⚙️ Administrator
Administrator Guide
Full system access across all branches. You manage the data model, configure branches, oversee all users, and have access to every national report and the full audit trail.
⚠️
Admin actions affect the whole platform. Changes to parties, national tags, support levels, and branches are immediately live for all users across all branches.
📊 Dashboard
The admin dashboard shows a national view — aggregated stats across all active branches.
🔢
National Stats
Total visits, households, conversations, and active canvassers across every branch on the platform.
🕐
Recent Activity
The most recent visits across all branches — canvasser name, address, time, and outcome.
📡 Live Map
The admin live map shows canvassers from all branches simultaneously, with additional national-level overlays not available to branch managers.
🧭
All-Branch Beacons
Canvassers from every active branch appear as pulsing beacons. Click a beacon to select the canvasser and view their GPS breadcrumb trail for the session.
🏛️
Constituency Overlay
Admin-only overlay showing all 650 Westminster constituencies as coloured boundaries. Click any constituency to see a popup with that branch's visit count, household count, and canvasser stats.
🗺️
Ward Demographics
Toggle ward boundary overlay and click any ward to see Census 2021 data — population, age, ethnicity, religion, employment, and qualifications.
⛽
Map Engine Toggle
Switch between OS Maps (Ordnance Survey detail) and OSM (OpenStreetMap) using the engine button in the topbar.
⛶
Fullscreen & Feed
Expand to fullscreen for faster GPS refresh and a larger map. The resizable activity feed at the bottom shows recent visits in real time — drag to resize or collapse it.
🌿 Branches
Branches represent individual constituency or local party organisations. Each has its own canvassers, routes, literature, and issue tags.
Creating a Branch
1
Click "+ Add Branch"
Type a Westminster constituency name — the autocomplete validates against all 650 UK constituencies. A checkmark confirms a valid match.
2
Set the map centre
Entering a valid constituency name auto-fills sensible coordinates. You can also click the interactive map to set the centre and zoom manually.
3
Set the nation
Select England, Scotland, Wales, or Northern Ireland. This determines which regional parties appear for canvassers in that branch (e.g. SNP for Scottish branches).
4
ONS Ward Code (optional)
Enter an E05 ward code (e.g. E05014980) to enable Census 2021 demographic data for the ward demographics panel on the live map and route map.
5
Save
The branch is created as active. Assign users from the Users panel or invite new users directly.
Import Addresses
Use the Import Addresses button on the Branches page to bulk-import residential addresses from the OS Places API. Enter a postcode district (e.g. YO15) or full postcode (e.g. YO15 3AB) — all matching residential addresses are imported instantly. Already-imported addresses are updated rather than duplicated.
Branch Statuses
Active — visible to users and in all reports
Inactive — hidden from canvassers, excluded from reports
ℹ️
Deactivating a branch doesn't delete any data. Visits, residents, and routes are preserved and the branch can be reactivated at any time.
👥 All Users
A searchable, filterable list of every user on the platform across all branches.
🔍
Search & Filter
Search by name or email. Filter by branch to see all users in a specific team.
✉️
Add / Invite User
Add a user directly (credentials shown once) or send an email invitation with a link to set their own password. Assign role and branch(es) upfront.
🏛️
Multi-Branch Assignment
Assign users to multiple branches. Multi-branch users see all their branches' routes and data in a combined view.
🔑
Reset Password
Generate a new temporary password for any user. Displayed once — share it securely.
🔐
Reset 2FA
Remove a user's TOTP two-factor authentication if they've lost access to their authenticator device.
🚫
Deactivate
Block a user's login without deleting their historical visit contributions.
🏛️ Parties
Manage the national list of political parties canvassers can associate with residents. Each branch can additionally add their own local parties.
🎨
Party Colour
Hex colour used in resident cards, charts, and data exports. Set it to the party's official brand colour.
🌍
Nation Scoping
Set a party to a specific nation (Scotland, Wales, Northern Ireland) so it only appears for branches in that nation. Leave blank for UK-wide parties.
🔼
Sort Order
Drag parties to reorder how they appear in every dropdown and party picker across the platform. This order is applied consistently everywhere.
🏷️
Reason Tags
Click the tag icon on any party to manage its reason tags — the issue labels canvassers can select to explain why a resident supports that party.
