized access.

  • Sharing passwords is generally accepted as being a very bad security practice. You're IT department might not approve of it either.

  • It might lead to unexpected behavior in the community as someone could easily forget they are using the shared account when interacting with the community (losing their points, interactions, ...).

Instead, you can always add additional admin seats to your license. Contact your Account Manager to receive more information about this.

Tip: When you add an admin seat, the admin training is included to ensure they are up to speed with the platform's backend.

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