Action Builder User Account Types & Abilities

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.

Action Builder has four user roles. Activist accounts are free. The remaining three roles are paid seats with progressively more access.

The chart below provides a general overview of account types and their abilities.

The chart below breaks down the full permissions in sections and by role.

Legend:   ✅ = Access Granted  |  🚫 = No Access  |  n/a = Not Applicable

Ability	Activist	Organizer	Lead	Admin
Account Management
Login	✅	✅	✅	✅
Edit Own User Account Info	✅	✅	✅	✅
Filtering & Follow Up
Use Query Builder on Wall Chart and Activity Stream	✅	✅	✅	✅
Save and Share Queries	✅	✅	✅	✅
Add a Flag for Follow Up	✅	✅	✅	✅
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)	🚫	🚫	✅	✅
Dashboard Notes
Create a Dashboard Note	🚫	✅	✅	✅
Read Own Dashboard Notes	n/a	✅	✅	✅
Read Any Dashboard Note	✅	✅	✅	✅
Edit Own Dashboard Note	n/a	✅	✅	✅
Edit Any Dashboard Note	🚫	🚫	🚫	🚫
Delete Own Dashboard Note	n/a	✅	✅	✅
Delete Any Dashboard Note	🚫	🚫	🚫	✅
Pin/Unpin Own Dashboard Notes	n/a	🚫	✅	✅
Pin/Unpin Any Dashboard Notes	🚫	🚫	✅	✅
Entity Notes
Create an Entity Note	✅	✅	✅	✅
Read Own Entity Notes	✅	✅	✅	✅
Read Any Entity Note	🚫	✅	✅	✅
Edit Own Entity Note	✅	✅	✅	✅
Edit Any Entity Note	🚫	🚫	🚫	🚫
Delete Own Entity Note	✅	✅	✅	✅
Delete Any Entity Note	🚫	🚫	🚫	✅
Pin/Unpin Own Entity Notes	🚫	✅	✅	✅
Pin/Unpin Any Entity Notes	🚫	✅ (activist notes only)	✅ (activist, organizer, and lead notes only)	✅
Advanced Permissions
Upload Data into Action Builder	🚫	🚫	🚫	✅
Remove Data via Upload	🚫	🚫	🚫	✅
Delete Data via Upload	🚫	🚫	🚫	✅
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	🚫	🚫	🚫	✅