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How do I move a campaign to a different group or school?

Where a campaign exists

When a campaign is created, it belongs to the school or group that the organizer was in at the time of creation.

  • The campaign’s location shows on the campaign page.
  • That location determines who reviews the approval request, which administrators have visibility, and which bank account SuccessFund will default to for deposits (deposits are always confirmed before final approval).

Ways to move a campaign

1. From the Edit tab

  • Open the campaign.
  • Click Edit.
  • In the Owner Info section, you can change the School/Group field to move the campaign to another school or group.
  • Save your changes.

2. When removing a user

  • Go to the Users tab.
  • If you remove a user who owns campaigns or approvals, the system will prompt you to either:
    • Move those campaigns to another user, or
    • Delete them.

Who can move a campaign?

  • Typically, district administrators have this ability.
  • The user’s role must include the permission to View/Edit All Organization Campaigns.
  • If the user does not have this permission, the School/Group dropdown will be disabled, and the following message will be displayed:
    “You do not have permission. Only administrators can change the school/group.”


Can a non Administrator move a campaign?
If you don't have the administrator ability to move a campaign, you'll have to create a new campaign from the new group. You can change where your user exists by clicking on your profile picture in the top right. Once you're in a new school/group, you can duplicate your old campaign. The new campaign will be in the new group.

Can I change the owner of a campaign?
If you want the campaign to be owned by a different person, add them as a collaborator (from your campaign page, click on "Collaborators"). Then, the new owner can duplicate the campaign (on the "All Campaigns" page, locate the campaign and click the three-dot menu on the right). The duplicated campaign will then belong to the new owner in their current school or group.