Who Can Create a New User
There are two easy ways to create a new user in Action Builder: A) Creating a brand new profile, or B) Promoting an existing person. Users with account types of Lead or Admin can create a brand new profile, whereas Organizers, Leads, and Admins can promote existing people in a campaign to a user.
To learn how to promote existing people into being a user, go to the Promoting a User page.
As a reminder, Admins can create all types of accounts, while Leads can only create Organizer and Activist accounts and Organizers can create only Activist accounts. More information can be found on the Account Types page.
Creating a New Profile
Creating new users is simple in Action Builder. Start by clicking on the three dots in the top right corner of the screen.
To add a new user, click the "+" button.
On the next screen, fill in the user's first name, last name, and email address, and then select the appropriate account type.
Once you select the account type, a user will need to be assigned to a campaign. If you want to give a user access to multiple campaigns, select the option for Add Another Campaign.
Once you have added campaign access for new users, you will need to decide if you want to give them access to a specific turf as well. If you want to limit the users' access, use Select Assignments and select the response that you want to use to limit their access. Make sure to check the box for "Limit user's access to this assignment". Once you are finished, click on "Invite User" or on "Invite & Add Another User" if you want to add another person. An email will go out to the new user, but it may take up to five minutes for it to arrive.