Below is a set of terms and ideas that you should familiarize yourself with before beginning to use Solidarity Tech. We'll cover these ideas in more detail throughout the documentation, but this overview should be enough to wrap your head around the key concepts.

Three Interfaces

• Admin Dashboard: This is the command center for your entire organization, and can be accessed at dashboard.solidarity.tech. All resources (Websites and Pages, Events, Phonebanks, etc.) can be created, updated, and monitored from the Admin Dashboard.
• The Solidarity app: This is where a lot of the day-to-day organizing happens. You can download the iOS or Android app at solidarity.tech/app. Phonebanks and textbanks run in the Solidarity app. Power Dialer and Predictive Dialer phonebanks, and textbanks set to 'Anyone', also run on the dashboard from 'My Workflows'.
• Rank-and-File Facing Content: This is the content that all your supporters experience. Pages on your website, and emails, calls, and texts sent from your organization.

Terms

People: A contact in your database. Every record should have either a phone number or an email address on record, although you are permitted to add People without contact information. We may use the terms "supporter" or "user" interchangeably with "Person" in this documentation.

Team Members: Your volunteer and staff organizers who have access to the Admin Dashboard. Every Team Member must also have a record in your People database.

Resource: An interactive object belonging to your Organization. Examples of Resources are People, Events, Email Blasts, Text Blasts, Websites, Pages, Phonebanks, Textbanks, and Donations.

Scope: Every Resource has a Scope, which determines who has access to view or modify the resource. The Scope is either a "Chapter" or an "Organization."

Chapter: Every person must belong to at least one chapter, their primary chapter. On the Standard plan or higher, a person can also belong to secondary chapters. Alongside the creation of your account was created a default Chapter and Organization. Chapters are used to logically sort your resources and for access control (eg. so local Team Members of the Los Angeles Chapter of a national organization only have access to Los Angeles resources). A new Person joins the default Chapter of your organization, unless a team member or a form picks another Chapter. Some organizations assign Chapters by postal code instead, and the dashboard has no setting for this.

Organizations: A collection of chapters that make up a logical grouping. For example, Organization "Rideshare Drivers United - California" consists of all Chapters in California (Rideshare Drivers United Los Angeles, Rideshare Drivers United - Bay Area, etc.). The top Organization under which all subsequent Organizations and Chapters belong, is called your Root Organization. To create more chapters and organizations, you need the Standard plan or higher.

Concepts

Solidarity Tech is designed to be mobile phone first: In order to develop deep relationships with supporters, we must get to know them personally. Ideally, these relationships are built face-to-face, but oftentimes phone calls and texts are the best stepping stone for moving a relationship from online to offline. Email remains a vital communication medium in Solidarity Tech, but we highly encourage organizers to include a phone number for every Person they add to their database.

Every Chapter gets a phone number: In the US and Canada, you picked an area code during signup, and Solidarity Tech bought a local number for your first Chapter. In the UK and Australia, the first number is a national mobile number. For each new Chapter, choose 'Buy New Number' or 'Use Existing Number', which re-uses the number of another Chapter.

Every Person belongs to a Chapter: Every person in your root organization belongs to a primary chapter. On the Standard plan or higher, a person can also belong to secondary chapters.

Context-aware phone numbers: Calls and texts are sent from the Chapter Phone Number associated with the communication context. For example, a text blast or an event reminder in a Chapter comes from the number of that Chapter. When the blast or the event belongs to an organization, the text comes from the number of one of the person's Chapters in that organization. A person has one conversation for each chapter phone number that texts them. Chapters that re-use the number of another chapter share the conversation of that number.

For People, the primary phone number is unique: Every primary phone number must only be associated with a single Person record. When no primary phone number matches, an import or a form looks for a Person with the same email. The same email can be attached to multiple People in your database, but this typically a signal that you have a duplicate People records that should be merged.