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When you request a training, it will be do do a particular kind of task, such as sending email, or bulk uploads. We have user "profiles" that let you do specifically the thing you were trained to do. Here's a basic rundown of how that works. For a full description of user profiles, check out our User Profiles Permissions in Detail page.
| Profile | Task | Training Required | Prerequisites |
|---|---|---|---|
| Communications | Sending Email | Sending Email | None |
| Communications | Creating Registration Forms | Creating Registration Forms | None |
| Communications | Bulk Uploading Contacts | Bulk Uploading Contacts | None |
| Fundraiser | Creating Donation Forms | Creating Donation Forms | None |
| Fundraiser | Creating Ticketed Event Forms | Creating Ticketed Event Forms | None |
| Policy | Creating Advocacy Forms | Creating Advocacy Forms | Sending Email |
| Local Manager | Creating Activist Codes | Creating Activist Codes | Any three of the above |
| Analyst | Using the Report Manager | Using the Report Manager | None |
| Analyst | Advanced Segmentation | Advanced Segmentation | None |
| Organizer | Segmentation and Tracking | Segmentation and Tracking | None |
| Organizer | Phone Bank Administration | Phone Bank Administration | Segmentation and Tracking |