Managing roles & permissions of colleagues in HQ

Dive deeper into workspace permissions and collaborator permissions.

Workspace permissions: Owner, Admin, and Member

Every user has a role, each with its own level of permissions and access. 

Owners and admins have full access to:

• Invite new users and manage user roles and permissions
• Groups and members of your synced directory
• All newsletters, editions, and templates in your organization
• Change sender or writer permissions on a series 
• Add and edit org style guide
• Set default brand colors
• Connect your organization to Microsoft Teams or Slack

Members have access to: 

• Series that they’re specifically invited to 

With permission from an owner or admin, members have access to: 

• Create a series
• Invite other users to the organization
• Access directory sync 

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.

Collaborator permissions: Sender and Writer

By default, collaborators are added with Sender permissions.

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.

Writers have access to: 

• Edit and send test editions 

Writers do not have access to: 

• Send to the full audience. 
• Adjust the permissions of other collaborators on the series.

Managing your organization 

Owners and admins can manage users through the organization’ settings. Navigate to “Settings” tab on the far left navigation bar. 

• The “Users” tab shows you every user in your organization. Click on a user’s name to see a more detailed view of their profile. 
  • If you are an owner or admin, you will also have the option to edit the roles and permissions of other users from this page. Only owners are able to grant or revoke owner permissions to others.
• The “Customization” tab allows you to set default series colors and add rules to your organization’s style guide.
• The “Integrations” tab allows you to connect Axios HQ to Microsoft Teams or Slack. 

• One thing to note: The “Customization” and “Integrations” tabs are only visible to owners and admins. 

To view all series in your organization select “All series” in the series navigation bar. 

FAQs 

All of the collaborators on my series are writers and no one is able to send it. How can we change our permissions?

Reach out to the owner or an 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 name and last, 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.