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
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      • Privacy & Disclaimer
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  1. Product Tour | Mobile App

People

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Last updated 10 months ago

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The People section of FieldEdge is very similar to NationBuilder's People section. It provides access to the profiles of People and Organizations in your database. FieldEdge allows you to search for people and find them via tags and lists.

You can view a person's profile (with the majority of the fields you find in NationBuilder), edit key data and trigger such as logging contact or managing tags.

Data Access

For NationBuilder Users

Accountless users, inherit permissions from the Admin account connected to your nation. The People menu is hidden and inaccessible to prevent full access to your database. Accountless users will only be able to access people via a Canvass walk or Call Time session via the lists that have been assigned to them in FieldEdge HQ.

Hiding the People Menu

When using option – the data displayed in FieldEdge will follow the permission sets of the logged in user in FieldEdge. If a user cannot see a person in NationBuilder, they will not be able to see that person in FieldEdge. For Accountless Users

The People section can be turned off for Default users via the section in FieldEdge HQ.

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App Customization
Actions