Adding Team Members to a County Party Account

County parties can easily grant team members the appropriate level of access to manage campaigns, view analytics, or participate in voter outreach activities within their county.

Step-by-Step Instructions

1. Open your Vottiv Dashboard.

   • From your dashboard, look to the bottom-left corner.

2. Click your County Name.

   • This opens your county’s main settings menu.

3. Select “Manage Accounts.”

   • A menu will appear with account management options.

4. Go to the “Team” tab.

   • You’ll find this tab at the top of the page. It lists all current team members.

5. Add a New Team Member.

   • Click Add New and enter the team member’s email address.

6. Assign Their Role.

   • Under Role, you can choose from several options depending on what access the team member needs:

     Role	Description
     Organization Admin	Grants full access to all campaigns, analytics, and settings within your county party organization.
     Call/Text/Canvass Access	Allows the team member to participate in calling, texting, canvassing, and voter lookup, but not to create new canvasses, mass texts, postcards, or call campaigns.
     Canvasser Only	Limited to canvassing. Canvassers can also automatically gain access by scanning a QR code at a canvassing event — no manual setup required.
     Groups & Lookup Access	Grants access to voter groups and the voter lookup tools, but not to outreach campaigns.
     Voter Lookup Only	Restricts access to the voter lookup feature only. Ideal for team members who need to research or verify voter information without making edits.

7. Send the Invitation.

   • Click Send Invitation.

   • The team member gets an email from Vottiv. It shows who invited them and what they can do.

   • A person who is new to Vottiv clicks Accept invitation in the email and signs up with the same email address you entered.

   • A person who already has a Vottiv account is added right away. They only need to sign in.

Result

✅ Once they accept the invitation, your new team member will have the appropriate level of access to manage campaigns, participate in outreach, or view analytics based on the role you selected.

Tips & Troubleshooting

• Didn’t receive the invite?

  • Ask them to check their Spam or Promotions folder.

  • If their email is already registered with Vottiv, see “Email Already Taken” Error: How to Log In.

• Signed up but can’t see your county?

  • Make sure they signed up with the same email address you entered. An account with a different email address does not see your team.

  • Ask them to use the Accept invitation button in the email. It connects their new account to your county.

• Need to adjust or remove access?

  • Return to the Team tab anytime to update roles or revoke permissions.

⚠️ County Account Access Policy

County party accounts are reserved exclusively for authorized county leadership personnel. Each county organization manages its own team and should only grant access to verified county officials or approved staff.

Important Access Rules

• Do not add campaign staff or external users to a county party account.

• Each individual campaign must create and manage its own separate Vottiv account.

To create a campaign account:

1. Visit platform.vottiv.com/signup

2. Create a new account using your campaign’s information

3. Contact [email protected] if you need help setting up

Consequences of Misuse:

• Unauthorized access to a county account may result in immediate access revocation.

• Any campaign data entered under a county account may be deleted without notice to protect the integrity of county-level analytics.