Team Management

Approving New Users

When someone signs up for the app, they start with “Pending” status and can’t see any voter data until approved.

1. Go to Team in the sidebar
2. Click the Pending tab
3. Review the user’s name and email
4. Click Approve to grant access, or Reject to deny

Tip

Approved users default to “Canvasser” role. You can change this after approval.

Changing User Roles

1. Find the user in the Active tab
2. Click on their row to open details
3. Use the Role dropdown to select: Canvasser, Team Lead, or Admin
4. Click Save

Role Descriptions

Role	Best For
Canvasser	Volunteers doing phone/door outreach. Mobile app only.
Team Lead	Coordinators managing a group of canvassers. Dashboard access.
Admin	Campaign managers with full system access.
Super Admin	System administrators with access to sensitive features.

Learn more about Roles & Permissions

Assigning Cut Lists

Canvassers only see voters from cut lists assigned to them.

1. Click on a user to open their details
2. In the Cut List Assignments section, click Assign
3. Select one or more cut lists from the dropdown
4. Click Save

Caution

Team Leads and Admins can see all voters regardless of cut list assignment.

Tracking Activity

The user detail view shows:

• Last active - When they last used the app
• Contacts made - Total voter contacts recorded
• This week - Activity in the past 7 days
• Contact history - Recent contact records

Deactivating Users

To remove someone’s access:

1. Click on the user
2. Click Deactivate
3. Confirm the action

Deactivated users can’t log in but their contact history is preserved. You can reactivate them later if needed.