How Organizations Work

If your nonprofit is made up of several more or less independent entities (chapters, sections, etc.), organizations let you connect them to your main organization.

Advanced groups function as “child” platforms of your main platform and have a certain degree of autonomy. They can also contain their own simple groups.

• Types of advanced groups
• Creating an organization
• How the main features work
• Managing administrator permissions

Each advanced group is billed $10/month, starting from the day it is created.

Types of organizations

There are two types of organization groups, each with a different relationship to the main platform:

• 📌 Sections are considered non-distinct entities within your organization. Their settings are defined at the main platform level.
• 🏠 Nonprofits are considered distinct entities, so they generally define their own settings.

The section / nonprofit type is set when the group is created and cannot be changed afterward.

Please note: unlike a simple group, an organization cannot be dynamic (meaning it cannot populate automatically based on defined assignment criteria).

Creating an organization

To create an organization, go to Browse Network > Create an organization.

Set the type, name, and details of the group (contact email, phone number, mailing address). You can assign an administrator at creation or at any time afterward.

Click Continue.

How the main features work

Community

The behavior is the same for all advanced groups: any member created within an advanced group also appears in the main platform's community.

You can merge member accounts and manage archived members from within the group. However, account validation at creation is handled at the main platform level.

Forms / Campaigns

All advanced groups can publish and manage their own Membership Campaigns and Donation Campaigns. Members and donors will appear in both the advanced group's community and the main platform's community.

Managing tax receipts and invoices

Tax receipts and invoices are managed:

• at the main platform level for sections, since they are not considered separate legal entities;
• at the group level for nonprofits.

Accounting

For a section, accounting is consolidated at the main level: you can view certain accounting records both at the advanced group level and on the main platform.

The group cannot configure its own accounting settings, other than entering and using its own bank accounts.

Learn more: Accounting for dependent advanced groups

A nonprofit, on the other hand, defines its own accounting settings. Accounting is separate: entries are not consolidated at the main level, and the group has access to all accounting records.

Payments

A dependent advanced group uses the main platform's e-wallet.

An independent advanced group manages its own e-wallet. This means it must open and verify its own account, and therefore be able to demonstrate its legal independence from the main platform.

Website

All group types can choose between having their own pages on the main platform's website or a separate website.

This setting is configured from the Website / Group Pages > General > Site type page, by choosing between “Space within the site” or “Dedicated website”.

Emailing

All group types can send their own email campaigns.

Email campaigns from a dependent advanced group inherit the settings (logo, name, address, etc.) from your main platform.

Managing administrator permissions

You can assign group administrators when creating the group, or at any time from the group's Settings > Administrators page.

As with your main platform, you can grant administrator access either globally or on a per-feature basis.

You cannot grant per-feature access at a platform level (main or advanced group) and a global administrator role at a lower level (advanced or simple group) to the same user.

Go further:

• Browsing your network and advanced groups
• Billing for advanced groups
• Accounting for dependent advanced groups