Groups & Teams

Groups & Teams

Organize your staff, volunteers, and board members into groups and teams for streamlined management and collaboration. The Groups & Teams feature in People Hub is the central place to manage how people are organized within your nonprofit.

What Are Groups & Teams?

Groups and teams help you organize people by function, department, project, or any other criteria that makes sense for your organization:

• Groups: Broad categories like "Staff", "Volunteers", "Board Members", or "Donors"
• Teams: Specific working groups like "Finance Committee", "Event Volunteers", or "Program Staff"

Creating Groups & Teams

1. Navigate to People Hub → Groups & Teams
2. Click "Create Group" or "Create Team"
3. Enter a name and description
4. Add members by searching for existing people or inviting new ones
5. Save your group or team

Managing Members

From the Groups & Teams page, you can:

• Add Members: Search and add existing people to groups
• Remove Members: Remove people who are no longer part of the group
• View Activity: See group member activity and engagement
• Send Communications: Email all members of a group at once

Use Cases

• Board Management: Create a "Board of Directors" group to track board members and their terms
• Volunteer Coordination: Organize volunteers by event, program, or availability
• Staff Organization: Group staff by department or location
• Committee Tracking: Manage finance, fundraising, or program committees

Best Practices

• Keep group names clear and descriptive
• Review group membership regularly to keep it current
• Use teams for temporary or project-based groupings
• Use groups for permanent organizational structures