ABC
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User ProfileWho should get itDescription of permissions
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Standard User Profile Levels
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Texas (1) Admin
Texas (1) Admin MyC
Administrator of the VAN Committee

For Campaigns: we highly recommend making the admin the user who is managing VAN, and avoiding making the candidate or a phones/mail consultant the admin. Candidates will always have final say on major changes to their VAN, however, we are unable to make user permission changes or grant consultants export access without Admin or candidate approval. If the candidate is busy and can't respond (which we completely understand!), then it slows down the process, and we want to help folks get things done as quickly as possible.

For County Parties: we recommend making the admin either the County Chair, County Party ED, or another trusted County Party member that you trust to administer all of the VAN users in the County Party VAN

Each VAN Committee is limited to one Texas (1) Admin user.
Exports: can export up to 100k records, no cells
Data Analyzation: can export reports, schedule counts & crosstabs outputs, view canvass results groups, create and edit counts and crosstabs formats
API: can request API keys
Create a List: can filter by score, search on census data
Bulk Upload: can create, edit, delete, and administer bulk upload mapping templates; upload activist codes, survey responses, email addresses, canvass results, and custom contact fields
Editing: can apply custom fields, delete person contact history, edit salutation, view/add staff only notes
MiniVAN: can commit MiniVAN data, create/edit MiniVAN formats, export to MiniVAN
Phone Services: can administer predictive dialer (VAN add-on), administer Virtual Phonebanking, enable VPB Connect (VAN add-on), send robocalls/robosurveys (VAN add-on), view live call campaigns
Printed Reports: can create/edit report formats, create/edit PDF reports, share report formats
System Administration: can create and edit scripts, create and edit forms, email users, impersonate users
User Monitoring: monitor users, view user activity report
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Texas (2) Field Director
Texas (2) Field Director MyC

Name will be changed to Texas (2) Deputy Admin on 9/3/2021
Sub-adminsitrator of the VAN Committee

Texas (2) should be reserved for very trusted users on your VAN Committee that are exporting records, running reports, and building targets using scores.

We recommend that no more than 1-3 users on your VAN committee be Texas (2) for security purposes.

Texas (2) is ideal for users that are managing program more than 50% of the time and managing volunteers less than 50% of the time.
Exports: can export up to 50k records, no cells
Analyze Data: last profile that can schedule counts & crosstabs outputs, last uprofile that can view canvass results groups, can create and edit counts and crosstabs formats
API: last profile that can request API keys
Create a List: can filter by score, search on census data
Bulk Upload: last profile that can create, edit, delete, and administer bulk upload mapping templates; can upload activist codes, survey responses, email addresses, canvass results, and custom contact fields
Editing: can apply custom fields, last profile that can delete person contact history, can edit salutation, view/add staff only notes
MiniVAN: can commit MiniVAN data, last profile that can create/edit MiniVAN formats, can export to MiniVAN
Phone Services: last profile that can administer predictive dialer (VAN add-on), can administer Virtual Phonebanking, enable VPB Connect (VAN add-on), last profile that can send robocalls/robosurveys (VAN add-on), can view live call campaigns
Printed Reports: can create/edit report formats, create/edit PDF reports, share report formats
System Administration: can create and edit scripts, create and edit forms, impersonate users
User Monitoring: monitor users, view user activity report
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Texas (3) Field Deputy
Texas (3) Field Deputy MyC
This is the ideal level for people managing a Field program, like a Field Director or Organizing Chair for a County Party. This level is good for a VAN user who is overseeing the day-to-day of a voter contact program or managing Texas 4s and Texas 5s.

Texas (3) is ideal for users that are managing program 25% of the time, and managing staff/volunteers 75% of the time.
Exports: can export up to 25k records, no cells
Analyze Data: can create and edit counts and crosstabs formats
Create a List: last profile that can filter by score
Bulk Upload:can upload activist codes, survey responses, email addresses, canvass results, and custom contact fields
Editing: can apply custom fields, edit salutation, view/add staff only notes
MiniVAN: can commit MiniVAN data, export to MiniVAN
Phone Services: can administer Virtual Phonebanking, enable VPB Connect (VAN add-on), view live call campaigns
Printed Reports: last profile that can create/edit report formats, last profile that can create/edit PDF reports, last profile that can share report formats
System Administration: can create and edit scripts, last profile that can create and edit forms, can impersonate users
User Monitoring: monitor users, last user profile that can view user activity report
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Texas (4) Organizer
Texas (4) Organizer MyC
This is the ideal level for campaign field organizers and advanced precinct chairs. These users will be able to manage all users below them, as well as create scripts, create VPBs, cut turf, and commit MiniVAN data. Users that are exclusively managing volunteers are ideal for Texas (4) permissions.

