Several organizations under one login
Run a shul, a yeshiva and a chesed fund from one login. Each organization has its own people, money, team and settings; you switch between them from your avatar menu.
- 1
Add another organization
Click your avatar at the top right → “Add another organization”. Type its name and click “Create it”.
“Add another organization” in the avatar menu. - 2
Switch between them
Once you belong to more than one, your avatar menu shows “Switch organization” with the others listed. Click a name to work in that organization.
Switch organization from the avatar menu. - 3
See them side by side
Owners and Admins can click “All my organizations — totals” in the same menu, or go to Insights → All my organizations. It shows this month, this year, last year, open pledges, recurring per month, gifts and people for each, with a total.
All your organizations in one table.
Tips
- Each organization needs its own processor, team and settings — nothing is shared.
- Gifts, people and receipts never move between organizations.
- If one organization oversees the others (an umbrella), see “Branches”.
If something isn't working
It says “Too many new organizations — try again later”.
You can create up to 5 new organizations an hour. Wait an hour and try again.
An organization doesn't show in “All my organizations”.
That page only lists organizations where you are an Owner or Admin.