Before adding someone, review the available roles and permissions to ensure you assign the appropriate level of access.
You can add people to your fund as an Organizer, Advisor, or Family Member. Anyone 13 years or older can join a family fund.
To invite someone to your fund:
Click or tap the Settings ⚙️ icon on your member dashboard.
Select Members & Advisors from the dropdown menu.
Click Invite Member.
Choose the role you want to assign.
Enter the person’s email address or phone number, then click Send Invite.
We’ll send them a link to join your fund and create their own Daffy login credentials.
Only organizers can invite new members to a fund.
🌐 On the Web
Click your avatar (top-right corner) on your member dashboard.
In the dropdown menu, click Members & Advisors.
Click Invite Members and select a role.
Enter the person's contact information and click Send Invite.
📱 On iOS
Tap the gear icon ⚙️ (top-right corner) on your member dashboard.
Tap Your Account and then Members & Advisors.
Tap Add People and select a role.
Enter the person's contact information and tap Send Invite.