Your Members Directory allows you to centrally manage all of your members and your teams within the one location.

Getting Started

Your Members Directory is made up of three main components:

  • Users View
  • Teams View
  • Invites View
  • Map View

Users View

All of your members who have completed the sign up process are listed under the Users view. This view includes the members' permission level, contact details, assigned team(s) and when they joined your account.

From here you can:

  1. You can invite new users by clicking "Invite user". For more information on the invite process please click here.
  2. You can change the permission set of each user.

3. You can bulk update the users to delete them or to add them to a team by clicking the checkbox next to their names:

4. Click on the name of the user to get an overview about the latest activity and to update your users assignments and permissions. Click here for more information of the users view.

Filter for Users

In the top right corner you find the filter symbol.

From here you can filter for your users depending on:

  1. Permission Level
  2. User Licenses
  3. Teams

The Team View 

From here you can:

  1. Create a new team
  2. Go to the settings for each team to edit the team, view the team scoreboard, view the canvasser activity or delete the team.

Creating a New Team

To create a New Team

  1. Select Create Team
  2. Type a Team Name
  3. Assign Team Members
  4. Select Save

Edit the team

  1. Click the wheel
  2. Click "Edit team"
  3. You can edit the name and users of the team.

Your Team Scoreboard

From here, you can:

  1. Go To Team Scoreboard
  2. Select Effort/All/Time
  3. Select Attempt Order

From the Scoreboard page you will also be given the option to Edit/Delete Teams.

Invites View

The invites view gives you an overview of the sent invites and the delivery status.

From here you can:

  1. Invite new users. For more information on the invite process please click here.
  2. You can bulk resend the invites or delete invites by clicking the checkbox of multiple recipients.

Map View

The Map View allows you to see all your users profiles on the map where their current location is.

By clicking on the profile you gain a detailed overview of the canvassers activities.

Tip: If you zoom in or out on the map you will only see the profiles of the users who are located on the visible map section.

If you have any questions you can message use in app or email support@ecanvasser.com

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