Team Management

Manage access, roles, and workloads for campaign staff and volunteers.

Add Members

1. Go to Team → Members and click Invite Member.
2. Enter name, email/phone, and assign the appropriate role.
3. Optionally restrict by constituency, campaign, or feature set.
4. Send invite—users receive onboarding instructions instantly.

Assign Tasks

• Create tasks from voter profiles, campaigns, or the Task Board.
• Set due dates, priority, and attach context (notes, files, location).
• Assign to individuals or groups; enable reminders for overdue tasks.
• Track completion rates from the Team Dashboard.

Role Permissions

• Use prebuilt roles (Admin, Staff, Volunteer) or craft custom ones.
• Toggle access to modules (Messaging, Analytics, Finance).
• Scope data visibility by geography or tenant.
• Audit permission updates to meet compliance requirements.