Configurations

The Configurations section gives admins fine-grained control over how SupporterBase looks, feels, and behaves for your organisation. The options are grouped into four themes: Brand & appearance, Privacy & supporter data, Permissions & access, and Troubleshooting & data quality.

You'll find configurations under Settings > Configurations, with tabs for:

• General (most of the toggles and branding settings)
• Mailers (customising auto-generated emails)
• Account emails (invite/reset emails for admins, captains, and vice-captains)
• NationBuilder (covered in a separate NationBuilder configurations guide)

Brand & appearance

These are the easiest configurations to get started with. They set the tone and visual identity for your SupporterBase.

• Application name, logo, favicon, sidebar colour, login background: customise to match your organisation's branding.
• Default group page content: pre-fill new group pages with a standard intro or guidance text.
• Unsubscribe page: customise the headline and explanatory text so it reflects your supporter voice.

Privacy & supporter data

These toggles control how much personal data is visible to group leaders and how it is logged. They are some of the most important settings because they directly impact supporter trust.

Key ones to pay attention to:

• Show/hide email and phone numbers for captains/vice-captains: if switched off, they will only see masked data.
• Allow sensitive contact info in event roster exports: decide if personal details (email/phone) should appear in exported event rosters.
• Require Terms of Use acceptance: force all leaders to agree to your privacy/security policies before accessing the system.
• Log contact for each recipient: ensures that every bulk email/SMS is logged against supporter records for accountability.
• Two-factor authentication: recommended for admin accounts to strengthen security.

Permissions & access

These settings determine how much autonomy captains and vice-captains have. They connect directly to the Access Levels reference.

Examples include:

• Vice-captains edit group events/pages: expands their responsibility without giving them full admin rights.
• Captains can export supporter lists: useful for reporting but may not be appropriate if you want tighter data controls.
• Captains/vice-captains can add supporters: lets leaders grow their own lists.
• Captains approve/edit/send SMS blasts: decides whether approvals are needed or if leaders can act independently.
• Admins configure different sender email per group: helpful for large orgs where groups have distinct identities.

Troubleshooting & data quality

Some settings help prevent messy data or make it easier to interpret analytics:

• Restrict address autocomplete: keeps supporter addresses standardised to your country.
• Send SMS to mobiles only: avoids the classic issue of someone putting their mobile number into the "home phone" field.
• Show all tags on supporter profiles: handy for debugging filters but can overwhelm group leaders if every tag is visible.

Mailers & account emails

Beyond the general toggles, two other tabs matter for communications:

• Mailers: customise system-generated notifications (like approval requests, event confirmations, or supporter removal requests). Variables like [%blast.url%] can be used to insert links dynamically.
• Account emails: edit invite/reset messages for new admins, captains, and vice-captains so they reflect your organisation's tone.

Quick-start defaults

If you need any help setting up your configurations, please contact our team.

Further reading