Groups & Teams

Groups & Teams

Groups and teams help you organize staff, volunteers, and board members by role, committee, or program. Use them for targeted email, permissions, and reporting without maintaining duplicate lists.

What You Can Do

• Create permanent groups such as Staff, Volunteers, or Board
• Build teams for finance, events, or short-term projects
• Add or remove members as roles change throughout the year
• Email everyone in a group from one action

Common Tasks

Set up a finance committee team

1. Open People from the main menu, then Groups & Teams.
2. Click Create Team, name it, and add members.
3. Use the team when assigning tasks or reviewing volunteer activity.

Good to Know

Groups are best for long-term structure; teams work well for committees and projects. Review membership each quarter so departed volunteers do not keep receiving messages.

From the same page you can email all members, add or remove people, and see recent activity. Board, finance, and event committees are common examples of teams that change membership each year.

Message everyone on a committee

1. Open the team and choose send message or email.
2. Compose your update and send from Alignmint.
3. Track replies in your normal inbox if you use forward rules.

Groups like Staff or Volunteers are broad buckets; teams are better when you need a working group for one season or one event. You can belong to multiple groups and teams at the same time without duplicate profiles.

When you onboard a new committee chair, show them how to find their team in People before the first meeting so messages and reports stay on track all season.

Name groups and teams clearly on your org chart so new staff know where to file people without asking every time.

You can move someone between groups without creating a duplicate profile.

Empty groups are fine while you plan; archive old teams instead of deleting history.