Please note that these are the default permission settings.
You can also customize a number of permissions. Click here to learn more
Section | Permission | Account Owner | Account Manager | Staffer | Lead Organizer | Organizer |
Account Settings | Can view invoices | Yes |
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Account Settings | Can cancel the account | Yes |
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Account Settings | Has access to the Account Settings page | Yes | Yes |
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Account Settings | Has access to audit logs | Yes | Yes |
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Account Settings | Can change the subscription plan | Yes |
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Account Settings | Can create a Division in Organization | Yes | Yes |
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Account Settings | Can enable/disable 2FA for other users | Yes |
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Account Settings | Can create another account | Yes |
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Account Settings | Has access to Billing | Yes |
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Dashboards | Has access to Dashboards | Yes | Yes | Yes |
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Anonymization | Can anonymize contacts | Yes | Yes |
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Campaign Efforts | Can manage efforts | Yes | Yes | Yes |
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Contact Management | Can delete a saved filter | Yes | Yes |
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Contact Management | Can save a filter | Yes | Yes |
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Contact Management | Can edit an interaction | Yes | Yes |
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Contact Management | Can import contact files | Yes | Yes |
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Contact Management | Can create a group | Yes | Yes |
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Contact Management | Can edit a group | Yes | Yes |
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Contact Management | Can delete a group | Yes | Yes |
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Contact Management | Can perform a select all action | Yes | Yes |
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Contact Management | Can edit a house | Yes | Yes |
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Contact Management | Can edit a location | Yes | Yes |
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Contact Management | Can edit a house contact | Yes | Yes |
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Contact Management | Can edit contact name | Yes | Yes |
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Contact Management | Can auto generate contact names | Yes | Yes |
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Contact Management | Can view assigned contacts | Yes | Yes | Yes | Yes | Yes |
Contact Management | Can view assigned houses | Yes | Yes | Yes | Yes | Yes |
Contact Management | Can view assigned streets | Yes | Yes | Yes | Yes | Yes |
Customisation | Can manage custom fields | Yes | Yes |
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Duplicate Contact Management | Has access & management of duplicate contacts | Yes | Yes | Yes |
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General | Has access to dashboard pages | Yes | Yes | Yes |
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General | Has access to the sidebar in the dashboard | Yes | Yes | Yes |
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General | Has access to integration page | Yes | Yes |
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General | Has access to nationbuilder integration | Yes | Yes |
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General | Can export data | Yes | Yes |
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General | Can perform bulk actions | Yes | Yes |
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General | Can perform a single select | Yes | Yes | Yes |
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General | Can archive an effort | Yes | Yes |
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Helpdesk | Can view helpdesk prioirty level | Yes | Yes | Yes |
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Leaderboard | Has access to Organization's Leaderboard | Yes | Yes |
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Users & Teams | Can issue an invite | Yes | Yes | Yes |
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Users & Teams | Has access to Team Page | Yes | Yes | Yes |
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Users & Teams | Can view teams | Yes | Yes |
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Users & Teams | Can create a team | Yes | Yes |
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Permission Settings | Can manage the permission settings | Yes | Yes |
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Privacy Dashboard | Has access to the Privacy dashboard page | Yes |
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Privacy Dashboard | Can view & update the Record of Processing Activities | Yes |
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Profile Settings | Can leave the account |
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Talking Points | Can edit a talking point | Yes | Yes |
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Talking Points | Can access talking points | Yes | Yes | Yes | Yes | Yes |