Organizations

Add a new organization record and manage organization settings.

Add a new organization record to your site, view and manage its information in the organization record tabs, and configure settings for organization records.

Add an Organization 

1. Click the plus icon in the quick navigation menu. 
2. Click New Organization.
   
   
3. Complete the fields, and then click Save.
   1. Organization Name - Enter the name of the organization.
      1. Separate Legal Name and AKA fields are available in the About tab on the organization record. 
   2. Organization Type - Select the type of organization, either Grantee/Grantseeker or Vendor.
       

Additional details about the organization can now be added in the tabs on the organization record. The next section contains information about each of these tabs. 

Organization Record Tabs 

Once an organization record is added, multiple tabs are available on the record containing information and other functionalities. 

In the header for the organization record, visible at the top of each tab, several items are available to view and edit.

• Click the pencil icon next to a field to edit the organization name, website, or address.
  
  
• Click Manage Logo to upload a new logo or edit the existing logo for the organization.
  
  
• Click View Activity Stream to view a timeline of changes made to the organization record.

Overview 

Multiple visuals and fields are available on this tab providing summarized and key information to reference about the organization. Some of these items include: 

• A visual summary of the number of requests in each disposition and total recommended, approved, or declined amount.
  
  
• The organization primary contact, with the ability to make edits.
  
  
• A chart displaying grant totals based on a selected code.
  • To change the default code displayed on this chart, contact your CSM or Implementation Manager.
    
    
• A visual displaying the most recent and upcoming activity related to requests for the organization.
  
  
  
• Any existing organization alerts, with the ability to add alerts. 
  • The Organization Settings section contains details on configuring the available alert types.
     

About 

View and edit information about the organization, such as the Tax ID and mission. Most of these fields are available as mapped fields on grantee portal intake forms, which can enable up-to-date information to be collected through the grantee portal and imported into this tab on the organization record.

Grantee 360 

This tab provides an overview and timeline of the foundation’s relationship with the organization. This includes the history of the organizations, requests, requirements, payments, interactions, and key moments. Grantee 360 Timeline contains details.

Interactions

Interactions, meaning various touch points with the organization, can be viewed and added here. Because organization records sit at the top of the data structure, all interactions flow up to the relevant organization record and can be viewed here. Interactions contains details on adding and managing interactions in the site.

Financials & Compliance

Manage information related to the organization’s charity status, compliance status, and financials in this tab. Organization Financials and Compliance contains details.

Requests 

Add a new request for the organization from this tab, and view the organization’s existing request records grouped by disposition. Requests contains details on adding a new request record.

• For each disposition list, select the number of records to display per page.
  
  
• Click the request ID or title to navigate to a request record.

Bank Accounts

If included with your GivingData subscription, bank account information for the organization can be added and managed on this tab. Manage Organization Bank Accounts contains details.

Payments

Payments in all statuses for the organization can be viewed on this tab. This includes all payments for which the organization is set as the payee organization.

• Click the double arrow icon to access a payment record.
  
  
• New payments must be added from the request record, which can be accessed by clicking the request title. Payments contains details.

Documents

Access and manage organization documents on this tab. These are documents related to the organization as a whole, rather than a specific request, requirement, payment etc. 

• Click Add New Document to add a new organization document.
  • Multiple options are available, including uploading a document from your computer or utilizing a document template or super doc template.
• Click a document title to view the document.
  
  
• Click the double arrow icon to manage the document properties.
  
  
• Click the dropdown icon to access options such as editing document properties, uploading a new version, downloading the document, or other options depending upon the type of document.
  
  
• Click the trash can icon to delete a document. 
• The Starred Organization Documents tab gives easy access to any organization documents that have the star icon selected. The More Starred Documents tab gives easy access to other documents related to the organization (e.g. request documents, requirement documents) that have the star icon selected.
  • The star icon for a document can be selected or unselected in the document list.

Tags & Coding 

Manage the tags and codes applied to this organization record in this tab. Tags Versus Codes contains details on adding tags, and Codes Overview contains details on the use of codes in the site.

Demographics via Candid 

View or export demographic information about the organization. This information is provided through an integration with Demographics via Candid and cannot be edited.

• Click Table View and then select a demographic category in the dropdown to view the corresponding data in a table format.
  
  
  • Click Export to Excel to export the table.  
    
    
• Click Chart View and then select a demographic category and staff type in the dropdowns to view the corresponding data in a chart format.

Contacts 

Contacts related to the organization and any of its requests are listed in this tab, and additional contacts can be added. Refer to Manage Contacts for details on adding new contacts and managing existing contacts.

Subsidiaries

View and manage any subsidiary organizations related to this organization. These are typically organizations that also apply for funding but are connected to this parent organization. Adding these organizations as subsidiaries in this tab establishes a connection between the two records in the site. For example, a university might be a parent organization connected to multiple university departments or colleges as subsidiary organizations.

