Overview

The Team page at the state level is where you manage the people who have access to your state PTA in FutureFund Connect. State-level team members have full access to the platform — every district, council, and unit falls under their reach. Because that access is so broad, it is important to be thoughtful about who you add here.

From the Team page you can invite new members, update them, resend invitations, and remove people who no longer need access.

Understanding Roles and Access

Every state team member shares the same full access to the platform. The Role you enter (such as President, Treasurer, or Parliamentarian) is simply a label to help you remember why each person was added. It does not change what they can see or do.

In other words, the role is for your own bookkeeping, not for limiting access. Everyone listed on the Team page can work across the entire state.

For more on how access works across the four PTA levels, see the Roles & Permissions article.

How to Manage Your Team

1. Go to Team from the state-level menu.
2. You will see the current list of team members, each with their Name/Role, Email Address, and Status.
3. To add someone, click Invite User. Enter their Full Name, Email Address, and a Role label, then save.
4. The new person receives an email with instructions to finish setting up their account.
5. To change a person’s role label, click Edit next to their name and update it. (Each person updates their own name and email from their profile — you cannot change those for them.)
6. If an invitation has not been accepted yet, you can click Resend to send the email again.
7. To take away someone’s access, click Remove. This revokes their state-level access right away.

What the statuses mean

• Invited — the invitation has been sent but not yet accepted.
• Accepted — the person has set up their account and has access.
• Expired — the invitation expired before it was accepted. Use Resend to send a fresh one.
• Blocked — the system could not deliver email to that address. If you see this, please contact support.

Things to Keep in Mind

• You cannot remove yourself. This prevents accidentally locking yourself out of your own state team.
• Administrators cannot be removed from the Team page. If an administrator needs to be removed, contact support.
• Be selective with state-level access. Because every team member has full access to all districts, councils, and units, only add people who genuinely need statewide reach. If someone only needs one district or council, add them at that level instead.
• Remove access promptly when someone leaves their role, so your roster always reflects current leadership.
• Review your team at the start of each new term to confirm the list is still accurate.