One of the most talked about aspects of any outreach team in 2020 is security and we fully understand why. Candidates want to learn more and more information about people in order to earn votes and information matters because the more information and data you and your team have, the better the outreach.
That's why Ecanvasser is the right software for you. Ecanvasser guarantees transparency and security through different permission level settings amongst our users.
Traditional Election Campaign
There are 5 different permissions levels that your members can hold. Next to the person who sets up the campaign - and is automatically given the permission set of a Campaign Owner - there are 4 options for your members with different permission sets:
- Campaign Owner: Has access to all aspects of the Campaign, is the person who created the account and can’t be modified.
- Campaign Manager: Access to all features of the Dashboard except billing and cancelling the campaign.
- Campaign Staffer: All rights to Dashboard, except creating Lists and Teams.
- Lead Canvasser: Access to the mobile app and can read reports of houses that have previously been contacted.
- Canvasser: Access to the mobile app but is unable to view the engagement history of a house.
So how does all this work?
Simple, when you sign up to use Ecanvasser you gain access to our dashboard which you can access on your laptop or tablet. Also on sign up it allows you to download and make full use of our app's; Ecanvasser Walk and Ecanvasser Go both are available to be downloaded on the Play Store and the App Store.
Should you need any assistance in set up, please reach out to email@example.com
Who uses the dashboard on a daily basis?
The dashboard can be easily accessed by the person who sets up the campaign - this person is the campaign owner and they have access to everything Ecanvasser. A lot of the time the Campaign Owner and the Campaign Manager are often the same people.
If the Campaign Owner is not the Campaign Manager then here is the subtle difference. Your Campaign Manager can’t delete the campaign or see the billing matters - that’s all.
The Campaign Manager is the main point person in our infographic above - everyone reports back to this individual and they can see everything on the dashboard, how many people in the voter file, all the completed canvasses and any issues reported.
Next up, the Campaign Staffer also has access to the dashboard but is not able to create Lists; invite team members; or make bulk changes with in bulk to your database. The best way to think of this is that a Campaign Staffer will complete work on the dashboard, but will not be in a position to create work for their colleagues.
Walk and Go
Leaving Campaign HQ, we look next to the Lead Canvasser, who can access everyone on the database but only through the mobile app - no access to the dashboard.
Canvassers, these individuals usually make up most of your team, and have access to specifically assigned Lists (these are completed at the dashboard level). They cannot access data that has not been assigned to them therefore, people don't have to worry about numerous people accessing their personal information.
You can always update the permission settings in the "Customize App" page on the dashboard.
All personnel can use the apps :)
If you have any additional questions please contact: firstname.lastname@example.org