One of the most talked about aspects of any outreach team is security and we fully understand why. No matter what size your organization is, you want to learn more information about the people that you and your team are connecting with, the higher quality the data you have, the better return from your outreach efforts.
Ecanvasser has engineered transparency and access control security measures through the different user permission level settings.
There are 5 different permissions levels that your members can hold.
Next to the person who sets up the account- and is automatically given the permission set of a Account Owner - there are 4 options for your members with different permission sets:
- Account Owner: Has access to all aspects of the account, is the person who created the account and this can’t be modified.
- 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 or Members Directory pages.
- Lead Organzier: Restricted access to mobile and dashboard. Unlimited access to all contacts.
- Organzier: Restricted access to mobile and dashboard. Access limited to assigned contacts.
So how does all this work?
It's easy! When you sign up to use Ecanvasser you gain access to our dashboard which you can access on your laptop or tablet. 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 account- this person is the Account Owner and they have access to everything within the Ecanvasser account.
There is a subtle difference between Account Owner and Account Manager.
Your Account Manager can’t delete the account or access the billing section.
As mentioned above, the Account Owner can grant billing privilege's to individual Account Managers.
The Account Manager is the generally the main point person - everyone reports back to this individual and they can see everything on the dashboard, how many people in the contact file, all the completed interactions and any issues reported.
Next up, the 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 Staffer will complete work on the dashboard, but will not be in a position to create work for their colleagues.
Walk and Go
The Lead Organizer can access all contacts in the database through the mobile app or the dashboard but cannot perform any bulk actions such as export, delete contacts, or assign lists to other members. The Lead Organizer is typically the main point of contact when your team are out in the field.
Organizers, these are the people who usually make up most of your team and have limited access to List of contacts that are specifically assigned to their team (these are completed at the dashboard level).
They cannot access data that has not been assigned to them therefore and you can limit who can see what personal information.
You can further to modify the permission settings in the "Customize" page on the dashboard.
If you have any additional questions please contact: firstname.lastname@example.org