User Management

Invite teammates and assign access from Administration → Groups & Teams. Each person gets a home (your main organization or a fund), a position (Director, Bookkeeper, Assistant, or Custom), and read/write or read-only access. AlignMint does not charge per-seat fees. Each plan still has a teammate limit: one on Free, ten on Plus, twenty-five on Pro, and a custom count on Enterprise.

Directors for the main organization can invite teammates. Fund directors with read/write access can also invite for their fund. See Groups and Teams for unlinked accounts and custom hub access. Day-to-day staff profiles live in My Team.

Where invitations live

There is no separate User Management tile. Staff invitations and role changes live in Groups & Teams under the Administration hub. Fund Accounting is available on PlusProEnterprise. Some Administration tools are available on PlusProEnterprise. Others are available on ProEnterprise.

How to invite someone

1. Open Administration → Groups & Teams
2. Choose Invite and enter their email
3. Choose their home: your main organization or a fund
4. Set position and access level, then send the invitation

Roles explained

• Director — leadership access for the selected home
• Bookkeeper — finance-focused access for accounting work
• Assistant — operational access without full admin rights
• Custom — pick the hubs and tools they need

Access level is either read/write (can make changes) or read-only (view without editing).

Teammate limits

Free includes one signed-in teammate. Plus includes up to ten. Pro includes up to twenty-five. Enterprise seat counts are set with your agreement. If you hit the limit, upgrade or deactivate a login before you send another invite.

Good to Know

Personnel records without login accounts can still be added for scheduling and reporting. Resend invitations from the same Groups & Teams screen if an invite email expires.

Related: Groups and Teams, Getting Started, Donor Management features.