📌 Note: Multiple permission sets are available as add-ons. For more information on adding new features please see the add-ons page in your nation.
Once a person becomes a control panel user (CPU), they can send communications, access your people database, and become a point person to supporters. As an admin, you have the ability to create permission sets so that you can pick and choose what exactly each CPU can do/access in your nation.
At Settings > Nation defaults > Permission sets, you can edit or create permission sets.
Each section of the control panel will be listed with a checkbox (which defaults to checked) next to each, so you have the ability to uncheck any sections to customize what users with this permission set can access.
People: Everyone
The ability to see and interact with every profile in the People section.
People: Assigned
The ability to see and interact only with profiles assigned to you in the People section.
People: None
The People section is not displayed when the user opens the control panel.
Website:
The ability to see and interact with the Website section.
Communications:
The ability to see and interact with the Communications section.
Finances:
The ability to see and interact with the Finances section.
Settings:
The ability to see and interact with the Settings section.
To edit an existing permission set, hover over and click Edit next to the name of the one you want to edit.
Need more direction? We also offer demos and virtual/in-person training sessions!