Promoting to User

This feature is only available to Admins, Leads and Organizers

Action Builder makes it easy to empower local leaders by seamlessly being able to promote them to organizers on the tool. 

To get started, open a person's profile page from the Wall Chart. On the left side of the screen there is a box with the person's topline information, look for the 'Promote' hyperlink:

Action Builder will fill in the remainder of the information from the person's profile and give you an option to edit the information. By default, the account type will be assigned as Activist. Make sure to limit the individual's access to the appropriate turf.

You are able to promote an individual to any account role below your own. See the Account Roles help page for more information.