The Account section of Organise shows you an overview of your Organise access and any data you've saved to your account.
Your roles and access
The Roles tab shows you information about the roles you have on your account.
Your Areas shows everywhere you have Organise access to view. This includes any areas you explicitly have the Organise Local Admin (OGLA) role, and all the child areas to those areas (e.g. if you have OGLA to a CLP, you will see all the branches here).
Your Roles shows all the roles attached to your record, including Organise access roles and other party roles. If there are any roles here that are incorrect they can be fixed by a local party secretary in Admin Hub.
Saved Data
The other tabs in the Account section show you a summary of the different data you've saved to Organise. Below are links to guides explaining this data in context.
- Sender Identities shows you all the identities for sending emails. Read more at How to set up a Sender Identity
- Saved Searches shows all the custom searches you've created. Read more at How to search and create audiences
- Saved Templates shows all the email templates you've made. Read more at How to create and use email templates
Private Contacts
Finally, in your Account section you can manage all your Private Contacts audiences which you can use to send emails to people not in the Organise database. You can Delete any of these audiences, or go in to add or remove individual contacts in these files. For more information about Private Contacts read How to manage Lists and Private Contacts.