Organisation Setup

Overview

PurposeTech uses a multi-tenant architecture that gives each organisation flexible control over their branding, domains, and campaign structure. This guide covers the initial setup and ongoing configuration of your organisation and tenant(s).

Understanding the hierarchy

Organisation
└── Tenant (white-labelled site)
    └── Campaign (volunteer programme/event)
        ├── Region
        │   └── Area
        │       └── Job (site)
        │           └── Shift
        └── Email templates, branding, privacy settings

Organisation

Your top-level account. This is your charity or nonprofit. One organisation can manage multiple tenants from a single admin portal. The organisation level controls:

• Billing — your subscription plan and payment details
• Global settings — defaults that apply across all tenants
• Admin users — who has access to the platform and at what level
• Tenant management — create, configure, and switch between tenants

Tenant

A branded volunteer site for a specific programme or brand. Each tenant gets its own:

• Custom domain — e.g., volunteers.yourcharity.org.nz
• Logo and colours — full visual identity
• Email templates — sender address, header/footer, template content
• Privacy settings — public or password-protected
• Campaigns — one or more volunteer programmes

Most organisations have one tenant. You only need multiple tenants when you have fundamentally different brands — for example, a parent charity that runs two separate fundraising programmes with different logos, domains, and volunteer bases.

Campaign

A specific event, appeal, or programme within a tenant. Campaigns are time-bound — you create a new one for each event or annual programme. Each campaign has its own:

• Jobs, shifts, and geographic structure
• Volunteer pool and signup page
• Email schedule and templates (can inherit from tenant or override)
• Branding (can inherit from tenant or override)
• Reporting and analytics

Tenant configuration

Display name

The name shown to volunteers in emails, on the campaign site header, and in PDF exports. This should be your organisation's name as you want volunteers to see it.

Contact information

Sender addresses

Configure the email addresses used for outbound communications:

You can set these at the tenant level (applies to all campaigns) or override per campaign if different programmes need different sender addresses.

Branding

Customise how your volunteer-facing site looks:

See Custom Domains & Branding for detailed configuration.

Privacy settings

Private tenants are useful for:

• Soft launches — set up everything, test, then remove the password when ready
• Internal programmes — corporate volunteering that shouldn't be publicly accessible
• Staged rollout — open to some groups first via password sharing

Domain setup

Default subdomain

Every tenant automatically gets a subdomain:

your-org.purposetech.io

This works out of the box with HTTPS — no configuration needed. Campaigns get their own sub-path or subdomain under this.

Custom domain

For a fully branded experience, use your own domain. See Custom Domains & Branding for step-by-step setup.

Email configuration

How email works

All emails are sent through PurposeTech's managed email infrastructure, powered by Postmark. This means:

• High deliverability — dedicated IP pools, proper SPF/DKIM/DMARC
• No configuration needed — email delivery works out of the box
• Bounce tracking — bounced emails are flagged in the admin portal
• Open tracking — see which volunteers opened their emails

You configure what gets sent and when — PurposeTech handles the delivery.

Template management

Email templates are managed at two levels:

• Tenant level — default templates used by all campaigns
• Campaign level — optional overrides for campaigns that need different content

See Email & Messaging for detailed template configuration, scheduling, header/footer design, and testing.

Multi-tenant scenarios

When to use multiple tenants

Switching between tenants

Owners can switch between tenants without logging out:

1. Click the tenant switcher in the admin portal header
2. Select the target tenant
3. A new session is created for that tenant — you're now managing it

Your admin permissions carry across tenants within your organisation. Volunteer Admins, Area Coordinators, and Site Coordinators are tenant-specific — they only see the tenant they've been assigned to.

Shared vs. separate volunteer pools

Tenants have separate volunteer pools. A volunteer who signs up under Tenant A is not automatically visible in Tenant B. If you want volunteers to be able to participate across tenants, you'll need to export and import between them.

If your programmes share a volunteer base and you want a single pool, use one tenant with multiple campaigns instead of multiple tenants.

Initial setup checklist

When you first set up PurposeTech, work through this in order:

• Display name — set your organisation name
• Logo — upload your logo
• Contact details — set your contact number and email
• Sender addresses — configure your transactional and broadcast email addresses
• Domain — set up a custom domain (or use the default subdomain to start)
• Header/footer — configure or auto-generate from your website
• Style overrides — apply your brand colours (optional — defaults are clean)
• Create your first campaign — see Quick Start Guide
• Add admin users — invite team members with appropriate roles

Next steps

• Custom Domains & Branding — detailed domain and branding setup
• Email & Messaging — configure email templates and design
• User Management — manage admin users and roles
• Quick Start Guide — get your first campaign running