Permission sets

Table of Contents

Show People Navigation
Show Events Navigation
- Display Events
- Permissions
Show Canvassing Navigation
- Display List
- Permissions
Show Donors Navigation
- Actions

Show People Navigation #
- Actions #
  - Show People tab
    
    Select this option if you want to show People tab to team member as per snap.
  - Allow add user
    
    Select this option if you want to allow team member to add new user from the app as per snap.
  - Allow edit user
    
    Select this option if you want to allow team member to edit existing users from the app as per snap.
  - Allow to log contact
    
    Select this option if you want to allow team member to log the contact from the profile in the app as per snap
  - Allow event RSVP
    
    Select this option if you want to allow team member to RSVP the user from the profile in the app as per snap.
  - Allow to sign petition
    
    Select this option if you want to allow team member to sign petition from the user profile in the app as per snap.
  - Allow to create canvass list
    
    Select this option if you want to allow team member to add the profile to specific canvassing list.
  - Allow to add ballots
    
    Select this option if you want to allow team member to add the ballots to the user profile.
  - Allow to add membership
    
    Select this option if you want to allow team member to add new membership to the user profile.
  - Allow to edit membership
    
    Select this option if you want to allow team member to edit the membership in the user profile.
  - Allow log donations
    
    Select this option if you want to allow team member to log donation from the profile in the app as per snap.
- Tags Tab #
  - Display tags
    - All
      Choose this option if you want to allow staff user to access all the tags available in your Nation.
    - Select tags
      
      Choose this option and select the specific tags only which you want your staff user to have access with.
  - Permissions
    - Allow edit tag
      
      Select this option if you want to allow the staff user to remove the existing tag from the profile.
    - Allow add tag
      
      Select this option if you want to allow the staff user to add new tag to the profile.
- List Tab #
  - Display list
    - All
      Choose this option if you want to allow staff user to access all the lists available in your Nation.
    - Select list
      
      Choose this option and select the specific lists only which you want your staff user to have access with.
  - Permissions
    - Allow edit list
      
      Select this option if you want to allow staff user to edit the list.
    - Allow add list
      
      Select this option if you want to allow staff user to add new list.
- Activities Tab #
  - Contacts Activities
    
    This will have list of all the contacts logged for the user.
  - Survey Responses
    
    This will have list of all the surveys with questions and answers recorded for this user.
  - Donations (coming soon)
    
    This will have list of all the donations done by this user.
  - Event RSVPs (coming soon)
    
    This will have list of all the events RSVPed by this user.
- Miscellaneous #
  - Hide address details
    
    Select this option if you want to hide address related details from the user listing, profile and address section.
  - Hide political tab on profile
    
    Select this option if you want to hide the Political tab for your staff user on the user profile.
  - Hide activity tab on profile
    
    Select this option if you want to hide the Activities tab for your staff user on the user profile.
  - Hide membership details
    
    Select this option if you want to hide the membership related details for your staff user on the user profile.
  - Hide donation details
    
    Select this option if you want to hide the donation related details for your staff user on the user profile.
  - Disable export list
    
    Select this option if you want to hide the Email CSV option on list detail page for your staff user that will actually export the list CSV and email to the staff user.
  - Hide Personal tab on profile
    
    Select this option if you want to hide the Personal tab for your staff user on the user profile.
  - Hide ballots
    
    Select this option if you want to hide the whole Ballots section from the Political tab as per snap.
Show Events Navigation #
- Display Events #
  - All
    
    Choose this option if you want to allow staff user to access all the events available in your Nation.
  - Select Event
    
    Choose this option and select the specific events only which you want your staff user to have access with.
- Permissions #
  - Allow RSVP
    
    Select this option if you want to allow your staff user to add new RSVP to assigned events.
  - Allow Check-in
    
    Select this option if you want to allow your staff user to check-in the RSVPed users.
Show Canvassing Navigation #
- Display List #
  - All
    Choose this option if you want to allow staff user to access all the canvassing lists admin has created from our client area or from mobile app.
  - Select Canvassing List
    Choose this option and select the specific canvassing list only which you want your staff user to have access with.
- Permissions #
  - Allow add canvassing list
    
    Select this option if you want to allow your staff user to add new canvassing list from the canvassing page, from the nearby list and from the household page.
  - Allow log contact
    
    Select this option if you want to allow staff user to log the contact in the canvassing list.
  - Allow event RSVP
    
    Select this option if you want to allow staff user to RSVP the user for specific event from log contact screen during canvassing.
  - Hide contact details
    
    Select this option if you want to hide contact details of user for your staff user.
  - Allow survey inputs
    
    Select this option if you want to allow staff user to record survey for user from the log contact screen during canvassing.
  - Allow petition
    
    Select this option if you want to allow staff user to sign petition for user from the log contact screen during canvassing.