Admin Guides

These guides cover setup and configuration tasks typically handled by organisation owners and admins. If you're a coordinator, you probably don't need these — head to Platform Guides instead.

Organisation Setup

Configure your organisation's tenant — the branded volunteer site that your volunteers interact with. Covers the Organisation → Tenant → Campaign hierarchy, branding (logo, colours, copy overrides), contact details, privacy settings, sender addresses, domain configuration, email delivery, multi-tenant scenarios (when you need more than one tenant), and an initial setup checklist.

Key topics: Hierarchy, tenant config, branding, privacy, sender addresses, multi-tenant

Salesforce Integration

Two-way sync between PurposeTech and Salesforce, available on the Enterprise plan. Keeps volunteers, jobs, shifts, and assignments in sync across both systems. Configured by our team to match your specific Salesforce instance — every organisation's setup is different.

Key topics: Two-way sync, data mapping, incremental sync, conflict resolution, Enterprise plan

Email & Messaging

Configure email templates, scheduling, header/footer design, and communications. Covers the full email system — automated lifecycle emails (welcome, confirmation, reminders, abandoned cart), template variables, three scheduling modes (immediate, relative, absolute), header/footer auto-generation from your website, campaign-specific template overrides, one-off sends, bulk scheduling, and test sends.

Key topics: Templates, scheduling, variables, header/footer, test sends, delivery

Custom Domains & Branding

Set up custom domains and fully white-label your volunteer site. Covers subdomain and custom domain setup, DNS configuration (CNAME records), SSL certificates (automatic), DNS troubleshooting, visual branding (logo, colours, style overrides), copy overrides (text customisation and translations), campaign-level overrides, and a branding checklist.

Key topics: Custom domains, DNS, SSL, branding, style overrides, copy overrides, translations

User Management

Manage admin users, roles, and permissions. Covers the full role hierarchy (Owner → Volunteer Admin → Area Coordinator → Site Coordinator → Volunteer), a detailed permission comparison, assigning coordinators to areas and sites, delegation patterns for different campaign sizes, onboarding coordinators (what to tell them), multi-tenant admin access, authentication (passwordless, OTP, passkeys), and bulk volunteer import via CSV.

Key topics: Roles, permissions, coordinator assignment, delegation patterns, onboarding, CSV import

Need help with initial setup? The PurposeTech onboarding team can walk you through configuration during your first session. Contact us to schedule.