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4 interactive guides
Invite your team
After: Register or claim your nonprofit
Start guideCreate a community and invite members
You’ll need: A name, a short description, and a cover image under 5 MB
Start guideCreate and brand a network
You’ll need: A payment method or a promo code, a cover image and a square logo
Start guideInvite employees and sponsor a program
You’ll need: A company workspace. Employees use Company Serve, not the Nonprofit dashboard.
Start guideRelevant results
23 helpful articles
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
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.
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.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
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.
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.
Invite organization team members
Invite teammates from organization settings and assign only the responsibilities they need.
Manage nonprofit platform billing
Use Platform billing to review the current nonprofit plan, included entitlements and supported subscription actions.
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.