Find a clear answer. Keep making an impact.
Follow a role path, click through each step, or browse verified articles for events, fundraising, communities, networks, programs, payments and CRM.
Matching step-by-step guides
2 interactive guides
Relevant results
77 helpful articles
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.
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.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Verify an organization
Use the organization verification process when it is available and provide truthful supporting information.
Create an organization profile
Complete the organization profile with accurate public details so supporters can recognize the organization.
Log impact as a member
Record volunteering, giving or attendance from your Impact Identity, then request verification when you have evidence.
Request impact verification
Use the available verification workflow with truthful supporting evidence and monitor the displayed review status.
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.
Troubleshoot ticket checkout
Verify ticket availability and payment details, then retry once; contact the organizer or support if the issue continues.
Check in volunteers and attendees
Use Volunteer & event check-in to locate the correct event and record arrival for registered participants.
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
Create free registration
Use the event registration settings for a free event when attendees need to reserve a place.
Donate from an event page
When donations are enabled for an event, use the donation option provided on that event page and review the amount before payment.
Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Publish an event
Review details, registration and payment readiness before making an event available to attendees.
Set an event title and description
Use a clear title and a practical description so attendees understand the purpose, schedule and expectations.
Set event location or online details
Add an in-person location or the relevant online joining details according to the event format.
Set ticket capacity
Set a ticket quantity that reflects the real capacity and review it before attendees begin purchasing.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Share an event
Use the event page share options or copy the public event link to invite supporters.
Use event templates
Start from an available event template when it matches your format, then review every copied detail before publishing.
Volunteer for an event
Use an event volunteer option when the organizer has enabled volunteer participation and follow the event instructions.
Understand AI support answers
GoodAction Assistant uses available guidance and verified checks where possible; verify important information and escalate unresolved issues.
Create a support ticket
Create a support ticket when the issue cannot be resolved with the available guidance or diagnostics.
Retry a failed AI response
Use the retry control after a temporary response failure; do not assume a failed response changed any GoodAction data.
Understand support conversation privacy
Your support conversation is available to you and authorized GoodAction support team members; do not include passwords, API keys or payment card details.
Use the support widget
Open Ask GoodAction to ask a product question, view conversation history or create a support ticket when needed.
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.
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.
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 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.
Manage community members
Review member access and roles from the community management area; make changes only when you have authority to do so.
Move a community resource
Move a resource into the appropriate folder from the resource management controls when you need to improve organization.
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.
Check payment readiness
Review payment readiness before publishing paid tickets or collecting donations so checkout is configured for the correct host.
Connect a payment account
Follow the supported payment connection flow for the selected organization, community or event host before accepting payments.
Set up organization payment configuration
Connect and review the required payment configuration before accepting paid tickets or donations.
Update payment configuration
Make payment configuration changes only from the authorized host or organization settings area.
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.
Make a donation
Open a campaign or donation page, choose an amount, review the details and complete checkout.
Publish a fundraising campaign
Review campaign copy, donation readiness and visibility before sharing a campaign publicly.
Share a fundraising campaign
Use the campaign link and GoodAction sharing options to invite supporters to contribute.
Create a GoodAction account
Create an account with accurate information, then complete any available profile steps before using account-specific features.
Manage notification preferences
Review notification settings for the signed-in profile and keep only the alerts that are useful to you.
Reset your password
Use the password recovery option from the sign-in flow and follow the instructions sent to the account email address.
Sign in to GoodAction
Use the sign-in page with the account method you originally set up; reset access through the supported recovery flow if needed.
Switch GoodAction profiles
Use Switch Profile when your account has access to more than one GoodAction workspace or profile context.
Update your profile
Update your personal profile from the available profile settings and keep public information appropriate for the platform.
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.