Setting Up an Organization in Simple Raise

If you are the designated Organization Administrator for your program, you will need to finish setting up your Organization’s Profile once you have successfully authenticated your account credentials. You can do this either by clicking on the link contained in the notification email you will receive from Simple Raise OR if you are still logged in, go to the Organizations Dashboard and click on the ‘Organization Settings’ tab, located in the third position reading left to right.

Add Your Organization’s Branding

Once clicked, you will see options to upload your Organization’s Program Logo and insert additional custom information: how you would like your Organization’s Name displayed and a primary brand display color for your fundraisers. Once you are finished making these entries, click the Save button. The logo you add will also be displayed on the email notifications about your fundraisers to your participants and donor contacts.

Add Your Organization’s Admins

You can also add additional Organizational Administrators to your Simple Raise account. From your Organization Dashboard, click on the 'Organization Admins' tab. You will then see a table with two additional tabs appear: Active and Pending. From the Active tab, click on the ‘Invite Admins’ button and you will then see a pop up screen form called ‘Invite Admins’ appear. There are three options for you to enter and invite Organizational administrators - by mobile phone number, email, or file upload. You will also see a drop down field that allows you to choose the expiration window for your invitation. 

When adding multiple admin entries by mobile phone or email, you will need to hit ‘enter’ or press the spacebar after each entry. If you prefer to invite using a file, you will first need to download the CSV template from the form and then add your admin data, save it, then import it through the pop up form. Once finished click the Invite button. You should then see all of your invited admin names appear when you click on the ‘Pending’ tab.

To invite more admins to your organization, click Organization Admins then Invite Admins:

COMING SOON Add Your Organization’s Products

If you have products to sell for fundraising purposes, soon you can add them so any fundraiser associated with your organization can utilize them. From your Organization Dashboard, click on the 'Products' tab. You will then see a blank table with an ‘Add New Products’ button. Click the button and a form will appear with fields for you to add the relevant product details such as Product Title/Name, Description, Selling Price, Cost Basis, and Commission Amount for Participants. You can upload images of your products to the gallery to help donors visualize what you are selling. Click on the ‘Create Product’ button to save and list your product. It will then become available for use within product based fundraisers.