What this helps you do
You can invite staff and volunteers onto the team and give each one the right level of access, so they help without over-reaching. Each person signs in as themselves, so you always know who sent what. Dangerous actions, such as sending to everyone, changing roles, or leaving the Hub, ask for a fresh step-up confirmation with a passkey or an approval on the person's phone.
- Owner: everything, including billing, the Blasts account connection, and leaving the Hub.
- Admin: every audience, team management and integrations; no billing or account connection.
- Leader: sends to, and reads replies from, only the audiences you grant.
- Viewer: read-only reports and history.
When to use it
Use roles when more than one department sends: a service manager who should reach the drive, a sales manager who owns new arrivals and events, the customer contact team who work the replies, a controller who should see credit history but never send.
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, choose which audiences they can send to and which replies they can read.
- Review Access requests: people connected as members who asked for Hub access after signing in through Blasts. 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 dealer principal invites the general manager as an Admin, the service manager as a Leader granted Service Customers and Parts & Accessories, the sales manager as a Leader granted Sales & New Arrivals and Events & Clinics, the contact team as Leaders for reading and answering replies, and the controller as a Viewer. Only the dealer principal and the GM can send to All Customers, and that send asks for a passkey.
Good to know
- A Blast shows the DEALERSHIP, with your name and logo on it, not an individual advisor or salesperson. Team members are operators with per-audience send grants; there is no per-person sender identity in the Hub.
- A Leader only sees replies from the audiences they are granted, so a question about an estimate reaches service and not the sales desk.
- Grants are per audience and cover sending and reading replies separately, so the contact team can answer a pickup thread without being able to send to the whole store.
- Sending to All Customers, 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.