99Pledges

Add, Edit, Delete Individual Participants

How to send a custom email reminder to participants

How to combine duplicate participants that have donations

Hover over the name in the Groups & Participants tab

How do we change the participant goal?

How do I upload a participant image?

How to create a Group donation link

Grant your Group Leaders limited access to the Admin Dashboard!

Group Leader Access

How to enable this feature and invite your Group Leaders for limited access to the Admin Dashboard.

Enabling Group Leader Access

Vinay Anne

Crystal Archer

How To - Groups & Participants tab

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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