Dive deeper into workspace permissions and collaborator permissions.
Workspace permissions: Owner, Admin, and Member
Every user has a role, each role comes with its own level of permissions and access.
Owners and Admins have full access to features in the Axios HQ platform.
Members have access to:
- Series they have been invited to.
- Their own editions in the Calendar view.
With permission from an Owner or Admin, Members have access to:
- Create a series,
- Invite other users to the organization,
- Access directory sync,
- Manage org-level audience.
Members added as Senders have access to:
- Edit series, send tests, and ultimately send the edition to its audience.
- Adjust the permissions of other collaborators on the series.
Members added as Writers have access to:
- Edit and send test editions
- Add collaborators with the same Member permissions, unless the permission to "Can invite users to organization" is explicitly removed
- Send to the audience
- Add or manage audience, unless explicitly given the permission to "Can access directory sync"
- Adjust the permissions of other collaborators on the series
- Edit series settings
Sender & Writer
✓ Always on | ● Default on, but adjustable | ○ Default off, but adjustable
| Sender | Writer | |
| Access and edit all editions in series | ✓ | ✓ |
| View and manage series collaborators | ✓ | ● |
| View and manage series audience | ✓ | ○ |
| View and manage series settings | ✓ | |
| Send any edition in series | ✓ | |
| Grant or remove send permissions | ✓ | |
| Toggle Edition Rundown recipients | ✓ | |
| Adjust link access | ✓ |
* One-Offs do not have Sender / Writer permissions: if a user is able to create a One-Off, they will have the ability to send a One-Off.
Access & Visibility
✓ Always on | ● Default on, but adjustable | ○ Default off, but adjustable
| Owner | Admin | Member | |
| Create a series in your organization | ✓ | ✓ | ● |
| Create an edition in a series you collaborate on | ✓ | ✓ | ✓ |
| Create a personal One-Off | ✓ | ✓ | ● |
| View all series and One-Offs within the organization | ✓ | ✓ | |
| View all editions within the organization | ✓ | ✓ | |
| Edit all series and One-Offs within the organization | ✓ | ✓ | |
| Edit all editions within the organization | ✓ | ✓ | |
| View all editions in the Calendar | ✓ | ✓ | |
| View all segments in org-level audiences | ✓ | ✓ | ○ |
| View and manage send controls | ✓ | ✓ |
Org & User Management
✓ Always on | ● Default on, but adjustable | ○ Default off, but adjustable
| Owner | Admin | Member | |
| Invite a user to an organization or a series | ✓ | ✓ | ● |
| Delete a user from an organization | ✓ | ✓ | |
| Grant, remove, and adjust member permissions | ✓ | ✓ | |
| Grant or remove Admin role | ✓ | ✓ | |
| Grant or remove Owner role | ✓ |
Series Settings & Audience Management
✓ Always on | ● Default on, but adjustable | ○ Default off, but adjustable
| Owner | Admin |
Member (Sender) |
Member (Writer) |
|
| Add or remove recipients to audience via platform or CSV | ✓ | ✓ | ✓ | ○ |
| Custom Domain Integration: Set send-from address to any email with a matching domain |
✓ | ✓ | ✓ | |
| Directory Sync & CRM Sync Integration: Access your directory via the Audience page |
✓ | ✓ | ○ | ○ |
| Directory Sync & CRM Sync Integration: Add or remove synced recipients to audience |
✓ | ✓ | ○ | ○ |
| Access and manage integrations | ✓ | ✓ | ||
| Set default brand colors | ✓ | ✓ | ||
| Configure your style guides | ✓ | ✓ | ||
| Create and manage segments in org-level and series audience | ✓ | ✓ | ○ | ○ |
* Senders can adjust sender/writer permissions in the "Collaborators" tab. Admins and owners can adjust audience management and invite permissions for writers in the "Users" tab under "Settings."
When you invite a new user to your organization, you have the option to set their role and permissions. Users cannot grant new users a higher level of access than they have themselves.
- New users that are added as a Member will receive default permissions allowing them to create new series and invite other users. Admins can update default permissions for new members.
FAQs
How do I add new users?
Owners, Admins, and Members with Invite user permissions can add new users to your organization by clicking on your organization’s name in the top left corner of your workspace. A drop down will populate with an “Invite user” button. For step by step instructions on adding new users visit this article.
All of the collaborators on my series are Writers and no one is able to send an edition. How can we change our permissions?
Reach out to an Owner or Admin to change the sender permissions on a specific series.
I have a long list of users I want to add. Do I have to add each user manually?
Email help@axioshq.com for assistance and we can upload a CSV of users. We will need the email, first and last name, user role, and permissions.
The option to send is grayed out. What does this mean?
You do not have sender permissions. Reach out to a collaborator that has sender permissions or an Owner/Admin.
How can I give a Writer access to manage series audience and invite collaborators?
An Owner or Admin will need to give a writer permission to manage series audience and invite other collaborators by going to Settings > Users and turning on these permissions under "Member permissions." To allow Writers to manage the Series Audience turn on "Access to directory sync," to allow Writers to manage collaborators turn on "Invite a user to the organization."
Can I base user permissions off of an IdP group (SSO)?
Unfortunately, we do not have a way to assign roles based on your directory groups at this time. The only auto-assignment functionality available in the platform is via our Just-In-Time (JIT) Automatic Provisioning, which provides new users with default Member permissions; learn more about auto-provisioning here.
Can a Member edit a segment?
Senders that have specific granted permissions to edit a restricted segment can now make updates to that segment directly from within a series audience. Users will then see disabled add/edit buttons if they do not have permissions for a segment.