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Admin: Manage Organizations

How to segregate tags and voter data for assigned users

FLS Help avatar
Written by FLS Help
Updated over a year ago

User accounts can be assigned to one or more Organizations, which permits users access to restricted Voter Tags and other voter information. Organizations are generally deployed for campaigns and other political groups where voter data should not be accessible for all users.

Using Organizations

Users assigned to one or more Organizations may view voter information that is explicitly restricted from non-assigned users. For example, a campaign's "Yard Sign" tag may be viewed and exported by users assigned to the tag's Organization or user role, and the tag will be hidden from general, non-assigned users.

Tags assigned to an Organization or user role will appear as Restricted from My Data > Manage Tags for users with administrative roles.

Creating an Organization

Go to Admin > Manage Organizations and select Add Organization. Create a new Organization name, add a Description, and select one or more user accounts to add to the new Organization. Click Save to retain your changes.

Adding or Removing Users

Users may be added individually or from a list on the web page. Use the checkmark to add or remove a user from the Organization. Displayed user accounts may be filtered to include "Nationwide" accounts (users with multi-state access) or to only display users that were previously assigned to the Organization.

About the Default Organization

All user accounts must be assigned at least one Organization. Upon user creation, the GOP DC User Organization will get assigned automatically. Changing the Default Organization to use a different Organization may prevent the user from viewing and exporting general tag records. Unless there is a specific use case, we recommend retaining the Default Organization and add new Organizations from the Select Organization option.

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