What is Ecanvasser's Leader?
Ecanvasser's Leader Account is Enterprise Level functionality, that allows stakeholders of multiple accounts to receive an overview of their sub-accounts from one unified dashboard. It allows the user to have a holistic view of how the account is performing.
Sample Leader Account: Presidential Account in U.S.A
As you can see from the above, there is some sample data which has been populated into the leader dashboard.
Each of these headings (states in this example) e.g Alabama is broken into what we call divisions. As accounts differ in size and geo location you might want to break your accounts into these to allow different regional break outs of the state, country, land, nation etc. You can then populate account specific to that division.
It will also give you a great breakdown, of contacts, houses, attempts, hit rate and of course reception rating which will allow you to decide where to spend your efforts if a particular region is working better or worse than the other.
Leader Permission Levels
There are a few different permissions which are associate with the Leader account here at Ecanvasser.
Similar to the account owner on a standalone Ecanvasser subscription, the leader owner will have full rights to the Ecanvasser Dashboard and Leader account including billing.
You can also:
1. Review the sub accounts associated with your leader account
2. Review or Remove those people who have access to the Leader Dashboard
3. Invite others to join as Leader Managers
The person has access to all features like the leader owner except queries in relation to the billing and invoicing.
Anyone with this permission level will have access to the assigned division as per the example above Alabama and all the associated accounts under that division.
They will in turn have account manager access to each of the accounts.
Within the Analytics page you can review cumulative statistics across all your accounts, either contrasting selected accounts, or all your accounts in their totality.
Filtering options include:
- Default to all accounts, or select a couple to contrast
- Change what data point you wish to review
- Select time-frame
The customize app page remains the same set up as an individual account here at Ecanvasser, the main difference is when you update the app page from a Leader account it populates down to each sub-account you have associated with the leader account.
This can take away from account personalization, or increase account unity.
This is usually customer specific.
On your Customize page, you can control which consent is being captured by toggling the consent types* on or off.
Once this is selected within Leader it will apply to all accounts. This will save you a lot of time as you won't have to configure this in the individual sub-accounts.
-Consent to receive updates on an issue is only presented after an issue has been reported
-Consent to receive Volunteer Updates is only presented a person has indicated they are a volunteer
Here is where you can see every member which is part of the account as a whole, specific division managers, account managers and individual organizer.