Roles & Permissions

Caution

This page is only accessible to users with the Super Admin role.

Overview

The Roles page lets you manage user roles and their associated permissions. Each role defines what a user can see and do in the admin dashboard. The system comes with built-in roles, and you can create custom roles for specialized needs.

Statistics

Stat	Description
Total Roles	Number of roles (with system role count)
Permissions	Total available permissions in the system
Users Assigned	Total users across all roles

Built-in Roles

The system includes these default roles, ordered by priority:

Role	Priority	Description
Super Admin	Highest	Full access to everything including roles, audit log, and data import/export
Admin	High	Manages team, voters, campaigns, and most admin features
Team Lead	Medium	Manages assigned turfs, approves canvassers, views team activity
Canvasser	Low	Views assigned voters, records contacts, basic app access
Pending	Lowest	New signups awaiting approval—no dashboard access

Tip

System roles (marked with a lock icon) cannot be deleted or have their slug changed. You can still modify their permissions.

Creating a Custom Role

Click Create Role and fill in:

Field	Description
Display Name	Human-readable role name (e.g., “Phone Banker”)
Slug	URL-safe identifier (auto-generated from name if left blank)
Description	What this role is for
Priority	Number 0–99 determining role hierarchy (higher = more authority)

Managing Permissions

Click on a role row to open its detail page where you can manage permissions. Permissions are organized by resource (e.g., voters, events, templates) and action (view, create, update, delete).

Editing Roles

Click the edit button on any role to update:

• Display name
• Description
• Priority level

Caution

Changing a role’s priority affects the hierarchy. A user with a higher-priority role can manage users with lower-priority roles.

Deleting Roles

Roles can only be deleted if:

• They are not system roles
• They have no users currently assigned

If users are assigned, reassign them to a different role first.

Best Practices

• Use the built-in roles for most users—they cover standard campaign needs
• Create custom roles only when you need a specific combination of permissions
• Keep the priority hierarchy logical—higher authority roles should have higher priority numbers
• Review role assignments periodically to ensure users have appropriate access