Team Management
Approve users, assign roles, and track team activity.
Approving New Users
When someone signs up for the app, they start with "Pending" status and can't see any voter data until approved.
- Go to Team in the sidebar
- Click the Pending tab
- Review the user's name and email
- Click Approve to grant access, or Reject to deny
Approved users default to "Canvasser" role. You can change this after approval.
Changing User Roles
- Find the user in the Active tab
- Click on their row to open details
- Use the Role dropdown to select: Canvasser, Team Lead, or Admin
- Click Save
Role Descriptions
| Role | Best For |
|---|---|
| Canvasser | Volunteers doing phone/door outreach. Mobile app only. |
| Team Lead | Coordinators managing a group of canvassers. Dashboard access. |
| Admin | Campaign managers with full system access. |
Assigning Cut Lists
Canvassers only see voters from cut lists assigned to them.
- Click on a user to open their details
- In the Cut List Assignments section, click Assign
- Select one or more cut lists from the dropdown
- Click Save
Team Leads and Admins can see all voters regardless of cut list assignment.
Tracking Activity
The user detail view shows:
- Last active - When they last used the app
- Contacts made - Total voter contacts recorded
- This week - Activity in the past 7 days
- Contact history - Recent contact records
Deactivating Users
To remove someone's access:
- Click on the user
- Click Deactivate
- Confirm the action
Deactivated users can't log in but their contact history is preserved. You can reactivate them later if needed.