FieldEdge Guides
HQ Dashboard
  • 👋Welcome! Start Here
  • ⚡Quick Start for Field Users
  • 🧑‍🤝‍🧑Team Setup
    • Permission Sets
    • Restricting Access
  • Migrating to v3
    • Migration Emails
  • Guide to Canvassing & Calls
    • Canvassing Overview
    • Call Time Overview
    • Setup
      • Creating walk lists
      • Creating call lists
      • Create walk lists on the fly
      • Assigning walk lists
      • Assigning call lists
      • Adding a survey
    • Workflows
      • Capturing Voter ID/Sentiment/Support Level
      • Capture campaign involvement / volunteer interest
      • Sharing lists while canvassing
      • Re-canvass & re-calling voters
      • Turf cut by district, ward or pecinct
      • Include all people in households
      • Collecting extra profile data (eg. email address)
    • Reporting
      • Activity summary
      • User location tracking
      • Filtering activity in NB
      • Viewing survey results
      • Exporting activity and notes
  • Product Tour | Mobile App
    • Overview
    • People
      • Search
      • Profile
    • Canvass
    • Call Time
    • Actions
    • Tags
    • Offline Capabilities
  • Product Tour | HQ
    • Dashboard Overview
    • App Customization
    • Team Management
      • Default Users
      • Accountless Users
      • Campaign Managers
    • Performance
    • Tools
      • List Reset
    • Multiple Nations
  • Everything else
    • Other Guides
      • Why is my precinct (NBEC) data missing?
      • Missing people or organisations in People section
      • Checkout error: Your card does not support this type of purchase
      • Search doesn't always find people in my nation
      • Ensuring FieldEdge Access to GPS Location on Your Device
      • Error message: You do not have permission to use this app
      • Add FieldEdge Support to your nation
      • Surveys not showing up in FieldEdge
      • Trouble Logging In?
      • Batch update a list in NationBuilder
      • FieldEdge Special Tags
      • Customer Advisory & Beta Testing
        • How to Install FieldEdge Beta on iOS and Android
        • How to Install a Beta APK from FieldEdge via Google Drive
        • Untitled
      • Compliance best practices for sending SMS messages
      • People missing from Canvass or Call Time list
      • Battery Usage Tips While Using FieldEdge
    • Changelog
    • Legal
      • Terms of Service
      • Privacy & Disclaimer
Powered by GitBook
On this page
  • Add a user
  • Assign a List
  • View user's last login
  • Remove a user

Was this helpful?

  1. Product Tour | HQ
  2. Team Management

Accountless Users

For users without a NationBuilder account, best for volunteers who should have a heavily filtered experience.

PreviousDefault UsersNextCampaign Managers

Last updated 2 years ago

Was this helpful?

Get to understand the differences and requirements of

Add a user

To add an Accountless user and send them a download link and login instructions:

  1. Go to the Team Management menu.

  2. Open the Accountless users area.

  3. Enter the user's name and phone number

  4. Optionally, select Send invite by SMS to send a download link and login instructions.

  5. Click Create Accountless User

(Now, don't forget to assign a list)

Assign a List

By default, an Accountless user won't have access to any lists in NationBuilder. A few quick things to know about assigning lists:

  • You can assign one or more lists to a user

    • Alternatively, you can give the user to all lists – current a future – in your nation (use with caution)

  • Any individual list can be assigned to multiple users.

To assign one or more lists to a user:

  1. Go to the Accountless users area.

  2. Click the Edit button (next to the user's name).

  3. Select Specific to assign individual lists (or All to provide access to all lists in your nation).

  4. Select the specific lists to assign to the user.

  5. Click Save List Assignment

Lists assigned to anyone else will show *Assigned*

View user's last login

You can see the last time a user logged in on the far righthand side of the Accountless users area.

Remove a user

To remove an Accountless user:

  1. Go to the Accountless users area.

  2. Select the user you want to remove.

  3. Press the delete (trash can) icon.

different user types here