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.
Important Note for CutTime Connected Users - If you make changes to your Program’s Name in CutTime, this change will not be automatically reflected in SimpleRaise. If you need to change the name of your Organization, contact our support team for assistance (support@simpleraise.com).
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. A table will appear, containing two additional tabs: "Active" and "Pending."
From either tab, click on the ‘Invite Admins’ button and a pop-up form titled ‘Invite Admins’ will then appear on the screen.
You can invite Organizational administrators using one of three methods: 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.