Overview

Board Members in FutureFund Connect lets you manage your PTA unit’s board of directors organized by term (school year). Keeping your board roster up to date is essential for compliance, task routing, and ensuring the right people have access to the platform.

Each term has its own board roster, making it easy to track leadership changes year over year. You can add members manually, import them from a spreadsheet, or copy them from a previous term to save time during annual transitions.

How to Manage Board Members

1. Navigate to your unit’s Board Members page from the main menu.
2. Select the term (school year) you want to manage from the term selector.
3. To add a board member, click Add Board Member and fill in their name, email, phone number, and position/role.
4. To edit a board member, click on their entry and update their details.
5. To remove a board member, open their record and click Remove.

To copy board members between terms:

1. Go to the Board Members page for the target term.
2. Click Copy Board Members.
3. Choose to copy from a previous term (carry forward returning members) or to a future term (set up next year’s board early).
4. Review and confirm the copied roster.

To import board members from a file:

1. Click Import on the Board Members page.
2. Upload a CSV or XLSX file with board member information.
3. Map the columns to the appropriate fields.
4. Review the import preview and confirm.

Additional Features

• Term-Based Management: Each school year has its own board roster, providing a clear historical record of leadership.
• Export: Download your board member list for reporting or offline use.
• Copy Between Terms: Quickly set up a new term’s board by copying from a previous or future term, then making adjustments.
• CSV/XLSX Import: Bulk-add board members from a spreadsheet file.
• Add to Team: Grant platform access to board members by adding them to your unit’s team directly from the board member page.

Tips

• Update your board roster promptly after elections to ensure new officers receive their assigned tasks.
• Use Copy from Previous Term at the start of each year, then remove outgoing members and add new ones — this is faster than re-entering everyone.
• When importing, make sure your spreadsheet columns match the expected format to avoid mapping errors.
• Adding a board member to the team is a separate step from adding them to the board roster — do both so they can log in and complete their tasks.
• Export your board list before making major changes as a backup.