People

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 Actions such as logging contact or managing tags.

Data Access

For NationBuilder Users

When using Log in with NationBuilder 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

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

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