The Users & Teams page gives you centralized control to manage all users and teams in your account.
It’s organized into four main views:
Users View
This view displays all users who have completed the sign-up process, along with their:
Permission levels
Contact details
Assigned team(s)
Join date
Key Actions:
Invite new users using the Invite User button.
👉 Learn more about inviting users
Change a user's permission level by clicking on their profile.
Delete users individually or in bulk using the checkboxes.
Reset users' passwords
Bulk actions (e.g., assign users to a team or delete them) are available by selecting multiple users via the checkboxes.
Click a user's name to see their activity history and update assignments or permissions.
👉 Learn more about User Profiles
Filtering Users
Use the filter icon (top right) to narrow down users by:
Permission level
Team
Teams View
The Teams View allows you to create and manage your teams. For each team, you can:
Edit team details (name, colour, users)
View the Team Scoreboard
Access Field Tracking
Delete the team
Creating a New Team
Click + CREATE TEAM
Enter the team name
Add users to the team
Choose a colour
Click SAVE
Editing a Team
Click the cog icon beside a team name
Choose Edit Team
Update the name, user list, or team color
Team Scoreboard
The Team Scoreboard helps you assess team performance across outreach campaigns.
On the Team Scoreboard, you can:
View overall team performance
Sort to find top organizers by:
Attempts
Houses visited
Conversion rate
Click a team member’s name for individual stats
Filter results by:
Campaign Effort
Time range
Interaction app type
Access Field Tracking or edit/delete the team directlyYou can also access the Field Tracking page directly from the Team Scoreboard as well as edit or delete the team:
Invites View
This section shows all sent user invites and their delivery status.
From here, you can:
Send new invites
👉 Learn more about the invite processBulk resend or delete invites using checkboxes beside recipients’ names
Map View
The Map View displays user locations based on:
Their most recent saved interaction, or
Their last login
Features:
Click on a user’s profile icon for a detailed activity overview
Zoom in/out to show only users visible within the current map area
Need Help?
If you have any questions, message us in-app or email support@ecanvasser.com.