Understanding Team Roles

Pulsar uses role-based permissions to control what each team member can see and do. Understanding roles helps you give people the right access for their responsibilities.

Pulsar offers seven roles ranging from full Admin access to read-only Viewer

What You'll Learn

• Available roles and their permissions

• How to choose the right role

• Custom permission configurations

Role Overview

Pulsar offers several predefined roles, from full administrative access to limited volunteer access:

Admin

Full access to everything. Admins can:

• Access all campaign features and data

• Manage team members and roles

• Access billing and subscription settings

• Delete the campaign

• Transfer campaign ownership

Best for: Campaign managers, candidates, trusted senior staff

Campaign Manager

Full operational access without billing. Campaign Managers can:

• Access all campaign features

• Manage contacts, events, and operations

• View and edit campaign settings

• Invite team members (except Admins)

Cannot: Access billing, delete campaign, manage Admins

Best for: Deputy campaign managers, chief of staff

Field Director

Field operations focused. Field Directors can:

• Manage turfs, shifts, and canvassing

• View and edit contacts

• Manage volunteers for field operations

• View field analytics and reports

• Access walk lists and canvass data

Cannot: Access fundraising, billing, or campaign-level settings

Best for: Field organizers, regional directors

Finance Director

Fundraising and compliance focused. Finance Directors can:

• Manage donations and donors

• Generate compliance reports (FPPC, FEC)

• View fundraising analytics

• Export financial data

• Manage fundraising goals

Cannot: Access field operations, manage team, or access billing

Best for: Treasurers, finance staff, compliance officers

Communications

Outreach and messaging focused. Communications staff can:

• Create and send email campaigns

• Manage SMS campaigns and templates

• View contact lists for outreach

• Access social media integrations

• View communications analytics

Cannot: Access fundraising, field operations details, or settings

Best for: Communications directors, digital organizers

Volunteer

Limited access for volunteer activities. Volunteers can:

• Sign up for shifts

• View their assigned walk lists

• Log canvass results

• View upcoming events

• Access the volunteer portal

Cannot: View full contact database, access analytics, or manage operations

Best for: Canvassers, phone bankers, event volunteers

Viewer

Read-only access. Viewers can:

• View dashboards and analytics

• View contacts and activities

• View reports

Cannot: Create, edit, or delete any data

Best for: Board members, advisors, stakeholders needing visibility

Permission Matrix

The permission matrix shows exactly what each role can access

Feature

Admin

Manager

Field

Finance

Comms

Volunteer

Viewer

Dashboard

✓

✓

✓

✓

✓

Limited

✓

Contacts (Full)

✓

✓

✓

✓

View

–

View

Field Operations

✓

✓

✓

–

–

Limited

View

Fundraising

✓

✓

–

✓

–

–

View

Outreach

✓

✓

–

–

✓

–

View

Team Management

✓

Limited

–

–

–

–

–

Billing

✓

–

–

–

–

–

–

Changing Roles

Go to Team

Navigate to Settings → Team.

Edit Member

Click the menu (⋮) on a team member and select Edit Role.

Select New Role

Choose the new role and save changes.

Change a team member's role from the edit dialog

Pro Tip

Start with more restrictive roles and upgrade as needed. It's easier to grant more access than to deal with accidental changes from too much access.

Next Steps

• How to Invite Team Members

• How to Remove Team Members

• Transferring Campaign Ownership