Allowing fundraising teams to have multiple captains

When two is better than one, Team Co-Captains allows the flexibility to assign multiple captains to a Peer-to-Peer fundraising team.

Team Captains help spearhead your Peer-to-Peer fundraising efforts, creating a sense of shared purpose among the friends, family and colleagues that they've welcomed to your cause and setting an example for how to fundraise.

Peer-to-Peer events support teams and team of teams with captain assignment, member management, page personalization, tagging and more. 

By default, there's a maximum of one Captain per Peer-to-Peer fundraising team (Note: it's possible for a team to have no captains). But for some teams, two – or more – captains is better than one, and helps to amplify the fundraising efforts of the team in their community. 

The Team Co-Captains add-on built specifically for these special cases.

Configuring the add-on

The Team Co-Captain add-on may be configured to one, many or all of your Peer-to-Peer campaigns on Pledge or Multi-Pledge modules. To add new events, contact our Support team.

Assigning Co-Captains

In the campaign, Co-Captains may be assigned by administrators or by the primary (i.e. lead) Captain who created the team.

For administrators:

The ability for administrators to assign Captains and Co-Captains is performed from Manage Teams.

Follow these steps:

• Search for the Team in Manage Teams
• Click the team name in the results to navigate the Team Profile
• In the Team Members table, select "Edit" in the row of the member you'd like to re-assign
• You'll notice to Captain columns:
  • To assign a member to the Co-Captain role, check the "Co-Captain" box. Teams may have an unlimited number of Captains.
  • To re-assign the primary Captain, check the "Captain" box. The previous lead captain will automatically be re-assigned to the member role.
• Click "save" on the far right of the row

For Captains from the Participant Centre:

Co-Captains can also be assigned by your participants directly from the Participant Centre without administrator intervention. This ability isolated to the leader/primary Captain, following these steps:

• Visit the Team Progress page on the left-hand side menu (or on mobile, the top-right hamburger menu)
• Check the box in the Captain column adjacent to the member who should be re-assigned
• Save, and that's it!

Co-Captain permissions and visibility

In other words, when Co-Captain is assigned, what can they do and what do they receive?

Once assigned Co-Captains appear and behave like any other Captain in the event. They can:

• Ability to edit Team Page
• Ability to view Donations to Team
• Identification on Team Members (i.e. team roster) widget on Team Page (pictured below)
• Receives same automatic and scheduled Message Templates emails as Captain: Team E-mail to Participants, Individual Joins a Team; Team Goal Not Reached; E-mail to Participants (where Team Captain defined)
• Receives Team Captain Milestone Badge