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How do I add collaborators to help with my campaign?
To add a collaborator to your campaign, go to the "Collaborators" tab on your campaign page.
- Existing SuccessFund User: If the person has already created a SuccessFund account, simply select their name from the list of available users.
- New SuccessFund User: If they haven't used SuccessFund before, invite them by email or send them an invitation link from the "Collaborators" tab.
- In-Person Payments: To give someone access to take in-person payments using the SuccessFund mobile app and a card reader, generate a Volunteer Code on the "Collaborators" tab. Anyone that already is a SuccessFund user and has access to the campaign can simply log in on the mobile app to take payments without using the Volunteer Code.