Doorstep Support

Doorstep opens on your rounds. If you have one active round, the app can take you straight to it; otherwise the dashboard lists the open rounds available to you.

The first account on a new installation becomes the initial admin. Admins can add users, configure email, manage addresses, and set the installation licence.

Sign Up And Log In

Open your Doorstep site and choose Register. Enter a user name, display name, email address, and password. After the first user has registered, other accounts are created or managed by an admin.

Choose Log in and enter your Doorstep user name and password. Your profile link in the top navigation opens your account details.

Roles

• CanvasserCan see assigned rounds and record interactions.
• ManagerCan create rounds, manage activities, and work with ward information.
• AdminCan manage users, imports, addresses, email settings, and licence settings.

Open A Round

Use My Rounds to see the rounds assigned to you. Managers and admins can see all open rounds. Select a round to view its addresses and begin canvassing.

Record An Interaction

• AddressOpen the address from the round list and check the resident records shown.
• PersonRecord the interaction against the relevant resident where possible.
• OutcomeCapture the conversation result, voting intention, likelihood, previous vote, and any notes that are useful later.
• HistoryUse the address history to understand previous conversations before adding a new one.

Managers can create activities to group canvassing work, connect rounds to those activities, and use ward or polling district data to plan where work should happen.

Ward settings help keep polling district names consistent, which makes address filtering and round planning easier.

Import Address Data

Admins can upload a CSV import from the Admin area. Doorstep creates new addresses and residents, updates existing records where it can match them, and records import results for review.

Review Suggested Moves

If an import suggests that a person may have moved from one address to another, Doorstep records the suggestion for admin review. Confirming a move updates the person record; rejecting it leaves the existing data alone.

Manual Address Work

Admins can create, edit, search, and delete addresses. Doorstep will not delete an address while residents are still attached to it.

Admins configure SMTP from Email Settings. Set the server, port, security mode, username, password, sender address, reply-to address, and the public URL used in app links.

Use Send Test Email after changing SMTP settings. Licence registration emails use the same SMTP configuration and do not include passwords, tokens, cached licence payloads, or other secret values.

Installation Licence

Email Settings includes the licence status, install ID, licencee, expiry, and last check time. Enter a licence ID supplied by Hexela to validate the installation. The footer inside Doorstep shows the licensed organisation once a licence is valid.

Deployment

Doorstep is packaged for Ubuntu. The setup script configures PostgreSQL, runs migrations, and can configure NGINX.

Doorstep can run on the same server as Proofline.

For Doorstep support, email Hexela with a short description of the issue. If the issue is about a specific round, address, import, or user, include enough detail to identify it.

Before You Write...

• Cannot see a roundCheck that the round is open and assigned to your user, or ask a manager to review the assignment.
• Cannot record an interactionCheck that you are logged in and that the address is part of an open round.
• Import failedCheck the CSV format and include the import filename and error message when asking for help.
• Email failedUse the test email button and include the SMTP error shown in Doorstep.
• Licence failedInclude the licence ID, install ID, configured Doorstep hostname, and licence status message.