User Profiles: The Basics

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

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