Getting started on OrganizeOS
What OrganizeOS is, how you got here, and what you can do as a member.
On this page
OrganizeOS is the home base for the organizations you support: your union, your campaign, your local party, or a community group. You were most likely invited by one of those organizations. This guide covers the basics of finding your way around.
Signing in
Use the email address your organization invited. The Magic Link tab on the sign-in screen emails you a sign-in link and a 6-digit code: open the link, or type the code into the sign-in screen. If the link opens a page that asks you to continue, choose Continue, but only for an email you asked for. The code is handy when you read email on a different device from the one you are signing in on. Either one works once.
If you would rather use a password and have not set one yet, choose Forgot password on the Password tab to create one; that same link is how you reset your password later, since there's no separate change-password option inside the app. If your organization requires extra security, you may be asked to set up two-factor authentication the first time you sign in.
Your handle and photo
The first time you sign in to a new account, on the web or in the app, you are asked to set up your profile: add a photo and choose an @handle. Your handle is how other people find and mention you, and it can be changed once every 30 days. Both are optional, and Skip for now takes you straight in. You can add or change either later from Profile on the web or Edit profile in the app.
Your dashboard
After you sign in you land on your personal dashboard. It pulls together what is happening across every organization you belong to:
- Upcoming events you can RSVP to
- Volunteer opportunities you can sign up for
- Recent activity from your communities
- Your inbox, which combines direct messages and notifications
Your profile
Open your account menu (your name and photo in the bottom-left of the sidebar) and select your name and photo at the top of it to open your Profile. Your profile is how other members and organizers see you: your name, bio, and an optional @handle. Its Notifications, Preferences and Security tabs are where you choose your email and text notifications, the app's appearance and your leaderboard visibility, and two-factor authentication.
Switching between organizations
If you belong to more than one organization, you do not need separate accounts. Everything lives under one login. Most of what you do as a member happens on the platform (your personal home); organizers who run an organization also get a separate workspace for managing it. See switching between organizations for how to move between them.
Using the mobile app
If you use the OrganizeOS mobile app, it signs in with the same account as the web. If you do not have an account yet, choose Create account in the app, enter your name, email and a password, and confirm your email address when the confirmation email arrives. If your organization sent you an invite link, open that link instead: it creates the account and adds you to the organization at the same time, and you can then sign in to the app. Sign in with your email and password, or choose Sign in with magic link to get a one-time sign-in link by email. Forgot password in the app works the same way as on the web: the emailed link opens the app and asks for a new password. If the app tells you to confirm your email first, open the confirmation email you received when the account was created, then sign in again.
Once you are signed in, the organizations you belong to appear on Home. If you have not joined one yet, Explore lists public organizations you can join or request to join from the app.
Getting help
If you cannot find what you need, open Ask the advisor at the top of this knowledge base and describe what you are trying to do in plain language.
Why this matters
OrganizeOS puts everything you need to stay connected to your organizations in one place. Instead of juggling separate apps for events, messaging, and membership, you have a single account that follows you across every organization you belong to. Getting oriented early means you spend less time navigating and more time on the work that brought you here. The settings and profile you configure now carry forward as you take on new roles, join additional organizations, or access more of the platform over time.