User roles and permissions
You can create, edit and customise roles and permissions in settings. There are four default roles all accounts will have as a basis:
Super admin - This can only be given to national users and allows the user to manage the whole system settings like billing, email senders etc. They will also be able to manage all campaigns.
Admin - This can be given to users in any organisation they will be able to manage all campaigns in their organisation.
Co-ordinator - Can set up and manage campaigns in their organisation.
Volunteer - Can take part in calling and SMS campaigns.
How to create new roles with custom permissions
As well as the default options, you can create new roles with access to any combination of Movement tools and admin.
First, go to your settings page and select Manage roles.
In the Manage roles page, you can see all the available roles for your organisation. Select add a role.
You will then be prompted to name the role you wish to create:
Your role will then appear in the list of rules. Click through to the newly created role to customise its permissions.
Here, you can customise the various permissions and access to tools on Movement. There are seven categories: volunteer, administration, advertising, audiences, campaigns, users and automations.
In this example, the organisation wants to have a user role for a volunteer that allows them to view and create campaigns, but without the ability to launch campagins:
Once you are happy with the selected permissions, click save. You can edit the permissions of any user role via the same process.
How roles work with sub-organisations
It's important to know that admin and co-ordinator roles give users admin permissions within their organisation and the organisations. So a national co-ordinator or admin will have admin permissions across the platform. Regional co-ordinators or admins will have admin permissions for campaigns within their region but won't have admin access to national campaigns.
Find out more about organisations.