Step 1: Navigate to your Partner Dashboard
Update the URL in the address bar - Delete /dashboard and then add /groups/new to the end of the URL.
Example:
*givingday2025 is placeholder text which will be replaced by your database name. If you are unsure of your database name, you can find it by navigating to the Partner Dashboard for your Giving Day and checking the address bar.
Step 2: Enter basic details about the parent organization
On this page, enter the name and address of the parent organization you are registering. You can also upload their logo using the image uploader on the right side of the page.
If you set up a registration survey, you will be prompted to complete that form after you click 'Continue'.
Step 3: Manage the parent organization profile
To view the parent profile, navigate back to your Partner Dashboard and click to expand the 'Manage Organizations' tab on the left navigation panel. Then, select 'View Organizations'.
To edit the organization’s profile, click the gear icon next to the organization’s name.
For a detailed guide on how to edit the sections of an organization's Giving Day profile, check out this related article.
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