User Management
What You'll Learn
Create a User
Edit a User Role
Delete a User
Step by Step Instructions
The User Management page is available to Admin users within the settings menu of the Ascend Dashboard.
Select Add new from the top right corner of the page.
Enter the user's details
Select a Role. If you have multiple workspaces, you can assign roles individually per workspace.
Edit or Delete a User
To edit or delete users, select the user from the paginated list, or use the search bar.
You will be able to edit user information or delete them from that screen.
Frequently Asked Questions
What are the different Roles?
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.
Contact Us
Need more help? Contact us at support@useascend.com for more help