Campaign Managers

For users who need access to the FieldEdge HQ Dashboard and optionally the mobile app with their NationBuilder login.

Campaign Managers are users who can access the FieldEdge HQ Dashboard to manage your campaign. They can customize the app, manage team members, view performance reports, and access campaign tools.

Get to understand the differences and requirements of different user types here

Invite a Campaign Manager

To invite a new Campaign Manager:

1. Go to the Team Management menu

2. Look for the Campaign Managers area

3. Click the Invite Campaign Manager button

4. Enter the user's email address

5. Optionally, toggle Organization Admin to give them access to all nations in your organization

6. Click Send Invite

Enabling Organization Admin gives the user access to all nations attached to your organization, including billing. Only enable this for trusted team members who need cross-nation access.

Campaign Managers can be invited and log in to the FieldEdge HQ Dashboard using only their email address — a NationBuilder account is not required. This is useful for giving finance teams access to download invoices, for example.

Accepting an Invite

When you invite someone, they'll receive an email with a link to accept.

If they already have a FieldEdge account: They'll be prompted to log in, and the new nation will be added to their account. They can switch between nations using the Switch Nation menu.

If they're new to FieldEdge: They'll be guided through creating an account and setting a password before gaining access to the HQ Dashboard.

Using the Mobile App

Campaign Managers can also use the FieldEdge mobile app. To log in to the mobile app, the Campaign Manager must have a NationBuilder login with a permission set that meets the minimum requirements. The NationBuilder Admin permission set meets these requirements by default.

Managing Campaign Managers

The Campaign Managers area in Team Management shows all current Campaign Managers for your nation, including their email address and role.

Remove a Campaign Manager

To remove a Campaign Manager:

1. Go to the Team Management menu

2. Find the Campaign Manager in the list

3. Click the delete (trash can) icon

4. Confirm the removal

Removing a Campaign Manager revokes their access to the HQ Dashboard for this nation only. If they have access to other nations, those remain unaffected.