Community settings

Client admin users can use the CSRconnect Admin Portal to customize Community Settings for branding, messaging, and communications.

Tip: For a quick start guide to community settings, see Get started with Branding.

• Community branding - Upload logos and select branding colors.

• Home page design - Upload an image to use as a background and enable feature widgets.

• Splash modal - Create a pop up to appear when employees log in to the community.

• Message banners - Enable a banner to appear at the top of the My Giving, My Volunteering, or Search Organizations pages.

• Help page - Upload a document for your employees (such as an FAQ, instructions, or company policy) and determine whether to allow employees to suggest organizations.

• Charity Custom Designations - Customize the donation designations available for specific charities. Disable any of the default options or add a new designation for a charity.

• Proxy settings - Enable employees to complete actions on behalf of others. Employees designate a specific user to act as their proxy.

• SSO error messages - Customize your community's error messages to improve troubleshooting, reduce confusion, and encourage specific actions.

• Privacy policy - Add your organization's privacy policy.

• File upload - Upload images, documents, and other files to use throughout your community.

Tip: In communities with segmentation, select the desired segment from the drop-down menu in the left navigation. If a community setting supports saving the setting to multiple segments, an Apply to Segments option will be available.

Note: Fundraising Design settings have moved to the Fundraisers section of the CSRconnect Admin Portal.