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Post a volunteer opportunity
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50 helpful articles
Manage community members
Review member access and roles from the community management area; make changes only when you have authority to do so.
Creator Access and Freemium communities
Freemium organizations can create and manage basic communities, but premium Creator Access is not included until an eligible plan or subscription applies.
Move a community resource
Move a resource into the appropriate folder from the resource management controls when you need to improve organization.
Add a link resource
Use a link resource for an external destination and provide a clear title so members understand what it opens.
Add community members
Use the available invite or membership workflow to add people while respecting the community access rules.
Assign Creator Access from an organization plan
Eligible organization plans include Creator Access for a limited number of selected communities; assign the benefit from the organization workspace.
Comment on a community post
Use comments to continue the discussion and follow the community guidelines set by its owner or moderators.
Create a resource folder
Use folders to organize community resources into clear topics before the library becomes difficult to browse.
Create a subgroup
Create a subgroup only when the parent community structure is the right place for a smaller focused audience.
Edit or delete a community post
Use post controls to correct or remove content you own; community rules and permissions may affect available options.
Join a community
Open the community page and use the available join or request flow; private communities may require approval.
Leave a community
Use the community membership controls to leave when appropriate; contact the owner for questions about private access.
Report community content
Use available reporting controls for content that may violate community or GoodAction rules.
Set a community name and description
Use a recognizable community name and a description that explains its audience, purpose and participation expectations.
Set a resource password
Where the resource workflow offers password protection, set and share the password responsibly with the intended audience.
Upgrade a community to Creator Access
A community owner can start the Creator Access upgrade flow; review the subscription terms and selected community before checkout.
Use community storage
Storage-backed resources require the relevant community access and may be subject to the community storage configuration.
Use polls in a community
Use a poll when a community needs a structured choice or quick member feedback.
Use premium community content
Premium content availability depends on the community configuration and the member’s applicable access or subscription.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Cancel an event
Cancel an event only after reviewing its registrations, ticket commitments and attendee communication needs.
Create a repeating event
Create one community event that repeats weekly, every two weeks, or monthly, then review every date in the series.
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.
Invite network team members
Invite network team members only when they need operational access and choose an appropriate team role.
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
Create communities in a network
Create or connect communities within the network according to its intended structure and delegated permissions.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
Manage organization roles
Review organization roles regularly and remove access when a teammate no longer needs it.
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 a program instance
Use a program instance for a specific delivery period or cohort and keep its dates, status and operational records current.
Manage program beneficiaries
Add and maintain only the beneficiary information needed to deliver and measure the selected program instance.
Manage program cohorts
Use cohorts to group beneficiaries within a program instance when delivery, reporting or follow-up differs by group.
Manage program funders
Associate funders with the relevant program instance and keep commitment and relationship details accurate.
Manage program institutions
Associate delivery partners or institutions with the correct program instance and maintain their current details.
Manage CRM companies
Use companies to group contacts and relationship activity around an organization account in Advanced CRM.
Manage CRM deals and opportunities
Use deals in pipeline stages to track an opportunity, its value, ownership, status and next action.
Manage CRM duplicates
Review potential duplicates before creating or importing contacts so the organization maintains a trustworthy supporter record.
Manage CRM leads
Use leads for prospective relationships, qualify them with reliable information and convert only when the record is ready.
Manage CRM tasks
Create CRM tasks with an owner and due date, then close or reschedule them when the follow-up changes.