Where to find Users & Roles 🔍
Log into your Airship account and head to Settings > Users & Roles from the sidebar.
From here you can see everyone who has access to your account, invite new users, update their details, and revoke access if needed. You can add as many users as you like. 🙂
Manage existing users
The Manage Users page lists everyone on your account, showing their username, name, and permission level (role).
Users are organised by Unit, so you can see at a glance who has access to what, such as Head Office or a specific location only.
If you need to edit the user's role click the Edit button.
If you need to delete the user so they can no longer access Airship, click Delete.
Creating a new user 🥳
Go to Settings > Users & Roles > Create New User.
To add someone, you'll need at minimum:
A username (this must be unique)
Their email address
Their mobile number
You'll also need to assign them a Unit and a Role.
A quick note on usernames 💡
The username is what this person will use every time they log into Airship, so it's best to keep it simple and easy to remember. A good format is their name followed by "Airship", like this:
StephenAirship
Also worth knowing: the username and email address cannot be changed once they've been set.
Once the account is created, the new user will get an invitation email with a link to set their own password. 📧
Adding a user to multiple units 🏢
If you run more than one unit and want someone to have access across all of them, add that user to the Head Office Unit. That's the quickest way to give them a full view.
Creating a role ⚙️
Roles control what a user can and can't see or do in Airship. This is really handy if, for example, you only want a venue manager to see contact details and broadcasts but not things like the email builder and reports.
To create a new role, go to Settings > Users & Roles > Create New Role.
Start by giving your role a name at the top of the page.
Next, choose the permissions you want this role to have. You've got two ways to do this:
Pick and choose - click a permission to select it (it'll highlight), then scroll to the bottom and click Add. Repeat for each permission you want to include.
Add everything - click Add all to include every available permission in one go.
Once you're happy with your selection, click Create Role.
From that point on, you can assign this role to any new or existing users as needed.
