Every campaign is different, and has different needs from the data they're gathering and the permissions they wish to grant users. Here, we'll learn some of the options available to you within Ecanvasser to do this.
Accessing Feature Settings
To access these, click on:
- Your Profile icon
- The Settings option
- The Campaign you wish to edit
Managing Your Feature Settings
Under Feature Settings, you can control access levels for a variety of functionality such as editing a person, deleting houses etc. Start with selecting the feature that you wish to change access. This will open the access control panel for that feature.
Unchecking a box will disable users with that role type their ability to engage in using that functionality. As such, if you wanted to disable a feature in it's entirety, uncheck the "Select All" box. Checking a box will enable that feature.
Click save when you are ready to save your changes.
Issue: Ecanvasser includes a CRM for constituency management. This functionality is best used for information from a Voter that requires a direct follow up, rather than for general notes. You can learn more about Issues here.
Survey: Ecanvasser offers a lot of ways for gathering data. That said, if you decide Surveys aren't for you, you can disable these here, to help unclutter your Canvass Screen.
Add Voter: The permission feature allowing app users to create new occupants, for already existing households.
Reception: Ecanvasser's Reception allows your Canvasser to log your canvassers opinion of a voters level of support or engagement on a 5 Star scale in a single click. You can decide if this is the method that works best for you!
Edit Voter: The permission feature allowing app users to edit any detail of a Voter, outside of the app Canvass Screen.
Delete Voter: The permission feature allowing app users to delete individual Voters, as they see relevant.
Add House: The permission feature allowing app users to create new Households while in the field.
Edit House: The permission feature allowing app users to edit the addresses of Houses.
Delete House: The permission feature allowing app users to delete Houses, and all their Voters, while in the field.
Anonymous Canvassing: Different campaigns have different opinions on the best way to log data, Ecanvasser allows you to decide how data is saved to either a Voter, or their House.
While this is turned on, users will have the ability to complete an Anonymous Canvass. As such, when they either Canvass, or log a different Canvass Status (e.g. Not Home), the data and status will apply to the individual occupants of the House, but the House itself.
As a result, information regarding these Canvasses will not apply when filtering via the People tab of the People page, but will when filtering from the Houses tab of the People page (which also includes results tied to People), as well as the Map page, which also provides results based upon Households and not People.