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Introduction to My Organisations
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Written by CiviPlus Helpdesk
Updated over 4 months ago

The My Organisations functionality of the self service portal is a powerful set of features that allow portal users to manage actions on behalf of an "organisation" and its related contacts.

Example use cases could include:

  • giving access to branch secretaries to be able to view and email the contacts in their branch or chapter

  • if you have organisations who are members, allowing end users to view the membership details, pay invoices and download insurance certificates on behalf of that organisation

  • having committees and allowing them to manage their members and (with our PlusCMS product) submit news, events and other content to your website).

Features include the ability for key contacts from an organisation to:

  • View the details of the organisation

  • View other related contacts or "members" of that organisation

  • Email related contacts of members of that organisation

  • View and download unpaid and paid invoices of the organisation

  • Pay invoices on behalf of an organisation

  • Being able to update the details of that organisation

  • Being able to manage the members of that organisation

  • Being able to download certificates (i.e. insurance certificates or awards) earned by that organisation

  • Being able to submit contact such as news, opportunities and jobs and events to be displayed on the website (Requires PlusCMS)

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