Getting Help

Board Members

Manage your PTA unit's board of directors by term, including importing, copying, and adding members to your team

Overview

Board Members in FutureFund Connect lets you manage your PTA unit’s board of directors, organized by term (school year). Keeping your roster current helps tasks reach the right people and keeps your group on track with compliance.

Each term has its own roster, so you have a clear record of who served when. You can add members one at a time, import them from a spreadsheet, or copy them from another term to save time during your annual transition.

Finding Your Board Members

  1. Open your unit and go to the Board Members page from the menu.
  2. Use the Term filter near the top to switch between school years.
  3. Click Actions in the top corner to add, import, export, or view removed members.

Adding a Board Member

  1. Click Actions, then Add Board Member.
  2. Enter the member’s first name, last name, email, and choose a Position.
  3. Some positions also require a phone number and a mailing address. If those fields are required, you will see a notice when you save.
  4. Click save to add them to the selected term’s roster.

You can edit anyone later by opening their entry from the list.

Importing Board Members from a File

Importing is a fast way to add several members at once. The import uses a CSV file with a fixed set of columns, so the easiest path is to start from the template.

  1. Click Actions, then Import Members.
  2. Click Download Template to get a CSV file with the correct columns already in place.
  3. Fill in your members, one per row. The columns are: First Name, Last Name, Email, Phone, Position, Address, City, State, and Postal Code.
  4. Back on the import page, choose the term you are importing into.
  5. Select your CSV file, then click Import.

A few things to know:

  • Position names must match the positions set up for your state PTA. If a name does not match, that row will not import.
  • There is no column-mapping step. Use the template column names and the import will line everything up for you.
  • If any rows can’t be saved, the page will tell you exactly which rows had a problem so you can fix and re-upload.

Copying Members Between Terms

Instead of re-typing returning members, you can copy them. FutureFund Connect offers this in two ways, and each appears automatically as a banner at the top of the Board Members page when it applies.

Copy from a previous term

When the current term’s roster is empty and the previous term had members, you’ll see a banner inviting you to bring those members forward.

  1. On the Board Members page, look for the banner offering to copy from the previous term.
  2. Click Copy Board Members.
  3. Check the box next to each person you want to copy.
  4. Click Copy Board Members to finish.

After copying, you’ll land back on the roster where you can review everyone and make changes.

Copy forward to the next term

As your year winds down, you can set up next year’s board early. This option appears as a banner only during the transition window, from March 1 through the end of your fiscal year. It shows up when the current term has members and the next term’s roster is still empty.

  1. On the Board Members page, look for the banner about preparing for the next term.
  2. Click Copy Board Members to Next Term.
  3. Check the box next to each person you want to carry forward.
  4. Click Copy Board Members to Next Term to finish.

You’ll be taken to the next term’s roster so you can review and adjust it.

Roster Warnings

When you view a term’s roster, FutureFund Connect may show helpful warnings at the top, such as:

  • A member who has held a position longer than its term limit allows.
  • A member listed in more than one position.
  • A required position that no one has been assigned to yet.

These are reminders, not errors. They help you catch gaps before they become a compliance issue.

Adding a Member to Your Team

Being on the board roster is separate from having a login. To give a board member access to the platform, use Add to Team.

  1. Open the board member’s entry from the roster.
  2. If they’re eligible, you’ll see an Add to Team button.
  3. Click it to send them an invitation email.

The Add to Team button only appears when the member has an email address, belongs to the current or upcoming term, and does not already have access. If you don’t see the button, one of these is the reason.

Removing and Restoring Members

  1. Open the board member’s entry from the roster.
  2. Click Delete and confirm.

Deleting a member moves them to your Removed Board Members list rather than erasing them, so your history stays intact. To bring someone back, open Actions, choose View Removed Board Members, open the person, and click Restore.

Exporting Your Roster

To download your board list for reporting or your own records, click Actions, then Export Members.

Tips

  • Update your roster soon after elections so new officers start receiving their assigned tasks.
  • At the start of a new term, use the copy banner to bring forward returning members, then delete anyone who left and add new faces. It’s faster than starting from scratch.
  • Adding someone to the board roster does not give them a login. Use Add to Team as a separate step so they can sign in and complete their tasks.
  • When importing, start from the Download Template file so your columns and position names line up the first time.

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