For the complete documentation index, see llms.txt. This page is also available as Markdown.

People

Access and manage NationBuilder contacts from the FieldEdge mobile app

The People tab is where you access your NationBuilder contacts on the go β€” searching your database, browsing contacts by tag or list, viewing and editing full profiles, and taking actions like logging contact or managing tags.

Tabs

The People screen has three tabs across the top:

Contacts TabTags TabLists Tab

Finding people

A search bar at the top lets you find contacts by name, phone, or email across your whole database.

Search

Contact Profile

Tap any contact to open their full profile screen.

Contact Profile

Adding contacts

Add a Contact

Data Access

NationBuilder users

When using the Log in with NationBuilder option, the data displayed in FieldEdge follows the permission sets of the logged-in user. If a user cannot see a person in NationBuilder, they will not be able to see that person in FieldEdge.

Accountless users

Accountless users inherit permissions from the Admin account connected to your nation. The People menu is hidden and inaccessible by default, to prevent full access to your database. Accountless users can only access contacts via a Canvass walk or Call Time session, through lists assigned to them in FieldEdge HQ. See Team Setup for more detail.

Hiding the People Menu

The People section can be turned off for user types via the App Customization section in FieldEdge HQ.

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