• Click Edit Subsidiaries to add or remove subsidiary organizations.  

Watchlist Checks 

If added to your GivingData subscription, information related to the OFAC due diligence checks on the organization can be accessed on this tab. Checking Watchlists with OFAC Risk Management (Bridger Insight API Integration) contains details.

Custom Fields 

Any organization custom fields that have been configured in the site can be viewed and edited for the organization record here. Custom Fields Overview contains details on managing the available custom fields for the site.

Organization Settings 

Settings and configurations for organization records can be managed in Admin Tools & Settings. 

1. Click the gear icon in the quick navigation menu.
2. Click Organizations.
   
   
   
3. Click a dropdown to configure the related settings. Details are available in each section below.

Several settings are available at the top of the page under the Organization Settings heading. Click the pencil icon next to a setting to edit it.

• Include Planning Request Data in Grantee360 - If Yes is selected, data from requests in the Planning disposition is included in grantee 360 timelines on organization records. 
• Include Exploring Request Data in Grantee360 - If Yes is selected, data from requests in the Exploring disposition is included in grantee 360 timelines on organization records.
• Allow Requests on Vendor Organizations - If Yes is selected, requests can be added for organizations with the Vendor organization type. 
• Candid Demographics Enabled - If Yes is selected, the Demographics via Candid integration and tab is available on organization records. 

Charity Verification

Manage the charity verification settings for use in the Financial & Compliance tab on organization records.

• Click the pencil icon next to Primary Country Selection to change the country and tax verification source (if applicable) that will be in use for organization charity verifications in the site.  

Default Coding

Manage any default coding to increase efficiency when applying codes to organization records. This sets the default code to be selected when applying a particular code type to an organization record. The code selection can be changed, but this can save time if a certain code will be selected the majority of the time.

• Click Add New Code, and then select the code type to add a new default. Only codes assignable to organizations are available to select.
  • Check the box for the default code to be selected when applying this code type to an organization record.
    
    
• Existing defaults can be edited using the pencil icon. 
  • To delete a default, leave all boxes unchecked when editing it.

Alert Types

Manage the available alert types to add on organization records. Common examples include conflict of interest and general alert types.

• Click Add New Alert Type to add a new type.
  
  
• Existing alert types can be edited using the pencil icon, deleted using the trash can icon, and dragged and dropped into a different order.  

Compliance Statuses

Manage the available compliance statuses to select on organization records.

• Click Add New Compliance Status to add a new status.
  
  
• Existing statuses can be edited using the pencil icon, deleted using the trash can icon, and dragged and dropped into a different order.  

Financial Health Data Sources

Manage the available financial health data sources to select when adding financial data for an organization.  

• Click Add New Financial Health Data source to add a new source.
  
  
• If Yes is selected for Include Data in Financial Indicator Calculation by Default, financial data with this source selected will be included by default in the calculation performed by the financial indicator tool.
  
  
• Existing sources can be edited using the pencil icon, deleted using the trash can icon, and dragged and dropped into a different order.  

Key Moment Types

Manage the available key moment types available to add to the grantee 360 timeline on organization records. Common examples include leadership changes, strategic changes, media coverage, and natural disaster/major disruption.

• Click Add New Key Moment type to add a new type.
  
  
• Existing types can be edited using the pencil icon, deleted using the trash can icon, and dragged and dropped into a different order.  

Budget Management

Manage the revenue and expense items to track for organization budgets. These configurations apply both when adding financial data on an organization record, and when collecting financial data through Financial Data By Year fields on a grantee portal intake form.

• Click Revenue or Expenses to manage the items for either category.
  
  
• Click a budget item to access the existing list of budget items categorized directly beneath it. In the example below, Contributed Revenue and Earned Revenue are categorized directly beneath the overall Revenue category. 
  • Items in this second level below Revenue or Expenses can be viewed on the Financials & Compliance tab on organization records without an additional click to view details. 
• Within each budget items list, click Add New Item to add a new item. 
  • Existing items can be edited or made active/inactive using the pencil icon or deleted using the trash can icon.
  • The Budget Management Options field determines whether users can enter a custom budget item at this level of the budget, or if they can only use the configured items. This is applicable both when entering data on an organization record and when collecting financial data through Financial Data By Year fields on a grantee portal intake form.
     
• Click the pencil icon next to Revenue Budget Items Label or Expense Budget Items Label to edit the label for the section of revenue or expense items within the organization budget field on a grantee portal intake form.
  
  
• Click the pencil icon next to Revenue Budget Items Help Text or Expense Budget Items Help Text to edit the help text for the section of revenue or expense items within the organization budget field on a grantee portal intake form.