Account: Main Organiser Accounts Only
Plan subscribed: All plans
Before you begin:
Make sure that you have added Sub-Organisers into your Workspace Organisation Account.
Ensure that your Sub Organisers have accepted their invitation to your Organisation's Workspace.
Instructions:
As the Main Organiser, go to 'Manage My Organisation'
1. Click 'Sub-Organiser List'
2. In each row of Sub Organisers, click 'Manage Permissions'
Permission Level Type 1: Organisation Settings
This setting allows Sub Organisers to view and act on organisation-wide contact information.
To adjust this permission level, toggle the first checkbox to enable it.
Note that the default setting is off.
| What can your Sub-Organiser Do | |
|---|---|
| View | View all profiles in the organisation |
| Export | Export all profiles in the organisation |
| Engage | Send SMSes and Emails to all contacts in the organisation |
| Mail Launcher | Create / Edit / Remove Organisation-wide Email Templates |
| Custom Fields | Create / Edit / Remove Custom Fields accessed by all Workspace accounts in your Organisation |
Permission Level Type 2: Account & Project Settings
This setting allows Sub Organisers to view and act on account-specific contact information.
Note that the default setting is on.
| What can your Sub-Organiser Do | |
|---|---|
| Export | Export all profiles in the account |
| Import | Import all profiles in the account |
| Engage | Send SMSes and Emails to all contacts in the account |
3. Click save
Any adjustments will be reflected immediately upon refresh in the Sub Organiser's Account (i.e. Sub Organisers do not need to sign out and log in again)
What’s Next?
After setting the different permissions for each Sub Organiser, your Sub Organisers can learn how to:
> Learn how to customise Email Templates
> Learn how to create and edit Custom Fields