The Users & Teams page allows you to centrally manage all of your users and teams within one location.
Getting Started
The Users & Teams page is made up of four main components:
Users View
All of your users who have completed the sign-up process are listed under the Users view. This view includes the users' permission level, contact details, assigned team(s), and when they joined your account.
From here you can:
You can invite new users by clicking "Invite user".
For more information on the invite process please click here.You can change the permission set of each user.
Delete a user from the group.
You can bulk update the users to delete them or to add them to a team by clicking the checkbox next to their names:
Click on the name of the user to get an overview of the latest activity and to update your user's assignments and permissions.
Click here for more information on the user's view.
Filtering Users
In the top right corner, you find the filter symbol. From here you can filter for your users depending on:
Permission Levels
Teams
Your Team View
Within your team view, the following options are available to you:
Go to the settings for each team, with these options:
delete a team
Creating a New Team
To create a New Team:
Select the + CREATE TEAM option
Enter a name for your new team
Add users to the team
Choose a color for the team
When you're finished, click SAVE and your team will be created!
Editing a Team
Click the wheel cog icon next to the team
Select the "Edit Team" option which will open a pop-up window to edit the team details
From here, you can edit the team name, add or remove users of the team, and modify the color of the team
Your Team Scoreboard
The Team Scoreboard is useful to review the effectiveness of your team in terms of outreach programs.
Within the Team Scoreboard page, you can:
View the overall Team performance
Identify the top-performing Organizer based on attempts, houses visited, or highest conversion rate using the column sort option
View an individual team user's details by clicking on their name
Filter your team's performance based on the following criteria:
Campaign Effort
Time Range
Interaction app type
You can also access the Field Tracking page directly from the Team Scoreboard as well as edit or delete the team:
Your Invites View
The invites view gives you an overview of the sent invites and the delivery status.
From here you can:
Invite new users.
For more information on the invite process please click here.You can bulk resend the invites or delete invites by clicking the checkbox of multiple recipients.
Your Users Map View
The User Map View allows you to see all your user profiles on the map based on their latest location (either the location of their last saved interaction or last login)
By clicking on the profile you gain a detailed overview of the users' activities.
Tip: If you zoom in or out on the map you will only see the profiles of the users who are located in the visible map section.
If you have any questions you can message us in-app or email support@ecanvasser.com