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Manage nonprofit platform billing
Use Platform billing to review the current nonprofit plan, included entitlements and supported subscription actions.
Invite organization team members
Invite teammates from organization settings and assign only the responsibilities they need.
Manage organization roles
Review organization roles regularly and remove access when a teammate no longer needs it.
Use the nonprofit supporters view
Use Supporters for a relationship-focused view of people engaging with the organization and Contacts for the broader CRM record.
Use the Nonprofit workspace
The Nonprofit workspace is the organization operating hub for programs, events, fundraising, supporters, volunteers and impact.
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
Complete network onboarding
Complete the available network setup details before inviting members or coordinating network communities.
Create a network
Create a network when multiple related communities need shared structure, administration or coordinated participation.
Create communities in a network
Create or connect communities within the network according to its intended structure and delegated permissions.
Invite network team members
Invite network team members only when they need operational access and choose an appropriate team role.
Manage network member roles
Use network role and permission controls carefully because access can affect multiple communities in the network.
Resend a network invitation
A pending network member invitation can be resent by an authorized manager; accepted, declined or cancelled invitations cannot be resent through that action.
Understand expired network invitations
An expired invitation needs a new or resent pending invitation from an authorized network manager.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
Add a Serve opportunity
Add a partner’s published event or opportunity so employees can find it in Company Serve.
Find a Company Serve opportunity
Open Company Serve, review the listed opportunities, and register from the opportunity page.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
Invite enterprise employees
Use People to invite employees and assign office, department or role details before they join Company Serve.
Review enterprise impact analytics
Open Impact analytics to review participation, verified hours and employee giving for the selected period.
Use the enterprise dashboard
Company program admins work in the Enterprise dashboard to run Serve, partners, people, stories and impact. Employees who are not admins use Company Serve instead.
Use the enterprise marketplace
Use Marketplace to discover nonprofit programs the company can sponsor; this is not the same as creating a nonprofit fundraising campaign.
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.
Complete organization onboarding
Work through the available organization setup steps before launching fundraising, events or payments.
Create an organization profile
Complete the organization profile with accurate public details so supporters can recognize the organization.
Verify an organization
Use the organization verification process when it is available and provide truthful supporting information.
Configure donation receipt templates
Use Receipt Templates in Organization Settings to maintain accurate donor-facing receipt content and preview changes before use.
Configure the public donation page
Use Organization Settings to review the public donation page details and confirm the organization profile and payment account first.