If allowed per your Role in Organizer (e.g., Manager, Admin), you may add new users to your organization.
To add a new user, follow these steps:
- Within Account Management > Users, click Add User.
- Choose whether to manually Enter Email Addresses or Import a CSV File to add the new user(s).
- Note: Your CSV file should include one column of email addresses without any column headers.
- After entering the email address or uploading the CSV file, Assign Roles. You can assign added users to one of the default roles (Admin, Manager, and Member) or to any custom roles your organization's account has created.
- You can Review the users that you've entered or uploaded and their assigned roles. You can update a user's role using the drop down menu or remove a user by selecting the delete icon.
- Click Send Invites.
Canvassers
You can choose from two different ways to add Canvassers:
- Add them as regular Users in your account following the instructions above, or
- Add them as one-time volunteers with a passphrase login following the instructions in Add Canvassers to the Mobile App.
If you want to add a Canvasser as a regular User in your account but you want to limit their access to Canvassing only, you can Create a Custom Role that only has access to the Canvassing Mobile App, turning off all other permissions for the role.
Welcome Email
Individuals you invite to join your Organizer account will receive a welcome email with a link to set up their account and instructions to contact Support if they need help.