Overview

The Team page is where you manage who can sign in to your PTA unit on FutureFund Connect. Anyone listed here has access to your unit so they can view information and complete tasks.

Adding someone to your Team is separate from adding them to your board roster. The board roster records your unit’s leadership; the Team controls who can actually sign in. In most cases you will want your board members on the Team too, so they can log in and take care of their responsibilities.

A quick note about the Role field

When you add someone, you give them a Role such as President, Treasurer, or Parliamentarian. This role is simply a friendly label to help you remember why a person was added. It does not control what they can see or do. Everyone on the Team has access to the unit. To learn how access actually works, see Roles and Permissions.

Inviting Someone to Your Team

1. From the main menu, open your unit’s Team page.
2. Click Invite User.
3. Enter the person’s Name (their full name).
4. Enter their Email Address.
5. Enter a Role (for example, President or Treasurer). Remember, this is just a label.
6. Click the save button to send the invitation.

The person will receive an email with a link to set up their account, or to connect to their existing FutureFund account if they already have one. Until they accept, their status will show as Invited.

Understanding Invitation Statuses

Each person’s status appears next to their name on the Team page:

• Invited — The invitation has been sent and is waiting to be accepted.
• Accepted — The person has accepted and can now sign in.
• Expired — The invitation was not accepted in time. Invitations expire after about 7 days.
• Blocked — We were unable to deliver email to this address.

If an invitation expired or was not received

If someone has not accepted yet, click Resend next to their name to send the invitation again. This gives them a fresh link.

For help with what your invited team member sees on their end, share our guide on Accepting Your Invitation & Setting Up Your Account.

If someone shows as Blocked

A Blocked status means we could not deliver email to that address (for example, because the inbox bounced our messages). Hover over the red badge to see the note. If you see this, please contact our support team for help getting the person set up.

Updating a Team Member

You can update the Role label for anyone on your Team.

1. On the Team page, click Edit next to the person’s name.
2. Update their Role.
3. Save your changes.

You cannot change a team member’s name or email address from here. Those belong to the person’s own account. If they need to be changed, ask the team member to update their profile.

Removing a Team Member

To take away someone’s access to your unit, click Remove next to their name and confirm.

A couple of things to know:

• You cannot remove yourself from the Team.
• You cannot remove a FutureFund administrator. If a removal option is not shown for someone, it is because one of these rules applies.

Tips

• After you update your board roster, remember to invite any new board members to the Team so they can sign in.
• Check for Invited statuses now and then. If someone has not accepted, reach out to them and click Resend.
• Remove team members promptly when they leave the board, so only current volunteers have access.
• Team access is per-unit. If a volunteer serves more than one unit, they need to be invited to each unit’s Team separately.
• For added security, team members can turn on two-factor authentication from their own account settings.