User Management

Quick Answer: User Management

Invite teammates and assign access from Administration → Groups & Teams. Each person gets an organization scope (parent organization or a specific fund), a position (Director, Bookkeeper, Assistant, or Custom), and an access level (read/write or read-only). Every Alignmint plan includes unlimited users.

Parent-organization members can invite teammates; fund directors with read/write access can also invite for their fund. See Groups and Teams for permission trees and custom hub access.

User Management

There is no separate “User Management” tile—staff invitations and role changes live in Groups & Teams under the Administration hub (Plus or above for accounting and most admin tools).

How to invite someone

1. Open Administration → Groups & Teams
2. Click Invite User and enter their email
3. Choose organization scope (parent org or a fund)
4. Set position and access level, then send the invitation

Roles explained

• Director — leadership access for the selected org scope
• Bookkeeper — finance-focused access for accounting workflows
• Assistant — operational access without full admin rights
• Custom — pick specific hubs and tools via the permission tree

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

Unlimited users on every plan

Free, Plus, Pro, and Enterprise plans all include unlimited seats. Use roles and permissions to give each teammate the right level of access.

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 a invite email expires.

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