Team

Overview

The Team page lets an authorized administrator review and grant access to the FutureFund Admin. To manage your team, navigate to Account Settings > Team.

Access Levels

Every team member is assigned one of three access levels, which determines what they can do in the Admin:

Access Level	What they can do
Viewer	Read-only access. Can view dashboards, orders, and reports but cannot make changes.
Organizer	The default level. Can view and modify most content—campaigns, the online store, First Step, messaging, and more. Cannot manage Account Settings or the team.
Administrator	Full control, including Account Settings, Organizations, and managing other team members.

A team member’s access level is shown as a colored badge next to their name on the Team page.

Roles

In addition to an access level, each team member can be given an optional Role—a descriptive title such as President, Vice President, Treasurer, Secretary, Board Member, Committee Chair, Coach, Teacher, Staff, or Volunteer. The role is a label only; it does not change what the member can access.

Owner

The account owner is marked with an Owner badge next to their name and always has Administrator access. To change the owner, see Account Management.

Organization Access

Each team member is granted access to one or more Organizations (previously called Funds). The Organizations column shows:

All Organizations — access to every organization in the account.
Partial — access to some organizations. Hover the label to see which.
None — no organization access.

Financial reports and payouts are filtered to the organizations a member can access.

Inviting a Team Member

Navigate to Account Settings > Team.
Click the Invite User button in the upper-right corner.
Enter the person’s first name, last name, and email.
Choose an Organization, an optional Title/Role, and an Access Level.
Select the organizations this member should be able to access (or choose All Organizations).
Click Invite.

The new member receives an email with a link to the Admin and instructions for setting a password if they don’t already have one. If they don’t see it, ask them to check their spam folder.

Editing Permissions

To change a member’s access level, role, or organization access, open the actions menu next to their name and choose Permissions.

Removing a Team Member

Navigate to Account Settings > Team, open the actions menu next to the member, and choose Remove. This removes their access to your account. Their FutureFund account is not deleted, and they can still use it at other schools.

Access Expiration

Team members who do not sign in to the Admin within a 13-month period have their access automatically removed from the account. This does not apply to the account owner.

Notifications

Each team member controls which email notifications they receive—payouts, bank account changes, new team members, First Step activity, and orders. See Notifications.

Administrators can change access levels for themselves and others. Grant Administrator access sparingly.

Best Practices

Give each person their own named account. Avoid shared logins like pta-treasurer@example.com.
Never share your password with anyone, including the FutureFund support team.
Always sign out when using a public or shared computer.
Audit your team at the end of each school year: remove members no longer with the school and confirm everyone has the most restrictive access level and organization access they need.