Group Leader Access gives just the right level of access to Coaches and Teachers to stay informed and engaged—without opening up the full admin dashboard. With limited dashboard access, Group Leaders can easily view the Overview Tab, manage and track progress of their own team through the Groups & Participants Tab, and view the Donations Tab for the participants on their team. While they won’t be able to request payments or edit fundraiser details, they’ll have everything they need to monitor performance, support participants, and keep momentum strong.
Steps to Utilize the Group Leader Access
Enable Group Leader Access & Send The Invite - click to explore the how-to.
Announce the Invite to your Group Leaders
After your have enabled the Group Leader Access Feature and sent out your Group Leader invites, it is ideal to give your leaders a heads up to check their email inbox for an email from 99Pledges. Using the search term "group leader" brings it right up to the top!
Please note- you can resend the invite to just one Group Leader if necessary (click to view the how-to)
Group Leaders open the email for the Group Leader Invite.
Group Leaders click the blue button to "Access Group Leader Dashboard".
Group Leaders will be taken straight to the Limited Access version of the Admin Dashboard. They do not need to log into 99Pledges.com nor do they need a password.
Please note- after 24 hours (or if you, as the admin are performing tests or logging in and out of your 99Pledges Fundraiser Admin Account). After clicking the link in their email they will be prompted to have a link re-sent. This is for security purposes. They simply follow the prompts and access as before.
...and then...
Information Accessible by the Group Leader
Group Leaders will have access to the Overview Tab, Groups & Participants Tab (their group's participants only), and the Donations Tab (their group's participants only).
On the Overview Tab Group Leaders will be able to view:
Overall amount raised
Participation rate (please note- that is not accurate for AddMe setup)
Toggle and sort the Group & Participant Leaderboard
On the Participants Tab Group Leaders will be able to:
View all participants of their group
Add participants to their group
Delete participants from their group (but cannot if there is a donation)
Send out the invites to participants either individually or to the entire group via the "invite all participants to their page" to just the members of their group
Add activity (for example minutes to a reading tracker) via "view tracked units" (note- Group Leaders cannot finalize numbers so that there are no accidental charges to donors) Click HERE for an Canva template for an explainer flyer on how to track minutes as a group leader
Visit "Manage Participant" to add a photo for the participant
On the Donations Tab Group Leaders will be able to:
View donations to the Main Fundriaser page
View donations made to their participants
Add or delete cash/check donations (this is not suggested)
Reassign donations (this is not suggested-best to leave to the fundraiser admin!)
We're here if you have any questions 🙂
💬 Live Chat - click the blue circle at the bottom right
You can also always email or call us
📞 (855) 997-5334