The Caller role for Call Center volunteers

The Caller role exists for one job: letting a volunteer make calls for your campaign without handing them the campaign. It is the most restricted role on Pledgix — by design.

What a Caller sees

A volunteer signed in as a Caller lands directly in the Call Center dialer and sees:

• Only the call lists assigned to them. Lists owned by other callers, and the campaign-wide list views, simply don't exist for them.
• The donor context they need for each call — name, notes, the script — with donor phone numbers masked. The dialer connects the call; the volunteer never reads the full number.

What a Caller never sees

Everything else. Callers have no access to:

• Campaign totals, donations, or the Donations CRM
• Analytics, reports, or exports
• Donor profiles (the People wing of Donor Relations is hidden for them)
• Creating, uploading, or deleting call lists, smart lists, follow-up queues, or calling analytics — those are manager surfaces
• Any campaign settings

This isn't a display trick — the restrictions are enforced by the server on every request. A caller-only account that tries a manager link gets turned away.

Inviting callers

Callers are invited from inside the Call Center, not from the general team settings:

1. Open Donor Relations → Call Center in your campaign.
2. Go to the Lists & Callers area.
3. Enter the volunteer's email address to send an invite. They accept the emailed link, create (or sign in to) their Pledgix account, and appear on your caller roster.
4. Assign call lists to them — the roster shows how many lists each caller currently holds.

Campaign owners and managers can invite and remove callers. Removing a caller revokes their access immediately; the call history they produced stays with the campaign.

Callers vs. team members

A team member raises money — they have a team page, share links, and see their team's progress. A Caller works the phones — no team, no totals, just their queue. The same person can hold both roles in a campaign; they'll then see the union of the two (the wider access wins wherever the roles overlap).

Tip: If a volunteer reports "I can't see the campaign" after accepting their invite — that's correct. Point them to the Call Center; their assigned lists are waiting there.