Admin Guides

Admin Guides

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

PurposeTech is volunteer and crew management for events, from street appeals and runs to tours, festivals and clean-ups. It works beside your ticketing and fundraising tools and does not replace them. The guides below cover the admin portal side of setting that up.

Organisation Setup

How an organisation is structured in PurposeTech: Organisation, Tenant and Campaign, and the Region, Area, Site and Shift structure inside a campaign. Covers where tenant and campaign settings live, site privacy, email sending, switching between tenants, and an initial setup checklist.

Key topics: Hierarchy, tenant and campaign settings, privacy, sender address, multiple tenants, setup checklist

Salesforce Integration

Sync between PurposeTech and your own Salesforce, included on the Growth and Enterprise plans. Keeps volunteers, sites, shifts and bookings aligned with the Volunteers for Salesforce objects, and brings in regions, areas and area coordinator assignments. Set up with our team to match your Salesforce instance.

Key topics: Connected App, Salesforce campaign, sync window, one-way option, sync conflicts

Email & Messaging

Edit, time and test the emails volunteers and coordinators receive. Covers the built-in templates (welcome, shift confirmation, reminders, sign-in links and more), template variables, layouts, scheduling, one-off sends to a group, test sends, email history and sender address.

Key topics: Templates, scheduling, variables, layouts, test sends, delivery

Custom Domains & Branding

Set up a custom domain and match the volunteer site to your brand. Covers PurposeTech addresses and your own domain, the DNS record to add, site privacy, styles, brand colours, header and footer, custom CSS, terminology, and campaign-level overrides.

Key topics: Custom domains, DNS, site privacy, styles, header and footer, terminology

AI Assistant

Where the AI features help with emails, volunteer search, sign-up flows and site branding, and how access and spend limits work.

Key topics: Email assistant, AI Search, sign-up flows, usage limits

SEO & Search Visibility

How search engines treat a campaign site: when it can be indexed, and the robots.txt, sitemap.xml, llms.txt and event structured data PurposeTech generates.

Key topics: Indexing, robots.txt, sitemap.xml, llms.txt, structured data

User Management

Who can do what. Covers the two kinds of account (admin portal and campaign website), the roles on each, adding team members, making someone an area or site coordinator, delegation patterns, signing in, and importing volunteers from a CSV.

Key topics: Roles, Team Members, coordinator assignment, sign-in, CSV import

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