POLL CITYSOCIAL

Team roles and permissions

1 min read·Intermediate
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Poll City has 4 team roles. Choose the right one for each team member.

Admin

Full access. Can invite/remove team members, change billing, delete data. Give only to the campaign manager and deputy.

Manager

Same as Admin but can't manage team or billing. Good for coordinators who run day-to-day operations.

Volunteer Leader

Can manage volunteers, shifts, and canvassing. Can't access donations or billing. Good for field organizers.

Canvasser

Can see contacts and use the Walk app. Can't edit contacts or access other modules. Good for door-knocking volunteers.

How to invite

Settings → Team → Invite member → enter email, pick role, click Send. They'll receive a sign-in email.

How to change roles

Click the role dropdown next to any team member. Change saves immediately.

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