I need access to the operating side of NationBuilder (NB) to perform my League role. How do I get started?
Answer
To work in NB, you must have what we call "control panel access." Because the NB database contains private information, LWVMD requires control panel users to sign a confidentiality agreement. In addition, your League president must request the appropriate level of access on your behalf. LWVMD offers five levels of access:
Web Author - the most common access level that allows authoring web pages, membership maintenance and communication (sending email blasts);
Treasurer - web author level plus access to financial transactions;
Admin2 - treasurer level plus access to website settings;
Staffer - web author level plus certain admin2 permissions and limited access to financial transactions;
Admin - the highest level of access (reserved for Online Services Committee members).
Step 1: Have your League president fill out and sign the request form asking that you be given control panel access. Click here to download* the access request form. The president then emails the completed form to [email protected]. The form has to come from your president but it does not have to be signed. If your president is not available, please contact [email protected] to arrange alternate authorization.
Step 2. The designated volunteer downloads and completes the confidentiality agreement. On the form the volunteer is referred to as the "Recipient." The volunteer/recipient's name and date go at the top of the first page and their name, local league role/title and signature go on the right-hand side at the bottom of the second page. Click here to download, fill out and sign the confidentiality agreement. A digital signature is acceptable or a photo or scan of the signed printed form. The volunteer/recipient returns the completed form to [email protected].
Step 3: Online Services notifies the volunteer when control panel access has been granted and offers assistance and training.
Please email [email protected] if you have questions or need any assistance.
*The fillable options will not work inside many browsers although the forms will display quite nicely, hence the caution to download the form so you can fill it out in a PDF compatible program.