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 in sections and by role.

Legend:

• ✅ = Access Granted
• 🚫 = No Access

Ability	Activist	Organizer	Lead	Admin
Account Management
Login	✅	✅	✅	✅
Edit Own User Account Info	✅	✅	✅	✅
Campaign Management
Add Notes to a Profile	✅	✅	✅	✅
Mark Emails, Phone Numbers, and Addresses as Verified	✅	✅	✅	✅
Add Connections Between Entities	✅	✅	✅	✅
Add People to a Campaign	🚫	✅	✅	✅
Remove People from a Campaign	🚫	✅	✅	✅
Promote Person to Activist User	🚫	✅	✅	✅
Create a Campaign	🚫	🚫	✅	✅
Customize a Campaign	🚫	🚫	✅	✅
Export Campaign Data	🚫	🚫	✅	✅
Task & Info Management
Add Tasks	🚫	✅	✅	✅
Add Responses	✅	✅	✅	✅
Create Responses (When Locked)	🚫	🚫	✅	✅
Filtering & Follow Up
Use Query Builder on Wall Chart and Activity Stream	✅	✅	✅	✅
Save and Share Queries	✅	✅	✅	✅
Add a Flag for Follow Up	✅	✅	✅	✅
Advanced Permissions
Upload Data into Action Builder	🚫	🚫	🚫	✅
Edit Campaigns and Ownership	🚫	🚫	✅	✅
Invite Organizers to Use Action Builder	🚫	🚫	✅	✅
Edit Any User Account	🚫	🚫	🚫	✅
Create Sections and Fields	🚫	🚫	🚫	✅
Invite Leads and Admin to use Action Builder	🚫	🚫	🚫	✅
Create and Edit Assessment Labels and Colors	🚫	🚫	🚫	✅