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Account Types

Liberalist has multiple account levels available. Each level has been designed for different positions within your campaign.

Team Trudeau account

Who should have this level of account?

This account level is for new volunteers, door-to-door canvassers, phone bankers and data entry aides.

What can you do?

This will be the level of account that most of our volunteers will need for fulfill their day-to-day tasks. 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

Team Trudeau Plus Accounts

Who should have this level of account?

Typically, this account will be used by volunteers with a more senior level of responsibility, such as a receptionist.

What can you do?

This account has every feature available to Team Trudeau users, but it also includes the search tool Quick Look Up and the data entry tool Quick Mark which allows your volunteer to look up individuals in shared contacts and my voters and update their profiles.A Team Trudeau Plus users can also manage event participation for volunteers and attendees. Like a Team Trudeau user, this account cannot export any information.

Level 2 Account EN

Level 3: Advanced User

Who should have this level of account?

This account is designed for all of your campaign organizers, such as the campaign managers, Data Chairs, fundraisers, Communications Chair, etc. Level 3 account requests need to be approved by your riding president, candidate or campaign manager.

What can you do?

This account allows users to do everything Team Trudeau and Team Trudeau Plus accounts can do with the additional 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

Field Accounts

Community Team Coordinator

Who should have this level of account?

This account is designed for your Community Team Coordinators (CTCs), who are responsible for organizing a variety of Actions for their Community Team within your riding, such as Change at the Doorstep and Calling for Change Actions or data entry. Requests for a CTC account should be sent to your Field Organizer.

What can CTCs do?

This account allows users to do everything Team Trudeau and Team Trudeau Plus accounts can do with the additional ability to create lists of voters or shared contacts. The CTC account also allows users to manage virtual phone banks, cut turf, send lists to MiniVAN, use the data reporting tools such as Counts and Crosstabs and View Canvass Results, as well as create Team Trudeau and Team Trudeau Plus user accounts.

Community Team Leader

This account is designed for Community Team Leaders (CTLs), who are the central point of contact for the Community Team Coordinators. They are responsible for supporting several teams with recruiting and managing volunteers as well as organizing house meetings and Actions. They manage, report and track the activities of the CTCs. Requests for a CTL account should be sent to your local field organizer.

What can CTLs do?

This account allows users to do everything the Community Team Coordinator account can such as creating lists, managing virtual phone banks, cutting turf, sending lists to MiniVAN, using the data reporting tools as well as creating TT and TT+ account. In addition, CTL accounts can create and edit scripts on the Shared Contacts tab. They can also create Community Team Coordinator accounts.

The CTL and CTC accounts have been carefully designed to ensure that our local organizers can get access to the tools they need quickly and within LPC and Elections Canada rules. Neither CTC or CTL can send email blasts, set up broadcast surveys or edit scripts under My Voters. They also do not have access to membership or donor lists.

Community Team Organizer

This account is designed for Community Team Organizers (CTO), who are responsible for overlooking the projects and activities of the entire Team Trudeau in their riding. They are responsible for ensuring that all the data collected by their teams is entered into Liberalist. They will also work with the Campaign Manager and Data Manager to determine the areas in which the Community Team needs to take action. Requests for a CTO account should be sent in by your local field organizer and must be approved by your riding president, candidate or campaign manager.

What can CTOs do?

This account allows users to do everything the Community Team Leader account can. In addition, the CTO can send emails through the Shared Contacts tab.

Watch this video on the different Account Types in Liberalist:


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