What this helps you do
You can invite staff, chapter leaders, committee chairs, the events lead and board officers onto the team, and give each one the right level of access. Each person signs in as themselves, so you always know who sent what. Owner has everything, including billing and the Blasts account connection. Admin reaches every audience and manages the team and integrations. Leader, which is where chapter leaders, committee chairs and program leads belong, is granted specific audiences: on the Team screen you tick, per audience, whether that Leader may send to it and whether they may read its replies. Viewer is read-only.
When to use it
Use roles when a chapter leader should run their own chapter's meeting notices without touching the rest of the membership, when the events lead should handle registrant messages alone, when a committee chair needs to reach their committee, or when a board member wants to read along without sending.
How to do it
- Open Team.
- Invite a person by email and pick a role; they sign in with an email code or through the Blasts app.
- For a Leader, open Edit grants and tick Send and Read replies on the audiences they should have, for example only the Capital Chapter audience for that chapter's leader. Everything you leave unticked is listed as what they cannot reach.
- Review Access requests: a member who connected and then asked for Hub access appears here. Nobody gets in unless you approve, and you pick the role first.
- In Settings, decide whether a Leader's Blasts need an administrator's approval before they go out.
- Add a passkey on Home so step-up confirmations use Face ID, Touch ID or your device PIN.
Example
The executive director is Owner. The membership coordinator and the communications manager are Admins. Each of the nine chapter leaders is a Leader granted only their own chapter, the education chair is a Leader for the Education Committee, and the treasurer is a Viewer. Chapter meeting changes go out without anyone at the office touching them, and only the office can send to All Members.
Good to know
- A Leader only sees replies from the audiences they are granted, so a member's note to their chapter leader never lands in another chapter's inbox.
- Sending to All Members, changing roles and removing users all require a fresh step-up confirmation.
- The audit trail on Home records who sent, approved, invited or changed what, which matters when the board asks who sent a notice.
- Grants are per audience, not per person: when a chapter leader hands over at the annual meeting, grant the new leader that chapter's audience and remove the old one.