Action Builder User Account Types & Abilities

Action Builder User Types

Before creating your users, it is important to know the difference between the account levels so that you can give appropriate access based on the role the individual will be playing in your campaign. The chart below breaks down the permissions by role:

Ability	Activist	Organizer	Lead	Admin
Login	✅	✅	✅	✅
Edit Your *Own Account Information	✅	✅	✅	✅
Add Notes to People in a Campaign	✅	✅	✅	✅
Mark Emails, Phone Numbers, and Addresses as Verified	✅	✅	✅	✅
Add Connections Between Entities	✅	✅	✅	✅
Add a Response	✅	✅	✅	✅
Quick Filter on WallChart and Activity Stream	✅	✅	✅	✅
Save and Share Quick Filter Queries	✅	✅	✅	✅
Create Responses (When unlocked)	✅	✅	✅	✅
Add a Flag For Follow Up	✅	✅	✅	✅
Add Tasks	🚫	✅	✅	✅
Add People to a Campaign	🚫	✅	✅	✅
Promote a Person in a Campaign to an Activist User	🚫	✅	✅	✅
Remove an Entity from a Campaign	🚫	✅	✅	✅
See Notes Other Users Have Added	🚫	✅	✅	✅
Create User Accounts	🚫	🚫	✅	✅
Edit User Accounts, Campaign Assignments, and Campaign Access	🚫	🚫	✅	✅
Edit Campaigns and Ownership	🚫	🚫	✅	✅
Create a Campaign	🚫	🚫	✅	✅
Customize a Campaign You've Created	🚫	🚫	✅	✅
Export Data from Action Builder	🚫	🚫	✅	✅
Invite Organizers to use Action Builder	🚫	🚫	✅	✅
Edit Organizer User Accounts, Campaign Assignments, and Campaign   Access	🚫	🚫	✅	✅
Create Responses (When Locked)	🚫	🚫	🚫	✅
Create Sections and Fields	🚫	🚫	🚫	✅
Invite Leads and Admin to use Action Builder	🚫	🚫	🚫	✅
Create and Edit Assessment Labels and Colors	🚫	🚫	🚫	✅
Edit Any User Account, Campaign Assignment, or Campaign Access	🚫	🚫	🚫	✅
Upload Data into Action Builder	🚫	🚫	🚫	✅