ActBlue user roles and permissions dictate what users can do on our platform. If the tools or features in this article are unavailable to you, speak to your entity Admin first about updating your permissions.
In this article:
- How do I add a user to my account?
- I need to remove an admin user from my campaign or organization's account. How do I do that?
- Can I be an admin for multiple campaigns or organizations? How do I switch between them?
- I use the same email address to donate to campaigns and organizations to access my Dashboard. Is that a problem?
- Where can I find my Dashboard?
- Where can I find information on my donors?
How do I add a user to my account?
In your Dashboard toolbar, under the “Settings” section, click on the People tab. Click the "Invite someone" button in the top right. Add their email and select which role you want them to have. Click "Grant Access," and that user will receive an email invitation from ActBlue.
I need to remove an admin user from my campaign or organization's account. How do I do that?
We understand that campaigns and organizations are always changing, so we make managing who has access to your group’s Dashboard easy.
Head to your Dashboard and click on the People tab on the left. You’ll see a list of people with access to your account, their user role, and 2FA status. Click the "Edit" button to the right of their name and select "Remove person" in the top right.
Can I be an admin for multiple campaigns or organizations? How do I switch between them?
Yes, you can be an admin for multiple campaigns or organizations. After logging in, switch between Dashboards by clicking on the Dashboards menu in your navigation bar at the top. Then click on the campaign or organization you’d like to check on.
I use the same email address to donate to campaigns and organizations to access my Dashboard. Is that a problem?
It’s no problem: You can use the same email address to donate on ActBlue and to access the Dashboard you’re an admin for. In the navigation bar at the top of your screen, you will see the Dashboards menu and the Manage menu.
To access information about the group(s) you’re an admin for: From the Dashboards menu, click on the group to access their fundraising center, tools, and data.
To access information about your personal contributions: In the Manage menu, you can find your account’s settings under “My ActBlue Express Account.” Click on “Contributions” for information about donations you make.
Where can I find my Dashboard?
Click on the name of your group under the “My Dashboards” tab of your User menu. You will land straight on your Dashboard.
Where can I find information on my donors?
To access contribution data for compliance, visit the Reporting tab, which you can find in your Dashboard toolbar under “Tools.” In this tab, you can view instructions on handling and exporting data you need to report, sorted by individual checks.
You can also view and export more contribution data for strategy or compliance purposes in the Downloads tab of the Dashboard toolbar. You can download contribution data, including canceled recurring contributions and refunds for a specific time frame.
The amount of support that the ActBlue Customer Service Team can provide is dependent on the permissions that you have. Check with your entity Admin about your assigned role.
If you have any questions, please contact our support team using the email address you use to access your ActBlue account.
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