Controlling what users can access and edit is a key part of managing your team in Ecanvasser. By setting appropriate roles and permissions, you ensure that each team member only sees and interacts with the data they need—improving security, clarity, and campaign efficiency.
User Roles & Permissions Overview
Ecanvasser utilises role-based access control to determine the actions users can perform within the platform. Each user is assigned a role known as a permission level that governs their capabilities.
Common Roles known as Permission Levels:
Account Owner: Full access to all aspects of the account. This role is assigned to the person who creates the account and cannot be changed.
Account Manager: Full access to all features in the dashboard and mobile app, excluding billing. The Account Owner can grant billing privileges to Account Manager.
Staffer: Broad access to dashboard and mobile features, but cannot create lists or access Analytics. Suitable for team leads.
Lead Organizer: Restricted dashboard and mobile access. Can view historical data (e.g., previous reports on houses or contacts) to help guide and support other organizers. Suitable for experienced Organizers who can assist and lead other regular Organizers.
Organizer: Basic access via mobile and dashboard. Intended for canvassing and collaboration under team leadership.
How to Manage User Permissions
Go to the Team or Users Page
From the navigation menu, go to Settings > User to see a list of your account’s users.Edit User Role
Click Edit User beside a user’s name.
Select a new Permission Level from the dialogue.
Click Update User to apply changes.Manage Role Access
Go to Customize > Permission Settings, where you can see what each role is allowed to, such as:
View (contacts, historical interaction data, analytics, etc.)
Edit (custom fields, team assignments, scripts)
Access to specific areas in the platform
Best Practices
Principle of Least Privilege: Assign the minimum necessary permissions based on user responsibility.
Audit Regularly: Review permissions at the start of each campaign or when team roles change.
Use Teams Wisely: If using geographic or functional teams, ensure that users are grouped correctly for filtering and task assignments.
App-Specific Permissions
Within the mobile app, permissions still follow the assigned role and/or customised permission setting.
Offline data access and sync settings can also be managed based on role configuration.
Need Help?
If you need help setting up a specific permission structure or troubleshooting role-based issues, chat with us in-app or email: support@ecanvasser.com