How do I invite users and assign them the correct role?

There are three main ways to join a school or group on SuccessFund:

1. Sign up on SuccessFund.com:
   • Visit SuccessFund.com, choose your state and school, and sign up. You can either use Google or Microsoft for easy access or create a username and password.
   • As a default user, you'll be able to create your own campaigns, submit them for approval, and once approved, you can go live and manage them.
2. Invite from an Administrator:
   • If an administrator invites you, they can do so by navigating to Administration > Users > Add a User. Administrators can set your school and assign your role right away.
   • With administrator permissions, you may gain access to features such as viewing other campaigns, approving campaigns, managing bank accounts, and issuing refunds.
3. Join an External Group:
   • If you're part of an external group (e.g., a booster or PTA), the external group administrator can invite you to join.
   • If you're the president of an external group, a school administrator can create the external group for you and assign you as the administrator. They can do this by going to Administration > Schools, selecting the school, clicking Edit, and adding the external group. Once the group is created, the external group administrator can invite members.
   • If you already have a SuccessFund account, you can switch between schools or groups by clicking your profile picture in the top-right corner and selecting My Info. Members of external groups and individual accounts can’t switch on their own; ask your administrator or SuccessFund support for help.

Important Note for Administrators:
You can only assign roles with permissions that match or are below your own level. For example, a school administrator can’t invite someone to be a district administrator.