Overview

Team management in FutureFund Connect controls who has access to your PTA unit on the platform. Team members are users who have been granted specific roles and permissions, allowing them to log in, view unit data, and complete tasks assigned to their role.

Adding someone to your team is separate from adding them to the board roster. Board members define your unit’s leadership structure, while team members define who can access the platform. Typically, you will want your board members to also be on the team so they can log in and complete their responsibilities.

How to Manage Your Team

1. Navigate to your unit’s Team page from the main menu.
2. To add a team member, click Add Team Member.
3. Enter the user’s email address and select their role/permissions for the unit.
4. Click Invite. The user will receive an email invitation with a link to join.
5. The invitation will show as Pending until the user accepts it and creates their account (or links to an existing account).
6. If an invitation was not received, click Resend Invitation to send it again.

To manage existing team members:

1. Open a team member’s record from the Team page.
2. Update their role or permissions as needed.
3. Use Reset Password if a team member is locked out of their account.
4. Remove a team member to revoke their access to the unit.

Additional Features

• Role-Based Access: Assign specific roles to team members that determine what they can see and do within the unit.
• Email Invitations: New team members receive an email invitation. The invitation status tracks whether it is pending or accepted.
• Resend Invitations: If a team member did not receive their invitation email, you can resend it with one click.
• Password Reset: Administrators can trigger a password reset for any team member who is having trouble accessing their account.
• Two-Factor Authentication (2FA): Team members can enable 2FA for added security on their accounts. This provides an extra layer of protection beyond username and password.
• Explicit Permissions: Team members receive explicit permissions to the unit, ensuring they only have access to what they need.

Tips

• After updating your board roster, make sure to also add new board members to the team so they can log in and access the platform.
• Check for pending invitations regularly — if someone has not accepted, reach out to them directly and resend the invitation.
• Remove team members promptly when they leave the board to maintain proper access control.
• Encourage all team members to enable two-factor authentication for better account security.
• If a team member cannot log in, try Reset Password before troubleshooting further — it resolves most access issues.
• Team membership is per-unit, so a user who serves on multiple units will need to be added to each unit’s team separately.