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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.
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.
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.
Change a network logo and banner
Update the network logo and banner from Settings → Branding. Nothing is public until you save.
Network terminology and feature toggles
Rename network levels and switch features such as Events, Resources, Courses and Polls on or off.
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.
Connect a website with API keys and webhooks
Create a network API key, allow your app to embed the community, and add a signed webhook endpoint.
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.
Manage nonprofit platform billing
Use Platform billing to review the current nonprofit plan, included entitlements and supported subscription actions.
Use the Nonprofit workspace
The Nonprofit workspace is the organization operating hub for programs, events, fundraising, supporters, volunteers and impact.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
Create your first event
Create an event by choosing the right host, activity and event details before publishing.
Understand event confirmation
A completed registration or ticket checkout should result in a confirmation; keep it for event check-in and updates.
Understand private events
Private events are intended for a limited audience; use the organizer-provided invitation or access path.
I cannot see my community
If a community is missing from your list, check the signed-in profile, membership, privacy, and whether it belongs to a network.
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.
Creator Access and subgroups
Some creator and storage checks can use an eligible parent community; review the current community structure before relying on inherited access.
Follow community guidelines
Participate respectfully, protect other people’s privacy and follow the rules communicated by the community owner or moderators.
Understand community tabs
Communities can expose different areas such as feed, events, members, resources and other enabled features.
Understand resource permissions
Viewing resources and creating resources are separate permissions; creator access may also be required for resource creation.
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.
Donate anonymously
Use an anonymous donation option only when it is presented in the checkout flow; public display rules can differ from payment records.
Understand donation receipts
Keep the payment confirmation and receipt details for your records; the organization can answer campaign-specific questions.
Create an impact report
Create a report with the intended audience, reporting period and relevant evidence before sharing or printing it.
Print or share an impact report
Review a report in its final layout before printing or sharing and confirm that it contains no unintended private information.
Request impact verification
Use the available verification workflow with truthful supporting evidence and monitor the displayed review status.
Understand impact analytics
Use Impact analytics to review what is happening across programs, fundraising, events and participation without treating estimates as audited results.
Set up organization payment configuration
Connect and review the required payment configuration before accepting paid tickets or donations.
Understand payment processing fees
Review the current checkout breakdown before payment; fees and payment availability can depend on the host configuration and payment method.
Understand Advanced CRM
Advanced CRM is the full CRM experience at crm.goodaction.com, with contacts, leads, pipelines, email, automations, reports and additional modules.
What happens when a paid plan ends
When paid billing ends, the organization returns to the free platform plan with in-workspace Nonprofit CRM; Advanced CRM access and paid-plan entitlements no longer apply.
Who can use Advanced CRM
Advanced CRM is available to organizations with an active Essential, Growth or Custom subscription, including the applicable grace period.
Understand badges and impact levels
Badges and impact levels summarize qualifying GoodAction participation; they should reflect recorded platform activity rather than self-entered claims alone.
Understand your Impact Identity
Impact Identity brings together the GoodAction activities and verified impact associated with your social profile.