Texas (4) is ideal for users that are managing staff/volunteers > 75% of the time.
Exports: can export up to 5k records, no cells
Analyze Data: last profile that can create and edit counts and crosstabs formats, last profile that can view distributed canvassing report
Bulk Upload: last profile that can upload activist codes, can upload survey responses, can upload email addresses, can upload canvass results, and last profile that can upload custom contact fields
Editing: lastprofile that can apply custom fields, can edit salutation, last profile that can view/add staff only notes
MiniVAN: last profile that can commit MiniVAN data, export to MiniVAN
Phone Services: can administer Virtual Phonebanking, enable VPB Connect (VAN add-on), view live call campaigns
System Administration: can create and edit scripts, last profile that can create and edit forms, can impersonate users
User Monitoring: monitor users
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Texas (5) Activist
Texas (5) Activist MyC
This is the ideal level for super volunteers or staging location leadership assisting with volunteer management and general precinct chairs. These users will be able to do basic bulk uploads and export mailing lists for their precinct.Exports: can export up to 500 records, no cells
Analyze Data: last profile that can view Activist code and Survey Response Reports
Bulk Upload: can upload survey responses, can upload email addresses, can upload canvass results, last profile that can upload new email addresses, last profile that can upload notes
Editing: last profile that can edit salutation, last profile that can mark deceased
MiniVAN: last profile that can export to MiniVAN
Phone Services: can administer Virtual Phonebanking, enable VPB Connect (VAN add-on), view live call campaigns
System Administration: can create and edit scripts, impersonate users
User Monitoring: monitor users
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Texas (6) Activist Deputy
Texas (6) Activist Deputy MyC
This is the ideal level for an assistant to a precinct chair or a volunteer who is assisting in managing data entry or phonebank volunteers.Exports: can export up to 500 records, no cells
Analyze Data: last profile that can view canvass results, last profile that can view counts and crosstabs, last profile that can view phone contact history report
Basic: last profile that can share folders
Bulk Upload: last profile that can bulk upload
Create a List: last profile that can create a list
Mailing Labels: last profile that can create and edit label formats, last profile that can print labels
MiniVAN: last profile that can create and edit MiniVAN campaigns
Phone Services: last profile that can administer Virtual Phonebanking, last profile that can enable VPB Connect (VAN add-on), last profile that can publish to OpenVPB
Printed Reports: lastp rofile that can print reports (including PDF reports), last profile that can use strike tool for printed reports
System Administration: last profile that can create and edit scripts, last profile that can impersonate users
Turf Cutting: last profile that can cut and refresh turf maps
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Texas (7) Volunteer
Texas (7) Volunteer MyC
This is the ideal level for data entry volunteers or individuals making VPB calls on MyC.

We strongly recommend using OpenVPB for all MyV (regular voter contact) calls and giving volunteers list numbers for MiniVAN. This is to protect your data in VAN and to minimize the amount of time it takes for volunteers to get set up to take action.
Basic: can quick lookup and edit statewide
Data Entry: can enter data though grid view, form view, quick mark, script view, and bar codes
Editing: can add new mailing addresses and phone numbers; can apply activist codes and survey responses; can edit emails, notes, and phone numbers; can manually add contact history to people; can mark bad addresses; can view address, email, and phone history
Phone Services: can make virtual phonebank calls
System Administration: can add new canvassers
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Advanced User Profile Levels - by request only -- txdem.co/van-help
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Export Approval ProfileThis is the ideal level for consultants/vendors that will just be exporting phones for voter contact, polling, or analysis. Export Approval Profiles (EAPs) do not have an export limit, however, all export requests will go through a short approval period (24 hours at most)

This level requires either Committee Admin or candidate/county chair approval to be created. The TDP will reach out to these users if this is requested by the vendor or someone else on the team who is not one of these types of users.

We recommend that users with EAPs that are part of the campaign/county party (not a vendor/consultant) have a separate user profile for general access and VAN use, and share folders with their EAP account for when exports need approval.
Exports: can export unlimited records (including cells) after approval
User Administration: can NOT create new users
Analyze Data: can view and export reports,view and schedule counts & crosstabs
Basic: can statewide quick lookup, share folders, statewide edit
Bulk Upload: can save and edit bulk upload mappings, can upload survey responses, activist codes, email addresses, etc.
Data Entry: can enter data throguh grid view, form view, quick mark, script view, and bar codes
Editing: can add new mailing addresses and phone numbers; can apply activist codes and survey responses; can edit emails, notes, and phone numbers; can manually add contact history to people; can mark bad addresses; can view address, email, and phone history
MiniVAN: can NOT commit MiniVAN data, create & edit MiniVAN campaigns, or export to MiniVAN
Phone Services: can administer predictive dialer and robocalls, can administer VPB, can enable VPB Connect
Printed Reports: can create and edit PDF reports, can use strike tool
Searching: has same search functionalities as Texas (1) and Texas (2)
System Administration: can NOT create scripts, impersonate users, or administer canvassers
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Texas (1+) Admin
Texas (1+) Admin MyC
This is the ideal level for the admin of a committee that needs to export cells. Just as with Texas (1) Admin, we recommend that (1+) Admins be the individual who is managing VAN for the campaign/county party/org, rather than a vendor. Vendors that need to export cells should request an Export Approval Profile.Has exact same permissions as Texas (1) Admin AND they can export cell phones.