My Organization
If you sign in with your organization's own email domain (like [email protected]), your colleagues on that same domain join automatically. People on personal email (Gmail, Yahoo, Outlook, etc.) join with an invite code instead.
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Checking your account…
Your organization profile, including your logo, letterhead, signature, mission and document footer, appears on this page once you create or join an organization. Everything below is shared by every app, so it is worth setting up once you are in.
Create an organization
You'll become the owner and get a join code to share with teammates on personal email.
Join an organization
Enter the 6-character code the organization owner gave you.
Your organization
Team, board, staff, committee: what is the difference?
- Team is everyone here who can sign in and open apps. It is the widest group, and Team chat reaches all of them.
- Board is the directors on your board roster in Board Management. Board records and the board channel stay limited to them.
- Staff is the employees in your HR directory. Contractors are left out unless you include them.
- Committee is the people you add to one specific committee below. Someone can sit on several, and a committee member does not need a login.
- Consultant is somebody from outside who serves you, such as an accountant or a grant writer. They appear in Team because they can sign in, but they are not staff and not on your board. They see only what you allow in Member access, and they can never delete your records.
A person can be in more than one of these at once. Adding someone to your board roster does not give them app access, and giving someone app access does not put them on the board.
| Member | Role |
|---|
Who does what
Record who holds each position, so the platform can send a notice to the right person instead of everything landing on the owner. This is not the same as Member access above: access decides what somebody may open, this decides what somebody is responsible for. A position holder does not need a login, and one person can hold several positions.
Committees & contacts
Define your committees once here, then any app can email a whole committee in one click (for example the gift handoff in Donor Management). A person can be on more than one committee, and members can be anyone with an email, they do not need an All In One Nonprofit login.
Export your data
Take everything with you at any time. The complete export gives you one zip with your records as CSV spreadsheets (open in Excel or Google Sheets) plus the actual files from your Document Library, so you can keep running on your own.
Close this organization
As the owner, you can close this organization. Everyone loses access straight away, including you. Your records stay recoverable for 14 days, so if you close it by mistake you can put it back from this page. After 14 days everything is deleted for good: people, documents, donors and gifts, forms, events and every app's data. Financial transactions, signed documents, support tickets and the activity log are kept, because an audit or a later question can still need them. Export anything you want to keep before the 14 days are up.
Leave organization
You'll be removed from this organization. If your organization uses a custom email domain, you'll re-join automatically next time you sign in.