Groups & Teams

Quick Answer: Groups & Teams

Manage staff and board access from Administration → Groups & Teams. Invite users, assign positions, and control hub permissions—separate from the volunteer roster in People.

Groups & Teams

Groups & Teams is the staff directory under Administration, not the People volunteer hub. It lists organization members who sign into Alignmint with staff or board access—portal-only volunteer or donor logins are excluded. Use it to invite finance staff, program directors, and board liaisons with the right hub access.

What You Can Do

• View personnel tiles grouped by parent org and child funds
• Add team members with or without login accounts across selected organizations
• Invite users, resend invites, reset passwords, and change read-write vs read-only access
• Open Change Access to pick hubs and tools via the shared permission tree
• Search across names, emails, roles, and fund labels from the page header

Common Tasks

Invite a new fund director

1. Open Administration → Groups & Teams and click Add Team Member.
2. Select the child fund, enter contact details, and enable Create User Account.
3. Choose position and permissions, then send the invite email.

Good to Know

Parent org selection is mutually exclusive with multi-fund selection when creating accounts—pick parent org admin access or specific funds, not both in one invite.

Volunteer groups referenced in marketing copy are not the same as this staff directory. Coordinate volunteers in People → Volunteers; use Groups & Teams only for staff and board with system access.

The Administration hub requires Plus, Pro, or Enterprise. Individual tools inside it may still enforce plan tiers via permission settings.

Related guides

• People CRM
• User management
• Organization settings