Account Management (Raise by ActBlue)

In this article

1. Add and remove users
2. Manage your general & financial settings

Add and remove users

For security purposes, it’s important that only current team members have access to your Raise by ActBlue account. We make it easy for you to keep the list of users up to date.

After you sign in, click the “Settings” button with the gear icon in the top right of the website to expand the dropdown menu. Then, click “People.”

On the People page, you’ll see a list of all active users on your Raise account, their assigned roles, whether they have two-factor authentication enabled for their login, and the history of users added and removed from the account.

To add a new user to your Dashboard, click the “Invite someone” button in the upper right.

You’ll be taken to the “Invite someone new” page, where you can input the new user’s email address and select a role for them.

When you add a new user, you can assign them one of two roles: Admin or Staff. Roles control what you can see and do in the dashboard.

• Admin users can take every action available in your Raise account.
• Staff users can do everything except manage users.

When you add a new user, you’ll see a chart comparing the two roles. You can also view this chart by clicking “Compare roles” on the People page.

After you have entered the new user’s email address and selected a role for them, click the “Grant access” button. The user will receive an email letting them know they have been granted access and prompting them to create an ActBlue account or, if they have one, to sign in.

To change a user’s role or remove their access, go to the People page and click “Edit” next to their name.

You can change their role and then click the “Save roles” button to save the change or click the “Remove person” button to remove their access to the Dashboard.

Manage your general & financial settings

For more information about how to update general settings (mailing address, Directory photo, contact email address, etc) for your account, check out the Adjusting Your Campaign Settings section of our Getting Started guide found here.

Please contact us for help with any of the following financial settings:

• Information on your current payout type and schedule.
• Setting up or managing a merchant account, including updating your linked bank account or Stripe account.
• Setting up or changing your linked bank account for direct deposit for a conduit account.