Groups & Teams

Manage staff and board access from Administration → Groups & Teams. Invite teammates, assign positions, and choose hub access. This is not the volunteer roster. The roster is Volunteers → Roster.

Groups & Teams is available on PlusProEnterprise. Administration itself is available on All plans.

Groups & Teams is the staff directory under Administration. It lists people who sign into AlignMint with staff or board access. Volunteer or donor portal logins are not listed here. Use it to invite finance staff, program directors, and board liaisons.

A person can appear before they have a login. Those rows show as Account Not Linked. Profile and employment details still open. Invite, role, and password actions stay off until you create or link the account.

What You Can Do

• See people by organization or fund
• Add team members with or without login accounts
• Invite teammates, resend invites, reset passwords, and change read-write vs read-only access
• Open Change Access to choose which hubs and tools they can use
• Search 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 fund, enter contact details, and enable Create User Account.
3. Choose position and permissions, then send the invite email.

Good to Know

When you create a login, choose either whole-organization admin access or specific funds — not both in one invite.

Volunteer groups in marketing copy are not this staff directory. Coordinate volunteers in Volunteers → Roster. Use Groups & Teams only for staff and board with system access.

Invitations, roles, and access removal live here. Day-to-day staff profiles live in My Team. Formal review content is a separate workflow. See User Management for the invite steps in shorter form.

Related guides

• People CRM
• User management
• My Team
• Organization settings