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
owner
Owner
Full platform access including billing, team management, and survey publishing.
Best For
manager
Manager
Can manage outreach and invite managers, members, and guests. Cannot publish surveys, manage billing, or change owner/manager roles.
Best For
member
Member
Can work all lists and walk packets and update contact results (no survey access).
Best For
guest
Guest
Can work assigned lists and walk packets and update contact results (no survey access).
Best For
Capabilities
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 work existing lists and packets and record contact results, but cannot manage them.
- Member vs Guest — Members see all campaign lists and walk packets. Guests see only lists and packets they are explicitly assigned to.
Assigning a canvassing team
Choose Member for a teammate who needs to work across the campaign’s lists and packets. Choose Guest for a volunteer who should see assigned work only. Owners and managers can create packets and select their assignees. Check the packet assignment separately from the parent list assignment.
Start with Voter Lists, then follow Walk Packets to prepare a volunteer’s area.