Account Owner Features Checklist
Use this checklist to review key Account Owner features and confirm they are configured for your account.
✓ | Feature | Location | Description | More Information |
☐ | Dynamic Lists | Survey & Data Settings | Automatically removes voters who have already voted from your walk lists and phone lists, ensuring canvassers and callers are always working with the most up-to-date voter universe. | |
☐ | Near Me | Door Settings | Allows canvassers to quickly find houses near their current location to visit. This helps volunteers stay productive and ensures doors are always available nearby. | |
☐ | AI User Summary Report | Door Settings | Sends a daily email report to Account Owners that flags unusual canvassing activity. Thresholds can be customized to help identify suspicious behavior or potential data quality issues. | |
☐ | Sancus | Door Settings | An accountability feature that periodically requires canvassers to submit a photo of the address they visited. Images can be reviewed in the Activity Log to confirm canvassers are working in the correct location. | |
☐ | Team Permissions | Team | Allows Account Owners to restrict teams so they only see the walklists, phonelists, surveys, reports, tags, and data relevant to their team. This replaces the previous all-or-nothing permission structure and gives campaigns much greater control over access and visibility. |
Tip: Use this checklist during onboarding or account setup to ensure all recommended features are enabled and configured.