Organisation Setup

Overview

PurposeTech organises everything under an Organisation, then Tenants, then Campaigns. One organisation can run a single event or many, and this guide shows where each kind of setting lives. Most settings are Owner-only. Volunteer Admins run the campaign day to day. See User Management for who can do what.

Understanding the hierarchy

Organisation
└── Tenant (a branded volunteer site)
    └── Campaign (one event, appeal or programme)
        └── Region
            └── Area
                └── Site
                    └── Shift

Organisation

Your top-level account. It holds your Team Members (the people with admin portal access), your tenants, and your AI Usage figures if AI features are on. An organisation can have several tenants, and the people on your team can switch between them from the admin portal header.

Tenant

A branded volunteer site for one brand or programme. A tenant has:

• A PurposeTech address such as your-org.purposetech.io, and optionally your own domain
• Default design settings that its campaigns start from: styles, brand colours, header and footer, custom CSS and registration form fields
• Terminology, if you want to rename Region, Area, Site or Shift
• Integration keys for email delivery (Postmark), content (Contentful) and sign-in (Authentication), under Settings > Tenant API Keys
• Documents, such as PDFs you want to link from emails, under Settings > Documents
• Campaigns

Most organisations need one tenant. Add another only when you have a separate brand, domain and volunteer base.

Campaign

One event, appeal or programme inside a tenant: a run, a tour weekend, a festival, an annual street appeal. Each campaign has its own:

• Regions, areas, sites and shifts
• Volunteers and sign-up pages
• Dates, registration cutoff and time zone
• Email templates and schedule (shared with the tenant by default, or its own copies)
• Branding (inherits from the tenant, or overrides it)
• Reports
• Optional Salesforce sync

You can start a new campaign from scratch or copy regions, areas, sites and shifts from an earlier one using Clone Campaign Data on Campaign Settings.

Where settings live

All of these are under Settings in the admin portal and are Owner-only.

Visual settings are under Design. See Custom Domains & Branding.

Contact number

The Contact number is set per campaign, under Contact & Location on Campaign Settings, and when you create a campaign it starts from the tenant's number if there is one. It is shown to volunteers in some situations and printed on exported roster PDFs.

Privacy

Campaign websites can be private, so visitors need a password. Set this with Private website and Website password on Campaign Settings, or on the Domains page for each address. Private sites suit soft launches, internal programmes and staged rollouts. A tenant can have a public campaign and a private one at the same time.

Domain setup

Every tenant has a PurposeTech address:

your-org.purposetech.io

You choose the first part under Settings > Tenant Settings. For your own domain, see Custom Domains & Branding.

Email

Emails are sent through Postmark. Without any setup they send from PurposeTech's default sender. To send from your own address, an Owner adds a Postmark account and verifies the sender address under Settings > Tenant API Keys (or Campaign API Keys for one campaign). See Email & Messaging.

Delivery, open, click, bounce and spam events come back to PurposeTech and show on each template and on the Email History page.

Templates are shared across a tenant by default. A campaign can switch on Use Campaign Email Templates to keep its own copies. See Email & Messaging.

Multiple tenants

Switching between tenants and campaigns

Use the tenant and campaign selector in the admin portal header. Choosing another tenant opens it on its most recent campaign. Creating a new tenant or campaign from the selector is Owner-only. Switching keeps your original sign-in time, so you stay signed in for the rest of your 24 hours.

Volunteers are separate in each tenant

Each tenant has its own volunteer records. A volunteer who signs up under one tenant is not visible in another. If the same people take part in several events, run those as campaigns inside one tenant.

Initial setup checklist

Work through these in order:

• Tenant name and address. Set under Settings > Tenant Settings.
• Custom domain (optional). Or start on the PurposeTech address.
• Header and footer. Write your own, or generate them from your website. This is where your logo goes.
• Styles and brand colours. Defaults are clean, so this can wait.
• Sender address. Connect Postmark and verify your sending address.
• Create your first campaign. See the Quick Start Guide. Set dates, time zone and contact number.
• Add your regions, areas, sites and shifts.
• Add team members under Organisation > Team Members.
• Send yourself a test of each email you plan to use.

Next steps

• Custom Domains & Branding – domains and branding
• Email & Messaging – email templates and scheduling
• User Management – team members, roles and coordinators
• Quick Start Guide – get your first campaign running