Team owner guide

If you have been made a team owner in a Teams Mode fundraiser, you manage your own team: who joins, who raises money, and how your team is tracking. This guide covers what you can do and how.

Team owners exist in Team Mode. In Individual Mode the organisation manages all members directly, so there are no team owners.

Logging in

When the organisation sets you up as an owner, you receive a welcome email with a magic link. Click the link to open your team dashboard. There is no password. The reminder emails during the campaign also link straight back in.

After you log in, choose your team.

Your team dashboard

Your dashboard shows your team's progress at a glance, in four tiles:

• Total Raised by the team
• Team Members (the number in your team)
• Total Orders across the team
• Average Income / Member

You can also open the member list to see how each person is tracking, and a pending approvals alert appears when there are requests waiting.

Approving join requests

If the organisation has turned on "Member joining requires accepting", people who sign up through your team's join link are held as requests until you approve them.

• Open the approvals area on your team dashboard.
• Approve a request to make the person an active member. They receive a welcome email with a magic link to their own dashboard.
• Reject a request if it should not be there. The person is removed and receives a short email letting them know.

If approval is turned off, people who join through the link become active members straight away.

Adding members

You can add members yourself, without waiting for them to sign up:

• One at a time: enter a member's name and, if you have it, their email.
• In bulk from a CSV: import a list of names and emails in one go. See Importing members from a CSV.

Members with an email can log in to their own dashboard to set a goal and share their page. Members without an email can still be added, which helps for younger participants. Their orders are still tracked against them.

Removing members

You can remove a member from your team. Their public page stops working, and they no longer appear on the leaderboard. Orders that were already placed keep their record.

Your own fundraising page

If the organisation has turned on "Team Owners are members too", you also appear on the member leaderboard and have your own fundraising page, so you can raise money alongside your team. Setting it up works the same way as it does for members. See Sharing your fundraising page.

Helping your team raise more

• Approve join requests quickly so members can start sharing.
• Ask each member to add a photo and a personal reason before they share their page.
• Keep an eye on the member list and give a nudge to anyone who has not started.