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:

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

Organization access limits what a team member sees and can do:

• Campaigns: They see and can open only campaigns that belong to their organizations.
• New campaigns: When they create a campaign, they can only pick one of their organizations.
• Orders: Inside an order, they see only the items and payments for their organizations.
• Payouts: They see only payouts to their organizations.
• Reports: Reports show only their organizations.

Keeping Someone to Their Own Organization

Administrators can open Team and change any member’s settings, including their own organizations. So checking only one organization doesn’t keep an Administrator to that organization.

To keep someone to their own organization only:

1. Give them Organizer access.
2. Check only their organization.

Organizers can’t open Account Settings, so they can’t change their own access.

Inviting a Team Member

1. Navigate to Account Settings > Team.
2. Click the Invite User button in the upper-right corner.
3. Enter the person’s first name, last name, and email.
4. Choose an Organization, an optional Role, and an Access Level. The Organization menu records which group the person represents, like District, School, or one of your organizations. It shows under their name on the Team page. It does not give them access to anything.
5. Check the organizations this member should be able to access. This is what controls their access. Every organization is checked to start, so uncheck any they shouldn’t see. If you have three or more organizations, All Organizations checks or unchecks them all at once.
6. Click Save.

The new member gets an email:

• New to FutureFund: The email has a Set Up Your Account button. They click it, confirm their name, and choose a password. The link expires after 7 days.
• Already has a FutureFund account: The email has a Visit Admin Site button. They sign in with their current FutureFund password.

If they don’t see the email, ask them to check their spam folder.

If the Setup Link Expired

The person is already on your team, so you don’t need to invite them again. Instead, send them a password reset email:

1. Navigate to Account Settings > Team.
2. Click Actions next to the member and choose Reset Password.
3. When asked Send the password reset email?, confirm.

You’ll see A password reset email was sent to their email address. The link in that email works for 48 hours.

The member can also do this on their own. On the Admin sign-in page, they can click Forgot your password? or Email me a sign-in link. If their email is a Google account, they can click Sign in with Google instead.

Getting to the Admin

If you have Viewer, Organizer, or Administrator access, you’ll see an Admin link at the bottom of the sidebar whenever you’re on the parent-facing side of your school’s site (the same place families see Member Home, Directory, and Volunteer). Click it to jump straight into the Admin without typing in a separate address. If you don’t see the link, you don’t currently have Admin access. Ask your account owner or an Administrator to check your access level and organizations on the Team page.

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.

You can’t remove yourself. Another Administrator has to do it.

The account owner can’t be removed. To remove someone who is the owner, first make another team member the owner (see Account Management).

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, volunteer signups, and orders. See Notifications.

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.