What Local Parties Manage and What HQ Manages
Connect Manager Essentials
While HQ manages most technical aspects of Connect, we do not have the capacity and local knowledge to handle all tasks that concern Connect. There are some tasks that we devolve down to local parties, particularly their Connect Managers, to manage. In this guide we will be outlining what maintenance tasks are handled by HQ and which are the responsibilities of local parties. This list is not exhaustive, but covers the most common tasks
HQ handles the following tasks routinely:
- Monthly register updates
- Maintenance of National Scripts, Questions, Report Formats and MiniVAN Campaigns
- Maintenance of Target Pools
Upon request from Connect Managers via email to connect@libdems.org.uk, HQ can do the following:
- Adjust the account access for Constituency Connect Managers or Deputy Constituency Connect Managers, and change who holds these roles within the local party
- Change who has access to Targeted Email
- Map Canvass Analysis points or Master Questions onto locally created questions
- Share copies of national scripts to localise
- Provide Telling Codes for use of the pollwatcher website
- Reset two factor authentication on users having issues with two factor authentication
- Resubscribing people who are listed as “unsubscribed” to Targeted Email, if a written request from the recipient is forwarded to connect@libdems.org.uk
Local parties are fully responsible for the following:
- Managing user access, and ensuring that no one has improper access to data - This is particularly important when members resign
- A guide to this can be found at: https://tech.libdems.org.uk/training/connect/manager-essentials/account-management
- Requesting postal and proxy vote lists and making sure they are kept up to date on Connect using bulk upload
- A guide to this can be found at: https://tech.libdems.org.uk/training/connect/toolkit/bulk-uploads
- Obtaining and uploading Marked Register data following elections
- A guide to this can be found at: https://tech.libdems.org.uk/training/connect/manager-essentials/marked-data
- Data Reconciliation - Ensuring that data between My Voters and My Campaign is linked together
- A guide to this can be found at: https://docs.google.com/document/d/1-OIAYaVWEvzkM-DO8SLbuVSPWPXTm8TvIvqXQLmWkDU/edit?usp=sharing