Managing Your Account
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 more than one campaign or organization? How do I switch between them?
- I use the same email address to donate to campaigns and organizations that I use 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?
Go to your Dashboard. In your Dashboard toolbar on the left under the “Admin” section, click on the User Access tab. Scroll to the bottom of the User Access page and enter the email address of the person you want to add. If they already have an ActBlue account, their email will appear next to a blue “Add user” button. Just click that button to add them!
If the person you want to add does not have an ActBlue account, type their full email address in the box. Then click the blue button that appears and says “Create user [email address] and grant access.”
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 it easy to manage who has access to your group’s Dashboard.
Head to your Dashboard and click on the User Access tab of the toolbar on the left. You’ll see a list of people who have access to your group’s Dashboard, along with whether they have the ability to grant and remove Dashboard access or generate fundraising reports. Click on the “Remove” button to the right of the teammate who no longer needs access to your Dashboard.
Can I be an admin for more than one campaign or organization? How do I switch between them?
Yes, you can be an admin for more than one campaign or organization! After you’ve logged in, you can switch between your different groups’ 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 that I use to access my Dashboard. Is that a problem?
It’s no problem: You can use the same email address to donate to groups on ActBlue and to access the Dashboard of a campaign or organization you’re an admin for. In your navigation bar at the top of your screen after you log in, 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, you can click on the group(s) 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” to access information about your personal contributions!
Where can I find my Dashboard?
Click on the name of your group under the “My Dashboards” tab of your User menu when you’re signed in. You’ll find this in the green bar along the top of your homepage. This will bring you straight to 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 our instructions on how to handle your data and export data that you will 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 also download contribution data, including your 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.