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Set Up Users

Detailed instructions for setting up users for form delivery.

Ashley Harris avatar
Written by Ashley Harris
Updated over 2 weeks ago

When a user creates a form delivery, they can only see cards that are associated with that user’s turf level. That means that it is important to review the turf level for the users that are creating form deliveries and make sure that it matches the way the program is being implemented on the ground. Take the following example: 

If a user that is associated with the ‘ACE-PHOENIX’ turf created a form delivery, they would only see cards that came from canvassers associated with the ‘ACE-PHOENIX’ turf. However, a user at the ‘ACE’ level has statewide access and can see cards from all three offices. That is why it is important to make sure that the users creating the form deliveries have the right turf access, and that the turf is set up in the right way.  

A user’s turf is selected when that user's account is created. It can be viewed and edited by clicking on the Legohead and selecting ‘Settings.'

You can search for a user by their full first and last name. Once the user is found, click in the action column and select 'Edit' to view and edit the user's turf: 

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