Workshop User Permissions overview

User permissions control the level of access a user has within Workshop. This overview details each level of access and how to set permissions in Workshop.

Overview

Workshop’s user permissions control the level of access a user has when using our platform.  There are three levels of access: admin, full access or limited access. Within limited access, you're able to grant more granular permissions to users to customize sending and ghostwriting abilities. 

Admin permissions have the keys to the kingdom! Admin users have full access to the entire Workshop billing subscription, as well as the ability to create/manage your organizational blackout dates, data syncing, SSO settings and app libraries.  Admins are able to invite others to Workshop and assign user permissions to all users.

Full access permissions grant users access to all features, except creating/managing blackout dates for your organization, Workshop subscription billing and integrations. Full access users have no restricted sending permissions, meaning they can send to all distribution lists and have full ghostwriting permissions. Full access users can manage distribution lists and upload CSVs of users and/or lists.

Limited access permissions provides the ability to grant users limited access across the entire Workshop platform. The various features that you can turn on or off for these users are:

• Can they manage lists? With this access, a Limited Access user can import/update manual lists, create/edit automatic lists as well as, choose which lists to sync over from your Active Directory, if this is your data source. 
• Can they create and own groups? With this access, a Limited Access user can create & own groups.
• Can they send emails? If enabled, a user can send emails out of the Workshop platform. If not, they are able to create email drafts but are not authorized to send or schedule. 
• Who can they send emails to? With this permission, you can allow the user to send to every contact within your Workshop directory or you could limit them to send to only certain distribution lists. 
• Can they ghostwrite? With this access, a Limited Access user can ghostwrite or send emails on behalf of another email address. You can allow them to ghostwrite for any email address or you can limit them to only certain accounts. 
• Can they send texts? If enabled, a user can send text messages out of the Workshop platform as well as, interact with the SMS inbox associated with your company. 
• Who can they send texts to? With this permission, you can allow the user to send to every contact within your Workshop directory or you could limit them to send to only certain distribution lists. 
  • To note, this permission will also filter down which contacts the Limited Access user can facilitate direct communication with via the SMS inbox. 

To note, if a user has the ability to manage lists but also is limited in who they can send emails or texts to - any new list will need to be added to their 'allow' selection. 

Setting user permissions

To note, only Admin user have the ability to assign permissions on other users within the Workshop account. 

Within the top bar navigation, click into Manage > Users.

Locate the user whom you want to update permissions for, hover over the user and a 3dot menu will display to the far right in their row

Click into that 3dot menu and you will see an option of 'Assign permissions'.

Upon clicking into the Assign permissions option, you will be presented with the following panel where you can make changes & save those changes to update the user. 

Who can add users to our Workshop account? 

Any Workshop user has the ability to add other users to the Workshop account.

How can I add users to our Workshop account? 

Users can be added to the Workshop account by:

• Inviting a user from the Users page
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• Sharing an email or template with an email address that is not currently a user within the Workshop account
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When I add a user to our Workshop account, what permissions are they granted?

Admins have the ability, during the invite process, to assign a different set of permissions to the invitee. 

Any user added by a Full Access or Limited Access user, will be granted Limited Access permissions without the ability to send emails or text messages. 

Here is a detailed breakout of what each role has access to do in Workshop: