Overview

The Team page is where you manage the people who have access to your district or council in FutureFund Connect. Everyone listed here can sign in and view your organization; whether they can also make changes depends on their access level.

Open Team from the navigation bar under your organization’s name.

When you invite someone, they get one of two access levels:

• Member — full access. Can view everything and make changes (add, edit, delete, submit).
• Viewer — read-only. Can see everything a Member can see, but can’t create, edit, or delete anything.

There are no other levels beyond Member and Viewer — access isn’t split up page by page. On the Team list, people set to Viewer carry a small Viewer badge next to their name; everyone else is a Member.

Access cascades down the hierarchy

When someone has access to a district or council, that access automatically extends to the organizations beneath it:

• A council team member can also access the units within that council.
• A district team member can also access the councils within that district and the units within those councils.

Their access level travels with them: a district Viewer is a Viewer everywhere below that district, and a district Member is a Member everywhere below it too.

Because access flows downward, please be thoughtful about who you add at the district or council level. Only invite people who genuinely need visibility (or the ability to make changes) across the organizations below them.

About the Role field

When you invite someone, you’ll enter a Role (for example, President, Treasurer, or Parliamentarian). It does not change what they can see or do — that’s controlled by the Access Level you choose.

It does, however, decide which tasks land on them. When a task’s approval chain reaches your organization, Connect looks for a Team member whose Role label matches the step’s configured role. So “Treasurer” on this page is what makes treasurer tasks arrive in the right inbox. If a level of your approval chain has nobody with a matching label, the task skips past it to the next level that does.

It’s worth spending a minute getting these labels right — see Roles and Permissions for the full order Connect works through.

How to invite someone to your Team

1. Open your district or council and go to the Team page.
2. Click Invite User.
3. Enter the person’s Full Name and Email Address.
4. Enter a Role — for example, President or Treasurer.
5. Choose an Access Level: Member or Viewer.
6. Save the form.

The person will receive an email inviting them to set up their account and sign in. Until they accept, their status will show as Invited.

A note about shared inboxes

If the email address you enter already belongs to a FutureFund account under a different name — common with shared inboxes that get passed between officers — we still add that person to your Team. You’ll see a message letting you know the account already exists under its current name. Only that person can change their own name, by signing in and updating their profile.

How to update or remove a team member

Each person on the Team page has buttons in their row:

• Edit — Open their record to update the Role label or Access Level. You cannot change someone’s name or email here; only that person can update those in their own profile.
• Remove — Take away that person’s access to your district or council.
• Resend — If someone hasn’t accepted their invitation yet, send the invitation email again. This resets their 7-day window.

If the email address on an invitation is simply wrong, resending won’t fix it. Remove the permission and re-invite the person with the correct address — an invitation’s email can’t be edited after it’s sent.

A couple of things you cannot do

• You cannot remove yourself. The Remove button doesn’t appear on your own row, so you can’t accidentally lock yourself out.
• You cannot remove a FutureFund administrator. Accounts belonging to FutureFund staff don’t show a Remove button.
• You cannot set someone’s password. There’s no reset-password button here by design. Passwords belong to each person’s own FutureFund account, and only they can change one — see Resetting Your Password.

Understanding invitation statuses

Each row shows a status so you know where each person stands:

• Invited — The invitation has been sent, but the person hasn’t set up their account yet.
• Accepted — The person has set up their account and can sign in.
• Expired — The invitation sat unaccepted for 7 days. Use Resend to send a fresh invitation.
• Blocked — We weren’t able to deliver email to that address, so we’ve stopped trying and the Resend button is hidden. Hover the red badge for the note, then contact FutureFund support — clearing a block is something only we can do.

When someone says they can’t sign in, check this status first. Invited or Expired means they never finished setting up, so Resend is the fix. Accepted means it’s a password problem, and they’ll need to reset it themselves.

Setting a default assignee

Alongside your Team, your organization’s Edit page lets you pick a default assignee — the person who catches any task that doesn’t match a role label. It’s a good safety net, and it takes ten seconds to set.

Tips

• Review your Team list at the start of each term. Remove people who are no longer in leadership so your roster stays current, and update role labels as positions change hands.
• If someone says they never got their invitation, check their status. If it shows Invited or Expired, click Resend. If it shows Blocked, reach out to support.
• Invite new leaders a little early so they can get comfortable with Connect before their term officially begins.
• Use Viewer access for anyone who should see your district or council’s information without being able to change it.
• Being on the board roster and being on the Team are two different things. Use Add to Team from a board member’s record to bridge the two.

Learn more

For a fuller explanation of how access levels, invitations, statuses, task routing, and switching between organizations work across Connect, see the Roles and Permissions article in Getting Started.