Organization Types allow you to classify your organizations based on how you want them to behave. Different from organization categories, organization types allow for more administrative control, including the ability to add restrictions to tools, assign specific position templates, or customize the re-registration process.
To create new organization types, click on the Switchboard and select Manage. From within Action Center, select the Administrative Branch you wish to create types in. Once you're on the landing for your organization within Action Center, select Organization Types from the Branch Tools section.
Here you can view a list of your current types. You will see a few created by default to get you started. Click Create Organization Type to start the process of creating new types. First, enter the name of the type and a brief, optional description. Then, make your way through the following details, indicating True or False for each of the settings based on the needs of that type. These settings can be adjusted at a later date if needed. If any item is left as “Not Set,” it will default to the settings put in place during your initial community configuration. Descriptions for each of the settings are as follows:
|Hide Organization Site||Only full site administrators will be able to manage and access the organization if it is hidden|
|Show in Public Organization Directory||Allows organization in this type to display in the main organizations listing for all users.|
|Allow documents to be upload||Allows organizations of this type to use the Documents tool.|
|Show Documents To Public||When this setting is checked, the Documents tab will show to public users.
Note that the documents within the tool will still need to be marked as Public
in order for individual content to be viewable by public users.
|Use Events||Allows organizations in this type to create events.|
|Auto Approve Events||All events created by organizations of this type will be automatically approved without any review process.|
|Allow Option to Enable Self-Reported Attendance on Events||Allows users to self-report attendance for events created by organizations of this type.|
|Use Elections||Allows organizations in this type to use the organization-based Elections tool.|
|Use Finance||Allows organizations in this type to access the finance features, such as viewing their account balance.|
|Use Finance Requests||Allows organizations in this type to submit finance requests.|
|Use Funding Requests||Allows organizations in this type to submit funding requests.|
|Use Purchase Requests||Allows organizations in this type to submit purchase requests.|
|Use Forms||Allows organizations in this type to create their own organization Forms.|
|Use Members and Positions||Allows the Roster tool to be utilized, including allowing users to be
members and hold Positions in organizations of this type.
|Allows any user to join||Places a "Join" button on the public facing page so users can request membership.|
|Show Members to Logged in Users by Default||If checked, by default, organization members will be visible to logged-in users
unless the user elects not to be shown on the public roster within their privacy settings.
|Show Officers to Logged in Users by Default||If checked, by default, officers will be visible to logged-in users unless the user
elects not to be shown above the public roster within their privacy settings.
Show membership list section of roster page to the public
If checked, organization members will be able to opt in to having their membership
|Show officer list section of roster page to the public||If checked, officers will be able to opt in to having their membership
record shown to the public (anonymous users).
|Auto-approve Involvement Requests||When users submit a join request to become a member of the organization,
they will be automatically added to the organization without an approval process.
|Use Outcomes||Allows Outcomes to be associated with organizations in this type.|
|Use Service Hours||Allows organization leaders to manage and approve Service Hours submitted in their organizations.|
|Use Photo Albums||Allows photo galleries to be uploaded to organizations in this type.|
|Registration||Assign a specific re-registration to organizations of this type.
This will overwrite a registration process identified for all existing organizations.
Click Create to create your organization type. Then, to manage additional details about your organization type, click on its name from your list of organization types. This will take you back to the general Properties tab with all of the information you just entered. You're provided some additional tabs that allow you to further customize the organization type. You can also click the number next to the organization type's name to view a list of all organizations in that type. Continue reading for more information about the capabilities within the separate tabs.
Click on Position Templates to manage which Position Templates will be available for organizations of this type.
If you ever need to update the registration process for an organization, you can do so here on the Registration tab.
On this page, you will also determine the roster requirements for this particular organization type, including how many optional positions you want to require be filled during organization registration, and the minimum number of members required on rosters for organizations of this type. During the registration process, organizations will be required to upload or enter in member information to fulfill these requirements.