Team

The "Team" tab lets you configure which of your Team Members will be able to participate in your phonebank or textbank Task. On 'Anyone' tasks, all Team Members who you add here see the Task in the 'Workflows' tab of the Solidarity app while it is active. On one-to-one tasks, only Team Members with assigned contacts see it.

An 'Anyone' task needs at least one Team Member before it can start. One-to-one tasks work through assigned contacts instead.

Team (Anyone)

You can add a Person on your list to the Task Team from this tab. The search also lists team member groups. A group adds every member whose role has the 'Workflow Agent' permission, and it skips the other members. Adding a Person whose roles lack the 'Workflow Agent' permission gives you the option to add them as a Team Member, through a modal overlay. The "Power Dialer" and "Predictive Dialer" will have slightly different columns available in the "Team" tab. Below is what it may look like after a predictive dialer session with a few participating Team Members

Team + Assignments (One-To-One)

For "One-to-One" Tasks, you will have a "Team + Assignments" tab instead of the simple "Team" tab for "Anyone" Tasks. Here you will be able to see all the People who have been targeted for the Task from the "Targeting" tab. Each of these People will either a) included in the list of assigned contacts for an existing Team Member, or b) unassigned.

Your goal then, should be to ensure that every targeted People has an assigned Team Member who is responsible for contacting them. The default contact assignment strategy will simplify this process for you, but you can always make individual changes to every Person targeted by the Task.

The top level of the team row will be the Team Member, and if you click the arrow to expand the section, you will see all People assigned for them to contact. You can re-assign each Person to a different Team Member individually, or you can use 'Reassign All' on the row for the Team Member. It splits all their People among the Team Members you pick, in turn.

The "Unassigned" will include all targeted People who have not been assigned a Team Member to contact them. You can assign each of these People a Team Member individually, or you can use the "Assign All" button to assign them in bulk to a specific set of Team Members.

Magic Link Team Recruitment

For "Anyone" and "One-to-One" phonebanks and textbanks, you have an additional option to recruit team members through a Magic Link. On one-to-one tasks, it is at the top of 'Team + Assignments', and new joiners have no assigned contacts. This feature allows you to share a special recruitment link that enables people to join your task team directly.

How Magic Links Work:

1. Click "the magic link" text in the team section to reveal the Magic Link panel
2. Copy and share the generated link with potential volunteers
3. When someone visits the link, they'll be presented with a signup form
4. Automatic processing happens based on their current status:
   • If they're not yet a Team Member in your organization: They'll be added as a Team Member with the default role and added to this specific task
   • If they're already a Team Member: They use their existing account, and they're added to this phonebank/textbank task.
5. After sign up, the page links to the Solidarity app, or its store page. The link does not open the browser dialer.

Magic Link Analytics:

• View how many people have used your magic link with the "Used X Times" button
• Click this button to open 'Magic Link Used By', a list of who joined, with a phone number or an email for each.

Benefits of Magic Links:

• Self-service recruitment: Volunteers can join without you manually adding them
• Streamlined onboarding: Automatic account creation and task assignment
• Scalable team building: Share the link across social media, email lists, or messaging apps
• Sign-up tracking: The count updates when the tab loads. Reload the tab to see new sign-ups.

Plan Limitations: If you've reached the maximum number of team members for your billing plan, new magic link users won't be able to join until you upgrade your plan.

Push notifications

Once you've assembled a Team for you phonebank or textbank, you can send them push notifications to remind them to complete the task. Use 'Send Team Push Notification' on this tab.

Team Members using iOS will have had to have explicitly granted the Solidarity app permission to receive push notifications.