Campaign managers are responsible for the day-to-day management of a fundraising campaign along with that campaign's divisions, teams, campaigners, and prospects. Campaign managers can be customers or system users. Campaign managers who are system users can manage their campaigns on the staff site; campaign managers who are not system users can manage their campaigns on the public site.
Go to Administration > Campaign Settings > Campaigns.
Select a campaign from the Campaign List page.
Click Change Campaign Managers.
Choose one of the following:
To add a campaign manager who does not yet exist in the system, click Add New and enter campaign manager details in the Add New Campaign Manager page.
To add a campaign manager who exists in the system as a customer, click Add from Existing Customers to search from among your existing customers.
To add a campaign manager who exists as a system user, click Add from Existing System Users and select campaign managers from the list of system users in the System User List section.
To modify the details for an existing campaign manager, click the campaign manager's name on the Campaign Manager page.
Assigning system user profiles to campaign managers
Creating a campaign dashboard
Return to Campaign Settings Help