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Team Pages

Create and manage team fundraising pages in the Member Portal.

Creating a Team

If you have permission to create teams:

  1. Navigate to the site dashboard
  2. Click Fundraising Pages
  3. Click Create Team
  4. Enter team details:
    • Team name
    • Fundraising goal
    • Team description
  5. Save and invite members

Joining a Team

Join an existing team:

  1. Navigate to the site dashboard
  2. Click Fundraising Pages > Join Team
  3. Browse available teams
  4. Select a team to join
  5. Your personal page becomes linked to the team

Managing Your Team

As a team admin, access the team dashboard to manage settings.

Edit Team Details

  1. Select your team
  2. Click Edit
  3. Modify:
    • Team name
    • Fundraising goal
    • Team description/appeal
    • Profile image
    • End date
  4. Save changes

Team Admins

Manage who can edit the team:

  1. Go to the Admins tab
  2. View current admins
  3. Add Admin - Invite by email
  4. Remove Admin - Revoke access

Admin capabilities:

  • Edit team page details
  • View and export donations
  • Manage team members
  • Add/remove other admins

Team Members

View and manage personal pages on your team:

  1. Go to the Projects tab
  2. See all personal pages linked to the team
  3. View each member's progress

Team Donations

View all donations to the team and its members:

  1. Go to the Donations tab
  2. See donations made directly to the team
  3. View aggregate team statistics

Team Hierarchy

Teams can have the following structure:

Team Page
├── Personal Page (Member 1)
├── Personal Page (Member 2)
└── Personal Page (Member 3)

All personal page donations roll up to the team total.

Team vs Personal Goals

  • Team Goal - The collective target for the entire team
  • Personal Goals - Individual targets for each team member

Both are tracked and displayed on the respective pages.

Leaving a Team

Remove your personal page from a team:

  1. Go to your personal page settings
  2. Select the Team tab
  3. Click Leave Team
  4. Confirm

Your personal page remains active but is no longer part of the team.

Disabling a Team

Take the team page offline:

  1. Navigate to your team
  2. Click Actions > Disable
  3. Confirm

Note: Disabling a team does not disable individual member pages.

Tips for Team Success

  • Set clear goals - Help members understand expectations
  • Communicate regularly - Use posts to update the team
  • Celebrate milestones - Recognize top fundraisers
  • Encourage sharing - Team members sharing multiplies reach
  • Lead by example - Admins should actively fundraise

Unified Fundraising + CRM