User Management

Last updated: April 9, 2026

This is a guide that will teach you how to:

  • Create a User

  • Edit a User Role

  • Delete a User

  • Manage Multi-tenant Users

  • Unarchiving a User

User Management is the ability to add, edit, and archive users that have access to your agency's Ascend dashboard.

What are the different User Roles?

Support (lowest permission level): They can view programs and policies, and can send emails/copy payment links but cannot edit or create programs or payment links.

Producer: In addition to all the privileges Support users have, these users can create, edit, and archive programs and policies. This includes the ability to generate checkout links.

Accountant: In addition to all the privileges Producers have, Accountants can edit settings and approve payouts to wholesalers/carriers. The accountant's role is the default recipient of automated payout emails. Note that accountants do not have user management and all of the User management tasks described in this article can only be undertaken by Admin level users.

Admin (highest permission level): Over and above the Accountant privileges, Admin users have full control of the business including access to user management, reporting, and bank setup. These users can edit settings and create, view, and edit programs and policies.

If you find yourself unable to do things like approve a payout or change your user status, then please reach out to the Accountant and/or Admin level users at your Agency. Feel free to reach out to Product Support at [email protected] if you run into sustained issues.

Creating a User

This feature is only available to users with Admin permissions

  1. The User Management page is available within the settings menu of the Ascend Dashboard, click the gear icon in the top left hand corner of the dashboard.

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  2. Select Add new from the top right corner of the page.

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  3. Enter the user's details.

  4. Select a Role

Editing a User

  1. To edit a user, locate the user from search bar or use the list

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  2. You will be able to edit the user by clicking on the 3 dots that appear to the right of the name.

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  3. Clicking on the Edit User Profile will take you to the following Edit page

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  4. Hit Save Changes when you've made the necessary changes

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Archiving a User

  1. To Archive a User, locate the user from the search bar or use the list

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  2. You will be able to archive the user by selecting the Human icon that appears to the right of the name.

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  3. Clicking on the Human icon will open up the following box

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  4. Select Archive user to revoke that user's access to your agency's dashboard

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Archived users will still remain as Account Managers or Producers on programs in the dashboard. Crucially, during renewals, make sure to update the Account Manager or Producer tab.

Unarchiving a User

  1. To Unarchive a user, locate the user you would like to unarchive

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  2. You will be able to unarchive the user by the human icon that appears to the right of the name

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  3. Clicking on the Human icon will open up the following box

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  4. Select Unarchive user to restore the user's access to your agency's dashboard

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Multi-tenant User Management

This section will teach you how to:

  • Navigate between dashboards

  • Edit a User

  • Archive a User

  • Archiving a User from one but not all dashboards

A Multi-tenant user has access to multiple Ascend dashboards with a singular email address. This situation arises when agencies acquire other agencies or when agents work for multiple agencies that use Ascend.

Multi-tenancy is configured by Ascend when your organization signs up. If you do not already have multi-tenant access, you can disregard this section.

Navigating between Dashboards

  1. Click on the name of your agency at the top right of the screen. A drop down menu with your other dashboards will appear. Select the dashboard you want to operate in.

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Adding users to various Dashboards

  1. Click on the Add new button. The workflow to adding a new user gives you the option to add them to any dashboards you are an Admin level user of.

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Editing a User

  1. Click on the Pencil icon alongside a user you would like to edit. This workflow will allow you to add the user to other dashboards you are an Admin of in addition to editing the user's details.

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Archiving a User

  1. Click on the Human icon next to a user you would like to Archive and select Archive User. Archiving a user revokes their access to the dashboard and logs them out.

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Archiving a User from one but not all dashboards

  1. Click on the Human icon next to a user you would like to Archive and select Edit User. Next, update their role to No Role in the dashboard you wish to archive them from and click on Save Changes.

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Contact Us

Need more help? Contact us at [email protected] for more help.