Users, roles and organisations

Help for admins - Users, roles and organisations

Organisations in Movement

Solution

How Movement's nested organisational hierarchy works, enabling targeted campaign management, volunteer matching, and admin permissions across national, regional, and local levels.

How to add users

Guide

How to invite individual or bulk users to Movement, assign roles and organisations, and configure account approval settings.

User roles and permissions

Solution

How to manage default and custom user roles and permissions within your organisation's settings, including sub-organisation access levels.

User groups

Solution

This article explains how user groups work to control which users can participate in calling, text and WhatsApp campaigns, and how to create and manage them.

How to target specific branches, employers and other organisations in calling and conversation campaigns

Guide

How to enable and configure targeting in calling and conversation campaigns to direct volunteers towards specific branches, employers or organisations.

How to set up a user account if a phone number is already taken

Guide

How to resolve a duplicate phone number conflict when setting up a new user account in Movement, including steps for admins.

How to set up an approval system for campaign sends

Guide

How to set up a campaign approval system on Movement, including configuring audience size thresholds and managing user role permissions.

How to assign and update user roles via CSV

Guide

Super admins can bulk assign, update, or remove user roles for members via CSV upload, using role slugs and membership numbers to manage platform access.

How to allow users in other organisations to view or volunteer for campaigns

Guide

This article explains how to share campaigns with users in other organisations, allowing them to view campaign data or volunteer, using the platform's share functionality.

Users Glossary

Solution

A glossary explaining key user-related terms in Movement, including groups, organisations, and roles, and how they function within the platform.