Numinar has 5 different user roles:
Owner
Admin
Staff
Field Organizer
Volunteer
For a detailed understanding of the different permissions for each user role, check out the table below!
Category | Task | Owner | Admin | Staff | Field Organizer | Volunteer |
Team | Change user roles | X | X |
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| Add volunteers | X | X | X | X |
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| Add staff | X | X |
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| Add admins | X | X |
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| Remove volunteers | X | X | X | X |
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| Deactivate volunteers | X | X | X | X |
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| Remove any users | X | X |
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| Deactivate any user | X | X |
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| Create/Edit Teams | X | X | X | X |
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Projects | Create projects | X | X | X (not text) | X (canvass only)
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| Delete projects | X | X | X | X (canvass only) |
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| Edit projects | X | X | X | X (canvass only) |
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| Reassign and Unassign users to projects | X | X | X | X |
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| Change project status | X | X | X | X | X |
Lists | Export lists to csv | X | X | X |
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| Create lists | X | X | X |
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| View all lists | X | X | X | X |
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| Edit lists | X | X | X | X (geofence only)
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| Delete lists | X | X | X |
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Surveys | Create texts / surveys | X | X | X |
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| View texts / surveys | X | X | X | X |
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Search | Search voters | X | X | X |
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| Add tags to voters | X | X | X | X | X |
| Remove tags from voters | X | X | X | X | X |
| View voter phone #s | X | X | X | X | X |
| View voter activity history | X | X | X | X | X |
Tags | Create tags | X | X |
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| Delete tags | X | X |
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| Edit tags | X | X |
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| Bulk upload tags | X | X |
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Reports | View all user activity | X | X | X |
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Contact | Ability to make calls | X | X | X | X | X |
| Ability to send texts | X | X | X | X | X |
| Ability to send call surveys | X | X | X | X | X |
| Ability to send text surveys | X | X | X | X | X |
| Ability to access canvassing app | X | X | X | X | X |
Settings | View estimated costs | X |
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| View phone numbers | X | X |
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| Add phone numbers | X | X |
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| Remove phone numbers | X | X |
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Relational | Set up Relational Organizing | X | X |
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| Use Help Your Friends/Neighbors Vote | X | X | X | X | X |