❖ Heads up! This article is only intended for BoardConnect Site Admins.
Managing organizations on your site
As a BoardConnect Site Admin, you can add new organizations, publish pending organizations, edit approved organizations, and approve pending join requests for board representatives!
Adding an Organization
1. Select Add Organization from your Admin menu.
2. Fill out the required fields and add the board representative's name and email. This sends a join link via email to that representative once the organization is published.
3. Click Submit to finish.
An organization can also request to add their nonprofit to your site.
How Organizations Request to Join a Site
An organization can request to add their nonprofit to your site. To do this, they:
1. Select I'm a Nonprofit from the menu.
2. Click Sign Up.
3. Select Request to Add Your Organization.
4. Fill out the form by completing the following fields:
Organization Name
EIN (use search for EIN or find your EIN to enter)
Website URL
Facebook URL (if applicable)
Twitter URL (if applicable)
The organization's mission statement—It's best to keep the mission statement as it appears on the organization's site
Add a brief statement about what the organization does and its history in the About Us section
Upload an image of the organization logo (300px by 300px and as square as possible)
Select causes to apply to the organization—Causes help match candidates with the organization
Select one of the 17 United Nations Sustainable Development Goals (UN SDG) that best matches the organization
Enter the location of the organization so candidates can find nonprofits near them
5. When done, they Submit their form for approval.
6. When approved and published, an email is sent to the requestor with a link to create an account as a board representative with administrator privileges for the nonprofit.
7. The link takes them to a signup page where they must enter a password.
8. Next, they must complete the board profile form. The answers submitted on this form are used to prepopulate a board position when you create one.
How to Publish Pending Organizations
You can edit and publish pending organizations. The form is the same as the Add Organization form but has a Publish button instead of Submit at the bottom.
1. Go to Admin > Pending Organizations.
2. Click Review and Publish under the Select to Review and Publish the Organization column.
3. Review the form for the following information:
The requestor's name and email address
There won't be an organization admin if this field is left empty
We recommend either reaching out to the organization to add one now or emailing them to create an account and select their organization from the list
The organization's name, address, website, mission statement, and logo
The organization's selected causes
4. When ready, click Publish. An email is sent to the nonprofit requestor with a link to create their account and automatically add them to the group as a board representative with admin privileges so they can fill out the board profile.
How to Edit Approved Organizations
You can edit a published organization as you need to.
1. Navigate to Organizations from the top menu.
2. Select the Organization you wish to edit.
3. Click Edit for the published nonprofit you wish to edit.
4. Make all necessary edits and click Publish to save your changes.
Approving Join Requests for Board Representatives
Nonprofit administrators can approve pending join requests, but there may be instances where they require your assistance. In such cases, you can review and approve these requests directly from your admin panel. This process is intended primarily for review purposes and should only be used when a nonprofit administrator is unable to approve a request on their own.
1. Go to your Admin Panel and select Groups.
2. Click Edit under the group you wish to approve pending requests for.
3. Use the dropdown under the Status column for the pending request you wish to update.
You can approve, reject, block, or change the status to pending admin or member review
