Team Management
Three roles, three places to assign people, one share link for everyone else.
The three roles
WalkLists has three fixed roles. Where you can act is determined by where you've been assigned. An Admin sees everything in the organization, a Manager sees only the campaigns they've been assigned, and a Canvasser sees only the walklists they've been assigned.
| Role | Scope | What they can do | Typical ratio |
|---|---|---|---|
| Admin | The whole organization | Billing, settings, invite anyone, see every campaign and walklist | 1–3 per org |
| Manager | Specific campaigns only | Admin powers bounded to those campaigns — generate field maps, assign canvassers, see reports | ~5 per Admin |
| Canvasser | Specific walklists only | Knock doors, log status, add notes — on assigned walklists only | ~10–50 per Manager |
| Anonymous | One walklist via share link | Same as Canvasser, but with no account. Token in the URL is the auth. | As many as you hand the link to |
Org membership alone is "login with nothing to do." A new Manager invited at the org level sees no campaigns until an Admin assigns them on a Campaign Team tab. A new Canvasser sees no walklists until they're assigned on a Walklist Assignees tab.
Three places to assign people
Each role gets assigned at the level it operates on. The UI mirrors this exactly — you assign someone on the page for the thing they'll work on.
1. Settings → Team (org level)
Admins only. Open Settings from the sidebar, then the Team tab. You'll see every member of your organization with their role pill — Owner, Admin, or Member. Click + Invite admin to add a new Admin: they'll get an email with a link to set their password and sign in.
You can also remove people here. Removing someone wipes all their downstream assignments — they lose access to every campaign and walklist in your org. You can't remove yourself, and you can't remove the Owner (the original creator of the org).
2. Campaign → Team tab (Manager assignments)
Admins only. Open any campaign and click the Team tab. You'll see two sections:
- Managers. Click + Invite manager, type an email, send. They'll get an email pointing to this campaign and a sign-in link.
- Canvassers. Read-only roster of every Canvasser assigned to any walklist under this campaign. Useful as a roll-up; the actual assignment happens on each walklist's Assignees tab.
Managers who are already org members can be assigned to multiple campaigns. Their view of WalkLists is filtered to just those campaigns — they won't even see other campaigns exist.
3. Walklist → Assignees tab (Canvasser assignments)
Admins and Managers of that campaign. Open the walklist's Generate page — same place you build the field map or PDF — and click the Assignees tab next to Route / Layout / Footer. Two sections:
- Canvassers on this walklist. Invite by email, remove with the × button. Each one gets an email pointing at this walklist.
- Anonymous share link. Once the walklist is generated, a share URL appears here. Copy it and hand it to anyone who'll knock — no account, no invite, no email. The token in the URL is the auth.
The anonymous share-link path
Political campaigns rely on volunteers who won't bother making an account.
WalkLists has a special path for them: every generated walklist gets a
share URL like https://walklists.com/w/abc123… that opens
straight into the canvasser view in any browser. No login, no app install.
This is the default for political organizations. For sales, insurance, and roofing — where you want named, tracked reps — provisioned Canvasser accounts are the default and the share link sits as a backup.
You can use both at the same time. Provisioned reps see their progress in their dashboard; anonymous link-clickers contribute knock results to the same walklist without any identity attached.
Per-vertical role names
The underlying model is always Admin / Manager / Canvasser. The labels in the UI change to match your vertical:
| Vertical | Admin reads as | Manager reads as | Canvasser reads as |
|---|---|---|---|
| Political | Campaign Manager / ED | Field Director | Volunteer / Canvasser |
| Sales | Sales VP / Owner | Sales Manager | Outside Sales Rep |
| Roofing / Storm | Owner | Crew Chief / Sales Lead | Door-Knocker / Estimator |
| Insurance D2D | Agency Principal | Team Lead | Producer |
Common scenarios
Onboarding a new field director (political)
- Open Settings → Team, click + Invite admin, type their email. (Skip if they shouldn't see billing or every campaign — go directly to step 3 instead.)
- They get an email, set their password, sign in. They land on an empty dashboard — they're an org member with no scope yet.
- Open the relevant campaign, click the Team tab, click + Invite manager, use the same email. They'll now see this campaign and can generate walklists from it.
- Each walklist they generate, they assign canvassers to via the Assignees tab.
Rotating a volunteer onto a new turf (political)
- Open the walklist they're leaving, Assignees tab, click × next to their row.
- Open the walklist they're joining, Assignees tab, click + Invite canvasser, type their email. If they already have an account, they're attached instantly with no second invite email.
Handing a walklist to a stranger
- Generate the walklist as normal.
- Open the Assignees tab, find the Anonymous share link section.
- Click Copy and paste the URL into a text message, Signal, WhatsApp, or whatever they read. They tap it, the canvasser view opens, they start knocking.
FAQ
What's the difference between Admin and Owner?
Owner is the person who originally created the organization. Functionally identical to Admin today. The distinction matters for a future "transfer ownership" flow that will let you hand the org to someone else if you leave.
Can a Manager invite another Manager?
Not today. Only Admins can invite Managers. If a Manager needs to grow their team, they ask an Admin. We may relax this for managers-of-managers in a future iteration.
What happens to a Canvasser's knock data when I remove them?
The knock results stay on the walklist — they're attributed to the walklist, not to the canvasser identity. The canvasser just loses the ability to add new knocks. Their personal account remains in the org unless an Admin also removes them at the org level.
Can I rename "Manager" to "Field Director" for my org?
Yes — that's exactly what the per-vertical labels do. Set your organization's vertical (Political / Sales / Roofing / Insurance) under Settings → Company and the UI re-labels everywhere. Custom labels per org are on the roadmap.
Does the share link ever expire?
Currently the share link lives as long as the walklist does. Rotating the share token (a "expire this link, generate a new one" button) is on the roadmap. If you need to revoke a link today, contact us at walklists.com/contact.