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 just search for the member who's 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 the campaign or message 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. Make sure 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. Make sure they already have an account with an associated login, or invite them yourself.