Company Added Organizations

Company added organizations, or company organizations, are organizations that client admins can manually add to their community. These organizations are eligible for volunteer participation and apply only to events and individual activities. They are not eligible for projects, donations, or incentives.

From CSRconnect Admin Portal, Community setup, Volunteer, Company Organizations, use the toggle to enable this feature.

If enabled, employees can select Search Company Added Organizations when they choose an organization for an event or individual activity.
If you don't enable this feature, you can still add organizations from CSRconnect Admin Portal, but employees can't search for them in your community.

You can enable this feature by segment, but your list of company added organizations applies across all segments where you enable the feature.

In communities with segmentation, you can copy over the current settings to other segments.

Select Apply to Segments.
Select the segment(s) that will inherit these settings and select Apply.
Check the segment(s) again to confirm, then select Confirm and Apply.

Your role must include the Can Access Company Organizations permission to manage this feature.

Upload Company Added Organizations

Use this procedure to add charities designated as volunteer-only organizations to your CSRconnect community.

Warning: Add organizations to your community only if they don't already exist in the YourCause charity database.

Navigate to CSRconnect Admin Portal, Community setup, Volunteer, Company Organizations.
Select Upload Organizations.
Select Download Template.
Fill out and save the .csv template.
- The only required fields are the organization's Name and Country.
- Enter Country using the two-letter ISO format.
Select Continue.
Drag and drop the template file from your computer or select Upload File to browse and select the file.
Select Upload File to validate the file.
When the upload completes, select Close.