Add a new team member
Sign in to the dashboard and open Team from the left navigation. Everyone with access to your nation is listed here; use Add Staff Member to add someone new, or Import CSV to bring in several people at once.
You are asked for an email address first — Check In NationBuilder. HandyNation looks that address up in your NationBuilder database, and if the person already exists there the rest of the form is prefilled from their record.
If the address is not in your nation yet, you are told that no people matched, and the Profile form opens so you can fill the details in by hand.
Under Profile, fill in first name, last name, email, password, phone number and any notes about this person. The email and password you set here are the credentials they will use to sign in to the field app, and they are emailed the login details. Then choose their access under Access & permissions and press Save.
Under Access & permissions, start from a role — Full access, Canvasser (field work: people, canvass lists, contacts, surveys) or Viewer (see every area, but cannot make changes) — or choose Start blank, then fine-tune the modules below. See Permission sets for what each one controls.
Edit team member
Open Team again to see everyone with access to your nation, then use the edit action on the row you want to change.
Everything on the add form can be changed later, including permissions and which lists, tags and events the person is scoped to.