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 can only be applied to events and individual activities. They are not eligible for projects, donations, or incentives.

Contact your Customer Success Manager (CSM) to enable this feature.

  • If enabled, employees selecting an organization while creating events or recording individual activity will see the option to Search Company Added Organizations.

  • If not enabled, you will be able to add organizations from the CSRconnect Admin Portal, but your employees cannot search for them from your community.

You must have the Can Access Company Organizations permission enabled for your role to upload company added organizations. See Roles and permissions.

  1. Navigate to CSRconnect Admin Portal, Volunteer, Company Organizations.

  2. Select Upload Organizations.

  3. Select Download Template.

  4. Fill out and save the .csv template.

    • The only required fields are the organization's Name and Country.

    • The Country field must be entered using the two-letter ISO format.

  5. Select Continue.

  6. Drag and drop the template file from your computer or select Upload File to browse and select the file.

  7. Select Upload File. When the upload completes, select Close.