RallyBound now allows organizations to manage administrators and their security roles across an organization, groups, and campaigns. 


Important: An administrator always possesses the security role on the group they've been added to and all groups and campaigns within that group. For example, adding an administrator to the organization level will add that administrator, with their security role, to all campaigns within the organization.


There are various locations in the admin that one may add a new administrator. 


To add an administrator in the Administrator interface, (only applicable to administrators with full permissions to the Entire Org) please follow these steps:

  1. Log into your admin account at admin.rallybound.com
  2. Navigate to the Administrators panel in the header (You will see the Administrators tab in the header only if you have full permissions for the Entire Org. If you don't see this, follow the next instruction set)
  3. In the Administrator interface, click the big red plus (+) button
  4. In the ensuing lightbox, enter one or multiple email address of administrators you'd like to add
  5. Once you have entered the correct email address(es), click the "Enter" key to confirm the email address(es).
    Tip! Add a personal message to the invite email that gets sent to the new administrators by clicking "Add personal message"
  6. Enter the campaign or group you'd like the administrators added to, and the security role the new administrators should possess on that campaign, then click the plus (+) button
  7. Enter more groups, campaigns, and roles as necessary
  8. Click "Invite"

NOTE: if your "Invite" button does not turn blue, check that you clicked "enter" after adding the new Admin's email address and make sure that you have clicked the green + button next to the assigned security role.


To add an administrator to a single group or campaign in the Campaigns interface, please follow these steps:

  1. Log into your admin account at admin.rallybound.com
  2. Navigate to the group or campaign to which the new administrator will be added
  3. Click the administrator icon in the light gray sub-header.  It's the button with a little administrator and a + sign on it.
  4. In the email field of the ensuing lightbox, enter one or multiple email address of administrators you'd like to add.
  5. Once you have entered the correct email address(es), click the "Enter" key to confirm the email address(es).
    Tip! Add a personal message to the invite email that gets sent to the new administrators by clicking "Add personal message"
    Note: If the administrator has access to the given group or campaign based on a higher group, they will appear in the administrator list above the email field
    Note: If the administrator already has an account, their information will appear in an auto-complete list below the email field
  6. Select the security role the new administrators should possess on that campaign, then click the send icon


To add an administrator to a single or multiple groups or campaigns in the Campaigns interface, please follow these steps:

  1. Log into your admin account at admin.rallybound.com
  2. In the campaign list, select the groups or campaigns to which the new administrators will be added
  3. Click the add administrator icon in the toolbar above the campaign list
  4. In the email field of the ensuing lightbox, enter one or multiple email address of administrators you'd like to add
  5. Once you have entered the correct email address(es), click the "Enter" key to confirm the email address(es).
    Tip! Add a personal message to the invite email that gets sent to the new administrators by clicking "Add personal message"
    Note: If the administrator already has an account, their information will appear in an auto-complete list below the email field
  6. Select the security role the new administrators should possess on those groups or campaigns, then click the send icon


For instructions on editing the role of an existing administrator, please click here.

For instructions on removing administrators from groups or campaigns, please click here.