A Team Member is a Person to whom you've granted special permission to use the Admin Dashboard and/or Field Organizer App.

Every Team Member is assigned a Role, with a set of Permissions that determine what they can and can't see and do as administrators, and a Scope. By default, the account creator is granted the Admin role, which includes every Permission available on the platform. The lowest of these default Roles, Volunteer, simply grants that Team Member access to the workflows to which you've invited them.

The number of Team Members that you can have is determined by your Billing Plan. People can be added or removed as Team Members at any time.

Person vs. Team Member vs. Solidarity Account

This is the most important thing to understand about Team Members. There are three distinct concepts at play, and confusing them is the #1 source of "my team member can't log in" issues.

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Key point: Having someone in your People database does not give them login access. You must add them as a Team Member first, which sends them an invitation. They then use that invitation to create their Solidarity Account (email + password). Only after completing that step can they log in or reset their password.

How to Give Someone Dashboard or App Access

There are two ways to grant someone access to the Admin Dashboard and the Field Organizer App.

Option 1: Add from the Manage Team Page

This is the standard method. It requires that the person already exists as a contact in your People database.

1. Go to Settings → Team in the Admin Dashboard
2. Click the Add Team Member button
3. Search for and select the Person you want to add (they must already exist in your People database)
4. Choose a Role (determines what permissions they have) and a Scope (determines what data they can see)
5. Choose whether to send the invitation via SMS or Email
6. Click submit

The Person will receive a text or email with a special invitation link. When they click the link, they will be prompted to create their Solidarity Account by setting an email and password. These credentials are what they will use to log in to both the Admin Dashboard and the Field Organizer App.

If they already have a Solidarity Account with another organization, they will be able to join your team with just a click.

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Tip: If the Person does not exist in your People database yet, you will need to add them first. You can do this from the People section, or by importing them.

Option 2: Magic Link (for Phonebanks and Textbanks)

If you are setting up a phonebank or textbank, you can generate a magic link that you share directly with your volunteers. When someone opens the magic link, they can enter their email, phone number, name, and password to create their Person record, Team Membership, and Solidarity Account all in a single step. This is the fastest way to onboard new volunteers to a specific workflow.

Checking Team Member Status

You can see the status of every Team Member from the Manage Team page (Settings → Team).

The App Status column tells you where each person is in the onboarding process:

To check whether someone has created their Solidarity Account, click the "..." button next to their name. If they have an account, you will see "Solidarity Login: [email protected]" displayed at the top of the menu.

From this same menu, you can also:

• Edit their Role and Scope
• Send SMS Invitation or Send Email Invitation to resend the invitation link
• Revoke their access

Troubleshooting: "My Team Member Can't Log In"

Understanding Scope

Scope determines what data and resources a Team Member can see. This is one of the most important concepts to understand, and it's the #1 reason users report "I can't find my event/phonebank/contacts."

How Scope Works

• Each Team Member is assigned a scope when you add them (e.g., the root organization, a specific chapter, or a child organization)
• They can only see resources (events, pages, people, phonebanks, etc.) that were created within their scope or below
• The currently active scope is shown in the top-left corner of the dashboard

Common Scope Issues

Changing Your Active Scope

Click the organization/chapter name in the top-left corner of the dashboard. A dropdown shows all scopes you have access to. Select a different one to switch views.

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Tip: When you log in, you're automatically placed in your default scope. If you can't find something, always check your current scope first. Click the selector in the top-left and try switching to the root organization.

Managing Your Team

In order to add or remove Team Members, you must have access to the "Manage Team" permission. You will only be able to modify Team Members within your Scope who have equal or lesser permissions than you. Team Members with access to view or manage the Team will see the Team tab in the Settings section of the Admin Dashboard.

Multiple Roles and Scopes (Professional Plan)

On the Professional plan, team members can have multiple role/scope combinations. This allows for complex organizational structures where the same person needs different levels of access in different parts of the organization.

How It Works

Instead of a single role+scope, each team member can have multiple "assignments" - each assignment is a role paired with a scope.

Example use cases:

• Admin at the LA chapter + Super User at the root organization
• Volunteer access to one phonebank campaign + Admin access to another chapter
• Different roles for different chapters they work with

Adding Additional Assignments

1. Go to Settings → Team
2. Click the "..." menu on a team member and select Edit
3. You'll see their existing assignments and can add more
4. Each assignment has its own Role and Scope

How Permissions Combine

When a team member has multiple assignments:

• Their permissions are combined - if any assignment grants a permission, they have it
• Their scope access is combined - they can see resources from all their assigned scopes
• When logged in, they can switch between scopes via the dropdown in the top-left

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Tip: Use multiple assignments when someone needs admin access to one chapter but only volunteer access to another, rather than giving them organization-wide admin.

Team Member Groups

Sometimes it makes sense to group Team Members together if for example, they are all working on a temporary campaign, or if you want to measure their progress collectively. In order to do this, create a Team Member Group and add the Team Members you want to group together.