Important: We recommend that Administrators review the entire Admin User Guide and familiarize themselves with Philanthropy Cloud before beginning the onboarding process.
If you are administering a workplace, it is recommended that you set up the branding, settings, content, and Home page before adding users to prepare Philanthropy Cloud for them before they arrive. You may want to add other Organization Administrators (OAs) or Workplace Account Managers (WAMs) separately before you add users.
The recommended onboarding workflow is as follows:
Important: WAMs must always be aware of their workplace context to ensure that they are performing the appropriate tasks in the right workplace. Functionality may differ based on workplace context and the associated privileges for that site.
Note: WAMs can switch between the workplaces they administer and the context of their own organization, which itself may be a workplace. To switch between workplace contexts, enter the name of the workplace or organization in the Search field located in the toolbar.
Note: Based on organization preferences or your user role, some Philanthropy Cloud features may not be available.