Campaign Roles & Access

Every campaign requires at least one owner. Assign roles based on what each team member needs to do.

Roles

primary owner

Primary Owner

Same as Owner, but cannot be removed by other team members.

Best For

Primary account holder

Legal responsibility

Candidates

Committee chairpersons

owner

Owner

Full platform access including billing, team management, and survey publishing.

Best For

Campaign managers

Organizational directors

manager

Manager

Operational access to lists, targeting, analyst, and survey drafts (no publish).

Best For

Field directors

Volunteer coordinators

Technology or data leads

member

Member

Can work all lists and update contact results (no survey access).

Best For

Canvass leads

Short-term consultants

Staff volunteers

guest

Guest

Assigned lists only with contact updates (no survey access).

Best For

Walk list volunteers

Single-list canvassers

Capabilities

Owner

Manager

Member

Guest

General

View campaign dashboard

Targeting & saved segments

–

AI analyst

–

Lists

Access all voter lists

–

Assigned lists only

–

Create or edit lists

–

Assign teammates to lists

–

Walk Packets

Build walk packets

–

Update contact status

Surveys

Create or delete surveys

–

Publish surveys (schedule/run)

–

Team & Billing

View team roster

–

Invite or remove members

–

Manage billing

–

General

View campaign dashboard

OwnerManagerMemberGuest

Targeting & saved segments

OwnerManager

AI analyst

OwnerManager

Lists

Access all voter lists

OwnerManagerMember

Assigned lists only

Guest

Create or edit lists

OwnerManager

Assign teammates to lists

OwnerManager

Walk Packets

Build walk packets

OwnerManager

Update contact status

OwnerManagerMemberGuest

Surveys

Create or delete surveys

OwnerManager

Publish surveys (schedule/run)

Owner

Team & Billing

View team roster

OwnerManager

Invite or remove members

Owner

Manage billing

Owner

Primary Owner has the same permissions as Owner but cannot be removed by other team members.

Key differences

Owner vs Primary Owner — Primary Owner cannot be removed by other team members and is the only one who can transfer the primary designation.
Manager vs Member — Managers can create lists, build walk packets, and assign teammates. Members can only work existing lists.
Member vs Guest — Members see all campaign lists. Guests only see lists they’re explicitly assigned to.