Access Levels
-
The permission settings in SupporterBase are designed to provide captains and vice-captains with the autonomy they need to manage their volunteer groups effectively, while still ensuring admins maintain an appropriate level of oversight.
The below table details the permission and approval settings for supporter group actions.
It is important to note that for captains and vice-captains, these permission settings only apply to the specific groups where they have been approved as leaders. They will have no access to the people, communications, events or settings of groups they do not lead. Admins, however, are able to exercise these permissions across your entire SupporterBase.
Emails
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Send 1-1 email | |||
| Draft email blasts | |||
| Edit email blasts | |||
| Target email blasts to filters | |||
| Send email blasts |
Approval required
(by an admin or captain) |
||
| Delete email blasts |
(can only delete their own) |
(can only delete their own) |
Email inbox
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| RSVP the supporter to an event from inside an email thread | |||
| Mark emails threads as responded or awaiting response | |||
| Reply to an email thread | |||
| View all email threads |
SMS
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Send 1-1 SMS | |||
| Draft SMS blasts | |||
| Edit SMS blasts | |||
| Target SMS blasts to filters | |||
| Send SMS blasts |
Approval required
(by an admin or captain) |
||
| Delete SMS blasts |
(can only delete their own) |
(can only delete their own) |
SMS inbox
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| RSVP the supporter to an event from inside an SMS thread | |||
| Mark SMS threads as responded or awaiting response | |||
| Reply to an SMS thread | |||
| View all SMS threads |
Phone calls
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Make calls from call lists | |||
| Add people to call lists | |||
| Create & edit call lists | |||
| Call an individual supporter |
Events
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Unpublish events | |||
| Create events |
Approval required
(by an admin or captain) |
||
| Edit events | |||
| Mark RSVPs as attended | |||
| Print RSVP list | |||
| Add RSVPs to events | |||
| View events |
Supporters
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Edit supporter mobile numbers |
Can be enabled
(deactivated by default) |
||
| Edit supporter phone numbers |
Can be enabled
(deactivated by default) |
||
| Edit supporter email addresses |
Can be enabled
(deactivated by default) |
||
| Remove from group |
Approval required
(by an admin or captain) |
||
| Update background note | |||
| Update tag filters | |||
| Update levels of engagement | |||
| Log a contact and/or RSVP |
Groups
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Delete groups | |||
| Create new groups | |||
| Edit groups | |||
| Receive notifications | |||
| View supporter contact preferences | |||
| Update public group page content | |||
| Add new vice-captain |
Approval required
(by an admin) |
||
| Add new captain |
Approval required
(by an admin) |
||
| Add new supporter |
Users
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Invite new admins | |||
| Invite new captains |
Approval required
(by an admin) |
||
| Invite new vice-captains |
Approval required
(by an admin) |
||
| Edit captains & vice-captains | |||
| Edit admins | |||
| View admins |
Imports
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Download the original CSV file that was imported | |||
| View past imports | |||
| Import event RSVPs | |||
| Import group supporters |
Custom filters
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Edit, delete or deactivate filters | |||
| Add tag filters to groups | |||
| Create tag filters | |||
| Reorder levels of engagement | |||
| Create level of engagement filters |
FAQs
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Create new FAQs | |||
| Edit FAQs | |||
| View FAQs |
Other
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Configure domains | |||
| Customise notification content | |||
| Edit app settings |
Notifications, emails & approvals
| Feature | Admin | Captain | Vice-captain |
|---|---|---|---|
| Host autoresponder when creating an event | |||
| In-app notifications for pending approvals | |||
| New email blast approval alerts | |||
| New SMS blast approval alerts | |||
| Confirmation requests to remove a group supporter | |||
| Alerts for new events to review & publish | |||
| Approval requests to add new captains | |||
| Approval requests to add new vice-captains | |||
| Editing the email footer content |