1. Create a User

2. Edit a User Role

3. Delete a User

1. The User Management page is available to Admin users within the settings menu of the Ascend Dashboard.

2. Select Add new from the top right corner of the page.

   

3. Enter the user's details

   

4. Select a Role. If you have multiple workspaces, you can assign roles individually per workspace.

   

1. To edit or delete users, select the user from the paginated list, or use the search bar.

2. You will be able to edit user information or delete them from that screen.

   

Admin

This user has full control of the business, including access to user management, reporting, and bank setup. Can edit settings and create, view, edit programs and policies.

Accountant

Responsible for bookkeeping, reporting, and payables. Can edit settings and create, view, edit programs and policies. The accountant role is the default recipient of payables emails.

If your organization does not have any accountants, you will see this message at the top of the manage users page:

Producer

Licensed to sell insurance. Can create, view, edit programs and policies.

Support

Not licensed to sell insurance. Can view programs and policies, but cannot edit or create programs or payment links of any kind. Support users do not have access to the Accounting tab in the Dashboard.

Need more help? Contact us at support@useascend.com for more help