How To Add & Remove Action Network Administrators & Organisers

How To Add & Remove Action Network Administrators & Organisers

Managing administrators and organisers in Action Network is a local responsibility, ensuring your group operates securely and effectively. This guide walks you through the steps for adding or removing administrators and organisers in your group.

WarningImportant: These changes should be managed by your group locally. There is no need to contact the Digital Support Team to add or remove Action Network administrators.

Why Is This Important?

Administrators and organisers have access to manage your group's campaigns, emails, events, and data. Ensuring the right people have the appropriate level of access—and removing those who no longer require it—is crucial for maintaining data security and campaign effectiveness.

Understanding the Difference Between Administrators and Organisers

Before assigning a role, it’s important to understand the key differences between administrators and organisers:

  • Administrators
    Administrators have full access to the group, including managing settings, creating and sending emails, handling forms, and editing group details. This role should be limited to key individuals who need broad oversight and control over the group’s operations.

  • Organisers
    Organisers have more limited access. They can create and manage specific content, such as events or forms, but cannot access higher-level group settings or activist records. This role is ideal for individuals who need to perform operational tasks without full administrative control.

Best Practice: Assign roles based on the level of access required to minimise risk and ensure accountability.

Should You Add Every Committee Member as an Administrator or Organiser?

Not all committee members may require Action Network access to fulfil their role. Consider carefully who truly needs access.

Who Should Be Added?
Add only those who need to manage group emails, events, or data. For example, your Membership Officer, Campaigns Officer, or Fundraising Lead may benefit from access.

Why Limit Access?
Limiting access to key roles reduces the risk of accidental errors, data breaches, or unauthorised actions. Consider assigning the Organiser role for limited permissions if full administrator access isn’t required.

Adding a New Administrator or Organiser

Follow these steps to add a new administrator or organiser for your group:

  1. Navigate to Your Group’s Dashboard

    • Click on the ‘Groups’ tab in the top navigation bar.
    • Select the group you want to manage from the list of groups.

      Dropdown menu titled 'Go to a Group,' displaying a list of selectable groups with 'North East Young Greens' highlighted.

  2. Access the Administrators and Organisers Section

    • From the group dashboard, click on the ‘Administrators’ tab.
    • Scroll down to the ‘Administrators and Organisers’ section.

      Navigation bar displaying options including Statistics, Actions, Emails, Reports, Activists, Syndication, Administrators (highlighted), Network, and Settings.

  3. Add a New Administrator or Organiser

    • Click the ‘+Add’ button.



    • Enter the person’s email address in the field provided. Ensure it is the email address associated with their membership. If you're inviting more than one administrator or organiser then you can enter multiple email addresses, separated by commas.



    • Click 'Send Invites' to send the invite link to your new administrator(s) or organiser(s).
  4. Promote to Admin

    • If the person you've invited isn't an administrator of a parent group, which will be the case for most admins you'll see them on the next page in your list of Organisers. If they only require organiser level access you don't need to do anything else.
    • To make them an administrator, click on 'Promote to Admin'.


    • On the following confirmation screen select 'Confirm' to upgrade the organiser to an administrator of your Action Network group.


    • Select the permissions your new administrator needs, and then click 'Save Permissions'.

      A screenshot of the permissions available to administrators which are Settings, Launch Email, Reports, Activists, Contributions, Advanced Uploads, API and Sync, Overwrite Network Custom Field Data, and Syndication.
Info
To understand which permissions are needed, check out this guide: Which Permissions Should I Enable For Action Network Administrators?

Removing an Administrator or Organiser

If someone no longer requires access, here’s how to remove them:

  1. Log in and Access the Group Settings
    Follow steps 1 and 2 from the "Adding" section above.

  2. Locate the User

    • Scroll through the list of administrators and organisers to find the person you want to remove. You can also use the search box next to the '+Add' button.


  3. Remove the User

    • Click the ‘Remove’ button next to their name. This is a person icon with a minus (-) symbol next to it.

      A screenshot of the buttons next to an Action Network administrator. The remove administrator button is in the centre.

    • Confirm the removal on the next page by clicking 'Confirm'.

      A screenshot of a confirmation message with a Confirm button and option to cancel.

Best Practices for Managing Action Network Permissions

  • Local Responsibility: These changes should be made by your group locally. There is no need to contact Digital Support.
  • Regular Reviews: Periodically review the list of administrators and organisers to ensure only the necessary people have access.
  • Role-Based Access: Assign roles and permissions based on the level of access required. Use the Organiser role for those who don’t need full administrative permissions.
  • Account Security: Encourage administrators and organisers to use strong, unique passwords and enable two-factor authentication (2FA) for their accounts.
Each group with access to Action Network is responsible for managing their administrators and organisers, and ensuring only those who require access are given it. It's important that following a committee handover that admin and organiser lists are reviewed. If someone only requires access for a specific piece of work they should be removed once that work has been completed.
Notes
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