Accessing the Self-Service Portal

The State Affairs self-service portal puts you in control of your account. Update billing information, manage team members, configure notifications, and organize your workspace—all without waiting for support.

What You Can Do in the Portal

Account & Billing:

  • View upcoming charges and invoice history

  • Update payment methods

  • Download past invoices

  • Manage your subscriptions and seats

Team Management:

  • Invite new users

  • Remove team members

  • Change user roles (Admin vs. Member)

  • Reassign seats when people change roles

Personal Settings:

  • Control email notifications (real-time vs. daily digest)

  • Set your default state

  • Change your password

  • Configure delivery times for alerts

Organization:

  • Create custom labels to tag bills

  • Organize bills by priority, department, or position

How to Access the Portal

From the Platform

  1. Log into State Affairs at pro.stateaffairs.com

  2. Click your profile icon in the top-right corner

  3. Select Settings from the dropdown menu

You're now in the self-service portal.

Direct URL (Bookmark This)

Portal URL: https://pro.stateaffairs.com/settings/account

Add this to your browser bookmarks for instant access anytime.

Understanding the 4 Portal Sections

The portal is organized into 4 tabs:

1. Account Overview

Your billing and subscription hub. Check when you'll be charged, download invoices, update payment methods, view your active seats, and request additional access.

Go here to:

  • See your next invoice date

  • Check if you have a balance due

  • Download past invoices

  • View which states you have access to

  • Reassign seats between team members

  • Request additional seats or states

2. Team Members

Manage who has access to your State Affairs account. Invite colleagues, remove former employees, change user permissions, and track who's using which seats.

Go here to:

  • Invite new team members

  • Deactivate users who no longer need access

  • Change someone's role (make them Admin or Member)

  • See who's currently active

  • Reactivate former users

  • Search your team by name or email

3. Profile Settings

Control your personal experience. Configure when and how you receive notifications, set your homepage state, and update your password.

Go here to:

  • Reduce email volume (switch to daily digest)

  • Get real-time alerts for critical bills

  • Change when your daily summary arrives (6 AM, 12 PM, or 6 PM)

  • Set which state appears first when you log in

  • Change your password

4. Label Settings

Create custom tags to organize bills your way. Build labels for priority levels, issue areas, team ownership, or your organization's position on legislation.

Go here to:

  • Create new labels ("High Priority," "Healthcare Bills," "Support")

  • Organize your label list (drag to reorder)

  • Delete unused labels

  • See which bills are tagged with each label

Who Can Access the Portal?

All Users Can Access:

  • Profile Settings - Everyone controls their own notifications and password

Admin Users Can Also Access:

  • Account Overview - View billing, manage seats, download invoices

  • Team Members - Invite/remove users, change roles

  • Label Settings - Create and manage labels for the whole team

Check your role: Go to Team Members → find your name in the list. Your role appears in the "Role" column.

Need Admin access? Ask your account administrator to upgrade your role.

Tips for First-Time Portal Users

Start with a tour: Click through each of the 4 tabs to see what's available. You won't break anything by exploring.

Bookmark it: Save pro.stateaffairs.com/settings/account to your bookmarks. You'll access this frequently.

Check monthly: Make it a habit to review your account overview monthly—verify upcoming charges, check team member access, and audit notification settings.

Use it first: Before emailing support, check if you can do it yourself in the portal. Most account tasks are self-service now.

What Requires Contacting Support

Use the portal for:

  • ✅ Adding/removing team members

  • ✅ Updating payment methods

  • ✅ Viewing invoices

  • ✅ Changing notification settings

  • ✅ Managing labels

Contact support@stateaffairs.com for:

  • ❌ Can't access the portal at all

  • ❌ Payment method won't update

  • ❌ Billing disputes or charge questions

  • ❌ Need to change account owner

  • ❌ Technical issues with the platform

Troubleshooting Portal Access

"I don't see a Settings option" → Make sure you're logged in. Click your profile icon in the top-right corner. Settings should appear in the dropdown.

"I see Settings but some tabs are missing" → You may be a Member, not an Admin. Members only see Profile Settings. Ask your Admin to upgrade your role if you need full access.

"The portal page won't load" → Try clearing your browser cache, or try a different browser. If it still fails, contact support@stateaffairs.com.

"I can see the portal but can't make changes" → Verify you have Admin permissions. Only Admins can manage billing, team members, and seats.

Questions? Contact support@stateaffairs.com

Portal URL: https://pro.stateaffairs.com/settings/account