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.

From CSRconnect Admin Portal, Volunteer, Company Organizations, use the toggle 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.

In communities with segmentation, you can enable this feature by segment, but your list of company added organizations will apply all across all segments where this feature has been enabled. Use Apply to Segments to apply the current toggle setting to other segments:

  1. Select Apply to Segments.

  2. Select the segment(s) that will inherit these settings and select Apply.

  3. Check the segment(s) again to confirm, then select Confirm and Apply.

You must have the Can Access Company Organizations permission enabled for your role to manage this feature. See Roles and permissions.

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

Warning: Only add organizations to your community that do not exist in the YourCause charity database.

  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 file must be comma delimited.

    • 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.