How do I invite another manager?

Inviting another manager takes about thirty seconds, and their access is active the moment you send it.

Steps

1. Open your campaign from My Campaigns and go to the campaign's Settings.
2. Select the Client Portal Access section.
3. Enter the person's email address (required) and their name (optional, but it personalizes their account).
4. Choose the role — if you're a Campaign Admin you can grant Campaign Admin or Manager; if you're a Manager yourself, the role is locked to Manager.
5. Click Add & Invite.

They immediately appear in the member list, and an invitation email — "You've been given campaign access on Pledgix" — goes out with a personal one-time link. New users set a password through that link; people who already have a Pledgix account just sign in and find the campaign waiting under My Campaigns.

Who can invite whom

The rules are enforced on the server, not just in the interface: you can never grant a role above your own. Only Campaign Admins can create other Campaign Admins.

Tip: Invite with the least role that does the job — you can always promote someone later. Note that fundraising Captains and Team Members are added in the Teams tab, not here; Client Portal Access is the leadership tier.

For role changes, resends, and removals, see Adding and removing people on your campaign.