Individual user accounts are assigned one or more Roles to use the variety of Data Center features and data tools. Permissions for site features are generally assigned to four common user types, which can be added to one or more specialized Tier Roles or individual roles depending on the user's expected activity.
Feature | Read-only (Tier 7) | Basic (Tier 6) | Vendor/Staff (Tier 5) | Administrator (Tier 4) |
Voter Lookups | Yes | Yes | Yes | Yes |
Edit Voters | No | Yes | Yes | Yes |
Counts Tools | Yes | Yes | Yes | Yes |
Data Exports | No | Yes | Yes | Yes |
Reports | No | Yes | Yes | Yes |
Manage Tags | No | No | Yes | Yes |
Upload Data | No | No | Yes | Yes |
Surveys | No | No | Yes | Yes |
Manage Users | No | No | No | Yes |
Read-only users are generally volunteers or voter contact application users who require login credentials for using applications or need to look up voter information with limited access. Tier Role: 7 - Limited.
Basic users may look up and edit voter records, use Basic/Advanced Counts to export voter records, download Call Lists, and view Dashboard reports. Tier Role: 6 - Local.
Vendor/Staff users can create and manage Tags, upload existing records into the database, create and manage survey projects, and view Voter Contact reports. Tier Role: 5 - Staff/Vendor.
Administrators have full access to site features, can view Admin reports, and can create and manage user accounts. Tier Roles: 6.5 - Local Administrator and 4 - State Admin.
Default User Role (added July 2021)
New user accounts will be automatically assigned the Tier 7 - Limited Functionality role. Administrators are responsible for updating the user account with the appropriate geographic permissions, organizations, and user roles after the account is initially saved.
Using Tier Roles
Common permissions are rolled-up into Tier Roles for different types of users. Only one Tier Role should be assigned to a user account for most instances, and it is not necessary to add other roles except in special circumstances. Lower-ranked Tier Roles, such as 4 - State Admin and 3 - Campaign, have fewer restrictions than higher-ranked Tiers.
Using Other Roles
Roles can also be assigned by individual site feature (such as Advanced Counts) or for special permissions. Unlike Tier Roles, most specialty Roles are incomplete and require other Roles to allow the user to fully access site features.
Creating and Editing Roles
User Roles are applied for the entire web site application, and they are not restricted to any state database. When creating a new Role, be sure that an existing Role does not already apply to the specific user instance. Any changes to a Role will be applied to any user assigned to that Role; as such, any User Role additions or changes should be carefully considered. Please contact the Help Desk if you have any questions about creating and managing User Roles.
Permissions marked as "Can Assign" will be available to administrators with that permission, who can then assign other Roles containing that permission to other users. The default role for Tier 7 is locked out from editing.