💡
Canvassers can also enter free text for "Other" — a party not on the list. These are stored as plain text and not included in structured reports.
📶 Support Levels
Support levels define the scale canvassers use to rate how strongly a resident supports a party. These are configured from the Support Levels panel (accessible from Branch Settings or the admin sidebar).
The default levels are:
Activist
Strong
Leaning
Undecided
Unlikely
Against
⚠️
Support levels are used globally across all branches and all parties. Changes affect every canvasser's party-support picker and all reports immediately.
📍 Local Issues (All Branches)
As admin you can view and manage local issue tags for any branch — not just your own. Filter by branch to see and edit a specific team's tags.
💡
Branch managers handle their own local issues. The admin view is useful for cross-branch audits or when a branch doesn't have a manager assigned.
💡 Suggested Tags
Canvassers can suggest new issue tags from the resident form. As admin, you see suggestions from all branches. A badge on the nav item shows the pending count.
1
Review each suggestion
See the proposed tag name, which canvasser suggested it, their branch, any party link, and the sentiment they set.
2
Approve or reject
Approving adds the tag to that branch's local issue list immediately. Rejecting discards it. Both actions are logged in the audit trail.
📈 Reports
All reports are identical to the branch manager reports but scoped nationally — you can view aggregated data across all branches or filter down to any specific one.
All Visits
Visual analytics overview — national outcomes chart, national party support breakdown, voting intention swing summary, and a branch-specific drill-down. Select any branch from the dropdown to see its outcomes chart, by-canvasser chart, per-outcome counts, and party support breakdown. Filter by date range.
Visit History
Searchable log of every visit on the platform. Filter by branch, outcome, literature, and party. Click any address to open the full household record.
Data Export
The complete resident database across all branches. Filter by branch, gender, age bracket, party support, and free text. Each row includes party support levels, reason tags, and issue tags. Export to CSV — logged in the audit trail.
Visit Heatmap
Geographic density overlay of all canvassing activity. Filter by branch, outcome, and date range. Two display modes:
🔥 Heat — density gradient overlay
● Dots — individual visit markers
Party Swing
National view of how party support is changing. Filter by party, branch, and date range.
📊
Summary Cards
Total swing events by type (party added, party removed, level changed, reasons updated) as headline metrics.
🏛️
Party Summary
For each party: how many residents were gained vs lost vs changed support level.
📋
Transition Log
Individual swing events — who changed, from what to what, on what date, at which address.
Issues Swing
Equivalent swing reporting for issue tags — track which issues are being added and removed from resident profiles over time. Filter by issue type (national vs local), the specific tag, and date range.
Supporters
All residents marked as supporters across every branch. Search by name, filter by branch, export to CSV.
📜 Policy Articles
As admin you can create national policy articles visible to canvassers in all branches, and manage any branch's articles.
🌐
National Articles
Create articles not tied to any specific branch. These appear in the Policy tab for canvassers everywhere. Use the branch selector to switch between national and per-branch article lists.
📝
Markdown Editor
Articles support Markdown — headers, bold, italic, lists, and links. A live preview is available before publishing.
🏷️
Categories
Organise articles with category labels (e.g. "Health", "Economy"). Canvassers can filter the policy list by category.
📂
Cross-Branch Management
Edit or delete articles from any branch. Useful for managing content written by branch managers or cleaning up outdated articles.
🔍 Audit Log
A tamper-evident log of every significant action on the platform. Only accessible to admins.
📝
What's Logged
Logins and logouts, password changes, 2FA setup and removal, profile updates, user invitations, role changes, branch modifications, tag approvals and rejections, data exports, and more.
🔍
Search & Filter
Search by user email, event detail, or IP address. Filter by event type and date range. Paginated for large datasets.
🌐
IP Address
Every entry records the IP address of the request for security investigation.
🕐
Timestamps
All events timestamped to the second. Entries are ordered most recent first.
⚠️
The audit log is read-only and cannot be modified or deleted. It is a security record — treat it as confidential.
🌿 All Branch Manager Features
Admins have every capability a branch manager has, applied to all branches simultaneously:
Create & manage all routes
Live map — all branches
All branch settings
Literature management
Local issues & tag management
Full canvassing access
See the Branch Manager Guide for detailed documentation on these features.
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