Opening Roles
From the left sidebar, click Campaign › Roles or navigate to /roles.
Default Roles
| Role | Description |
|---|---|
| Admin | Full system access — all modules, settings, user management |
| Manager | Most modules except system settings — can manage staff and projects |
| User | Standard user — limited by permissions granted by admin |
| Volunteer | Field volunteer — voter list view and SureWin canvassing only |
Creating a Custom Role
- Click + Add Role.
- Enter the role name and description.
- Select which modules this role can access.
- For each module, choose whether the role can view, create, edit, or delete.
- Click Save.