Users

This page will go over how to add/remove users from a campaign as well as explain what each of the user levels grant access to.

How to add/remove users from a campaign

Step-by-step Instructions

ADDING USERS
  1. Starting on the old menu, select "Users" under Administration.
  2. Here you will see a list of all the users, both current and expired, as well as their levels of access and expiration date. To add a user, select "Add new" in the top left corner.
  3. Fill out the form, double-checking that the email address is correct. For an explantion of the different levels access, see below. The expiration date, precinct restrictions, and verbal lock are all optional.
  4. Once you have finished filling out the form, be sure to hit save. An email will be sent to the new user with the account login information.

REMOVING USERS

To remove users from a campaign, navigate to the Users page from the Main Menu. Click "Edit" next to the name of the user you would like to remove, and set the users expiration date to a past date. This will expire their account and they will no longer have access.


User levels

  1. Overview:

    webElect gives you the ability to set user access and permissions by selecting one of six user levels, ranging from "Level 0 - Assignments" to "Level 9 - Administrator". You can set these for individual users by clicking "Users" under the Administration heading on the Main Menu and then "Edit" in the action column next to the name of the user.


    Level 0 - Assignment

    • Can access only walk/call/lists assigned directly to their account or by entering a specific packet ID


    Level 1 - Restricted

    • Can access only walk/call lists assigned directly to their account or by entering a specific packetD
    • Can search and view voter records





    Level 3 - Limited

    • Can view all info in a contact or voter record with the exception of sensitive notes and finance data
    • Can add new contact records
    • Can add/remove tags, sign requests, notes, etc. from individual contact/voter records, but no bulk adding/removing
    • Cannot run queries or reports from the voter database




    Level 5 - Regular

    • Can view/add/edit/delete all info except finance and user info
    • Can query and run reports from the voter database




    Level 7 - Treasurer

    Can view/add/edit/delete all info except user info

    • Can view/add/delete all info except finance and user info
    • Can query and run reports from the voter database




    Level 9 - Administrator

    • Any request to webElect support to modify user access must be approved by an active administrator on the account
    • Full access to everything including adding/editing user access




Last updated by Alli Bundy, created January 11, 2016