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 person sends: a store manager who should tell customers about a closure, a buyer who announces what came in, an events lead who owns the workshops and signings, a bookkeeper 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 owner invites the general manager as an Admin, the buyer as a Leader granted New Arrivals and Back in Stock, the events lead as a Leader granted Events, each store manager as a Leader for that store's audiences, and the bookkeeper as a Viewer. The buyer sends the restock the morning it lands; only the owner and the general manager can send to All Customers, and that send asks for a passkey.
Good to know
- A Leader only sees replies from the audiences they are granted, so a question about a workshop reaches the events lead and not the stockroom.
- Sending to All Customers, changing roles and removing users all require a fresh step-up confirmation.
- Grants are per audience and cover sending and reading replies separately, so someone at the counter can answer a hold request without being able to send to the whole customer list.
- A new store starts with approval off, so a manager's or buyer's Blast goes out when they send it. Turn approval on in Settings if you want an administrator to review Leaders' sends first.
- The audit trail on Home records who sent, approved, invited or changed what.