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Account Types

There are three levels of user accounts in Liberalist. Each level has been designed for different positions within your campaign.

Level 1: Basic User

This account level is for new volunteers, door-to-door canvassers, phone bankers and data entry aides. This should be sufficient for most ordinary activities that volunteers will encounter day-to-day. Basic Users have access to modules such as Grid View, Scan Bar Codes and the Virtual Phone Bank so they can enter data and make phone calls with lists that are assigned to them. However, they cannot search for any individual or create a list of voters. They will only be able to use lists supplied to them by other users. This user level cannot export any information.
Level 1 Account EN

Level 2: Intermediate User

This account has every feature available to Level 1 users, but it also can search for individuals in shared contacts and my voters and update their profiles. Level 2 users can also manage event participation for volunteers and attendees. Typically, this account will be used by volunteers with a more senior level of responsibility, such as a receptionist. Like Level 1, this account cannot export any information.
Level 2 Account EN

Level 3: Advanced User

This account is designed for all of your campaign organisers, such as the campaign managers, volunteer co-ordinators, canvassing chairs, fundraisers, poll captains, technology co-ordinators, etc. This account allows users to do everything Level 1 and 2 users can do with the addition of the ability to create lists of voters or shared contacts. This account also has access to the analytics modules and can create and edit form letters, survey questions, scripts for phone banks and door-to-door canvasses. Level 3 users are able to request exports of information contained within the voter or shared contacts file.
Level 3 Account EN

Watch this video on the different Account Types in Liberalist:

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