In concert with our goal of sharing the workload throughout the entire party, we have roles that specialize in operating your website. There are 6 different user roles, ranging from highest privilege to lowest. We greatly encourage user feedback to filter to your State IT Director which we use to adjust the service as needed. The chart shows the primary functions for each user.
- State Admin
- State Leader
- Campaign Volunteer**
- County Leader*
- County Volunteer*
- Editor
- Contributor
There is a subscriber role but that serves no purpose for your site at the moment.
| Responsibilities | Admin | State Admin | State Leader | Campaign Volunteer | County Leader | County Volunteer | Editor | Contributor |
|---|---|---|---|---|---|---|---|---|
| Access Website | ||||||||
| Access CiviCRM | ||||||||
| Access Simplified CiviCRM Dashboard | ||||||||
| Making Phone Calls | ||||||||
| Logging Activities | ||||||||
| Add Notes | ||||||||
| Caldera Forms Management | ||||||||
| State Theme Customizer Settings | ||||||||
| Paid Event Setup | ||||||||
| Message Templates | ||||||||
| Blog Posts | ||||||||
| Event Posts | ||||||||
| Manage Website Content | ||||||||
| Navigation Menu | ||||||||
| Adding Knowledgebase Articles | ||||||||
| Creating Knowledgebase Categories | ||||||||
| User Management | ||||||||
| Approving Contact Record Changes | ||||||||
| Searching For Volunteers | ||||||||
| Searching For Members | ||||||||
| Adding New Pages | ||||||||
| Adding New Individual | ||||||||
| Adding New Candidate | ||||||||
| Adding New Local Affiliate | ||||||||
| Adding A Membership | ||||||||
| Merging Duplicates | ||||||||
| Report Management | ||||||||
| Direct Editing Of Records | ||||||||
| Theme Template And Global Standards | ||||||||
| Theme Add-On Customizations | ||||||||
| Plugin Updates | ||||||||
| Theme Updates | ||||||||
| Contribution Page Management | ||||||||
| Payment Processor Integration | ||||||||
| Data Imports | ||||||||
| Civicrm Upgrades | ||||||||
| General Civicrm Adminstration | ||||||||
| Data Model Planning |
*This role should not be used yet until we have the dashboard tool in place.
**This role is a stop-gap measure until we have the dashboard tool in place. They will transition from using CiviCRM to the Simplified CiviCRM Dashboard at that time. The risk of adding candidates and their campaign volunteers is up to the states. We advise states have their candidate’s and their volunteers sign an NDA. They should only give to those candidates which they have total trust. When you grant access they will have entire statewide access; national will not invest time to configure specific access control for these users. With this said, statewide campaigns may be the best fit for this application.