Team Management
How to invite team members, assign roles, and manage your organisation's team on Impactful Connect.
Team Management
Team Management lets you invite colleagues to help run your organisation on Impactful Connect. You can assign roles with different permission levels to control who can manage activities, memberships, and settings.
Accessing Team Management
Navigate to Settings > Users in the sidebar. This section is available to owners and admins.
Team Roles
There are three roles, each with different permissions:
| Role | Permissions |
|---|---|
| Owner | Full control over the organisation. Can manage all content, settings, members, registrations, and team roles. Can change other users' roles, including promoting someone to owner. |
| Admin | Can manage content (activities, resources, opportunities), view and manage membership requests and registrations, and view participant data. Cannot change organisation ownership or manage billing. |
| Member | Basic portal access. Can view the organisation's information but has limited management capabilities. |
Note: Every organisation has at least one owner. The owner role has the highest level of access and is typically assigned to the person who created the organisation.
Inviting Team Members
To add someone to your team:
- Click Invite on the Team Management page
- Enter the person's email address
- Select a role (Admin or Member)
- Click Send Invitation
The person receives an email invitation with a link to join your organisation on Impactful Connect. They need to create an account (if they do not have one) and accept the invitation.
Invitation Status
Invitations can be in one of these states:
- Pending — sent but not yet accepted
- Active — accepted and the person is now on your team
Resending Invitations
If someone has not accepted their invitation, you can resend it by finding their entry in the team list and clicking Resend.
Managing Team Members
Searching and Filtering
- Use the search bar to find team members by name or email
- Filter by role (Owner, Admin, Member) or status (Active, Pending, Inactive)
Changing Roles
To change someone's role:
- Find the team member in the list
- Click their current role or the edit button
- Select the new role
- Confirm the change
Warning: Changing someone to Owner gives them full control over the organisation. This action should only be taken when intentionally transferring ownership.
Removing Team Members
To remove someone from your team:
- Find the team member in the list
- Click Remove
- Confirm the action
The person loses access to your organisation on Impactful Connect immediately.
Plan Limits
Your subscription plan may limit the number of team members you can have. The Team Management page displays your current team size against the limit.
If you have reached your team member limit:
- A notification appears explaining the limit
- You cannot send new invitations until you remove a team member or upgrade your plan
- Click the upgrade prompt to view available plans
Tip: Assign the Admin role to team members who need to manage day-to-day operations like approving registrations and publishing activities. Reserve the Owner role for organisational leadership.