Campaign Roles & Access

Every campaign requires at least one owner. Additional roles are optional and should be assigned based on operational requirements. The primary owner designation cannot be removed by other team members and can only be transferred by the current primary owner.

Role Overview

Owner

Best for: Campaign managers, directors of operations, senior staff

• Full platform access including billing and team management
• Can create, edit, archive, and assign all campaign voter lists and walk packets
• Controls invitations and role assignments
• Multiple owners can be assigned per campaign

Primary Owner

Best for: Campaign director, executive director, legal account holder

• Same capabilities as owner with one critical difference: cannot be removed by other team members
• Only the primary owner can transfer this designation to another owner
• Every campaign has exactly one primary owner
• Should be assigned to someone with reliable access to billing and legal records

Manager

Best for: Field directors, data directors, regional coordinators

• Full operational access to targeting, lists, and walk packets
• Can create and edit voter lists, build walk packets, and manage list/walk assignees
• Cannot manage billing, invitations, or change roles
• Ideal for day-to-day campaign operations without administrative overhead

Member

Best for: Canvassers, phone bankers, field organizers

• Can work all voter lists in the campaign and update contact results
• Has full visibility into shared lists and walk packets without edit controls
• Cannot create lists, build walk packets, assign teammates, or access settings
• Streamlined access for field operations

Guest

Best for: Volunteers, short-term consultants, external partners

• Restricted to the specific lists and walk packets they are assigned
• Read-only access to voter data (no contact status changes or list management)
• Temporary access level designed for limited engagement
• No access to campaign settings or team information

Capabilities

Primary owners share the same list and walk-packet permissions as owners; the designation only affects who can transfer ownership.

List & Walk Packet Permissions

Lists

• Owners & primary owners can create, rename, soft-delete, and assign any user-facing list. Assignment controls are visible in list headers and backed by Supabase policies that limit the assign_user_to_list RPC to owner-level roles.
• Managers share the same list management powers as owners without billing controls. They can update list metadata, manage assignees, and view the full team roster to collaborate with field staff.
• Members can open every list in the account, review voter details, and run actions such as sorting or filtering. They cannot assign teammates, rename lists, or create new lists.
• Guests only see lists where they are explicitly assigned. Attempts to open other lists (including via deep links) are blocked with a 403-style message.

Walk packets

• Owners & primary owners can create, edit, and delete walk packets, as well as assign canvassers to individual packets. Both the API guard and the underlying Row-Level Security limit write access to these roles.
• Managers can do everything owners can for walk packets—create sheets, reassign turf, or clean up completed packets—without touching billing or invitations.
• Members can open any walk packet tied to their campaign lists and work them in the field experience, but they cannot create new packets or change assignments.
• Guests must be assigned to a list or walk packet to access it and remain strictly read-only for packet management.

Contact updates & canvassing

• Owners, primary owners, and managers can perform bulk contact updates and adjust contact types for any voter in the list or walk view.
• Members can mark voters contacted or not contacted, log support status, and update canvass notes. They have the same data-entry powers in the walk interface without the ability to change assignments.
• Guests are read-only. They can preview assigned voters for logistics but cannot update contact outcomes or list memberships.