Adding & Removing Users From Your Account – ActBlue

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.

It's important to regularly ensure that only your current team members have access to your campaign or organization's fundraising Dashboard. Luckily, our self-service tools make it easy for you to keep this list of users as up to date as possible!

Adding a User

To add a new user to your campaign or organization's fundraising account, you'll want to start by clicking the People tab located on the left-hand side of your Dashboard:

A screenshot of the Settings section of the Dashboard menu with a red arrow pointing to People.

This will take you to your Dashboard's People page where you can view a list of users who currently have access to your campaign or organization.

To add an additional user, click the blue Invite Someone button located at the top left of the page:

A screenshot of the People page with a red arrow pointing to a blue box in the right hand corner of the screen that says Invite Someone.

Next, add the user’s email address and select which roles you’d like to assign them. You can read more about user roles and permissions by clicking here.

Finally, click the blue Grant access button to complete the process:

A screenshot of the Invite Someone screen with a red arrow pointing to a blue Grant access button at the bottom.

Once you've granted your new user access, they should receive an email from ActBlue with further instructions on how to access your Dashboard.

If you receive an error message while attempting to add a new user to your account, this likely means that the email address you're attempting to grant access to has been permanently deleted by its associated user:

In this case, you will need to request an alternate email address from the person you're trying to add to your Dashboard and then repeat the steps outlined above.

Removing a User

To remove a user from your campaign or organization's Dashboard, you'll want to start by clicking the People tab located on the left-hand side of your Dashboard:

This will take you to your Dashboard's People page where you can view a list of users who currently have access to your campaign or organization.

From the list of displayed users, you'll want to click the blue Edit link located to the far left of your desired user's email address:

A screenshot of a user on a account with the edit link outlined in red.