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How can I set up a Booster, PTA, or other External Group to use SuccessFund?

Boosters, Parent Organizations, and other external groups can have their own separate SuccessFund group, manage users, and add direct deposit accounts, all while using the district's approval process.

For School or District Administrators:

  1. Navigate to the Administration tab.
  2. Click Schools and select the school you want to add the group to.
  3. Click Actions and choose Add External Group.
  4. Enter the name of the group president. This will send them an invitation, making them the owner of their group, which they can manage independently.

For Boosters or External Groups:If you’d like to set up your own group, contact us to help move your users and any existing campaigns.