Your Team members are the staff and the volunteers you will be relying on in the course of your cause, organization, or movement.
Depending on the role they occupy within the account, you can set different permission levels as to what level of access a Team member has to your overall Ecanvasser account.

Adding a team member

From the tab "Users & teams" select the INVITE USER button:

To send an invitation to join your account:

First, Choose the permission level for the user.
Enter the email address or phone number of the individual you wish to invite to the Account. You can enter up to 1000 email addresses at once, saving you time :)
Then select the relevant Mobile App link you want to include in the email or text invitation.
Note - WALK is typically used for customers who have a contact file
GO is typically used for customers who are building up their contact database from scratch or have not yet had access to their contact file
Next, You will need to assign the user to a team. (Click next to skip this step if required)
Finally, you review your invite before sending it.

Please note only App users (Lead Organizer or Organizer) may be invited via phone number as they will only have access to the Walk and Go apps, They will have no access to the dashboard.

Bounce-back emails

Please note that there is a limit on the number of bounce-back invites that can be sent to invalid email addresses. If 10 bounce-back emails are received within a 24-hour period, the user sending the invites will temporarily receive an error and will be prevented from sending further email invites.

To avoid this, please ensure that email addresses are entered correctly. If you are unsure of a user’s email address, you can alternatively invite them using their mobile phone number.

Invite emails blocked due to repeated bounces
To protect deliverability, Ecanvasser temporarily blocks an account from sending invite emails if more than 10 invites bounce within a 24 hour period. Invites will not send until the block clears.

What is a bounce?
A bounce means the invite email could not be delivered. Common reasons include an incorrect email address, a mailbox that no longer exists, a full inbox, or the recipient’s email security rejecting the message.

What to do now

Confirm which addresses bounced
Check the list of invitees you recently added and look for typos or outdated addresses. If you have access to the bounce list in your email logs, confirm which addresses failed.
Stop sending more invites for now
Continuing to send invites while blocked will not help and can extend deliverability issues if the underlying problem remains.
Fix the underlying cause
Correct any invalid addresses. Ask recipients to confirm the exact email address they want to use. If the address is valid but still bouncing, ask the recipient to check spam or quarantine rules and allowlist your sender domain.
Wait for the block to clear
The block is triggered by bounces in a rolling 24 hour period. Once bounces drop back below the threshold, sending will resume automatically.
If it is urgent
Use the alternative onboarding method by inviting the user by mobile number.

How to prevent this happening again

Verify emails before sending invites
Copy and paste addresses directly from a reliable source. Avoid manually typing multiple addresses.
Invite in smaller batches
If you are inviting a large team, send invites in smaller groups. This reduces the chance of hitting the bounce threshold quickly if a subset of addresses is invalid.
Confirm corporate email security settings
Some organisations block automated invites or unknown senders. Ask your IT team to allowlist the sending domain ecanvasser.com and to check quarantine policies.
Avoid role based or shared inboxes
Addresses like info@, sales@, admin@ can be more aggressively filtered or misconfigured. Use named user addresses, where possible.
Clean up old user lists
If you reuse previous lists, remove inactive or outdated users before resending.

Checking the status of invites

Go to the tab "Users & Teams" and choose the view "Invites".
From here you can see the delivery status of your invites.
If you want to resend the invite or change the permission of one user, click on the wheel for both options.

For bulk resending the invites select all the users by the checkbox and resend the invites.

If you want to remove a user click here for more information.

Team member permission levels

There are 5 different permissions levels that a Team member within your Ecanvasser Account. The person who created the account is the Account Owner.
There are 4 options for subsequent team members.

Account Manager: Has access to all features within the dashboard and mobile apps except billing administration (Account Owner may grant billing admin privileges to any account manager).

Staffer: Has access to most features within the dashboard and mobile apps. Restricted from creating lists. No access to Analytics.

Lead Organizer: Restricted access to mobile and dashboard. Has the ability to reflect on previous reports of houses or contacts that were interacted with in the past - these are your experienced organizers who can assist and lead other regular organizers and volunteers.

Organizer: Restricted access to mobile and dashboard.

Note: Access for all permission levels is limited to assigned contacts within the mobile app.

See more here.

As the Account Owner, you will have to invite others to join the Account.
Once you appoint an Account Manager, this member can take responsibility for all aspects, excluding the billing and cancellation of the account.

There is a separate Billing Administration support article - visit here to learn more.

In deciding what level of access a Team member may require, bear in mind the following:

Account Managers and Staffers are typically back-office, or HQ staff
Lead Organizers and Organizers are based in the field
Account Managers are directing Organizers in the field
Staffers are addressing issues raised by contacts, or interactions with contacts in the database.
Lead Organizers have the ability to reflect on previous reports of houses or contacts that were interacted with in the past - these are your experienced organizers who can assist and lead other regular organizers and volunteers

Generic team member accounts

Depending on the size of your account, you might know your entire team, or there may be a large number of volunteers who are not known to you, or that can only assist for a handful of days.

In instances such as this, rather than creating countless new Team member accounts every day, which may not ever be used again, you may want to consider creating generic accounts.

These accounts can be used day after day by different individual users, with the user account not being linked with any specific individual, but rather email addresses you created specifically for this very purpose.

Follow these steps to create generic user accounts:

1. Set up a number of generic email addresses, for example:

MyVoluneer1@gmail.com

MyVoluneer2@gmail.com

2. Add these accounts as Team members to your account, with the appropriate permission level (this will likely be Organizer unless you are having Volunteers interact from the Database page for a campaign effort such as Phone Banking)

3. When Volunteers arrive at a location point, have them log into the next available account after having downloaded the app.

These accounts can then be used by completely separate Volunteers every day; having a generic account assigned to them as they arrive to begin the day's work.

You may wish to take into consideration appropriate security procedures in using Ecanvasser in this manner. Namely, ensuring that the permission level assigned to these accounts is appropriate, and updating passwords on the generic accounts at appropriate intervals.