For members
For people who belong to an organization: events, volunteering, giving, messages and your account. 28 articles.
Start hereGetting started on OrganizeOSGetting started6
- Getting started on OrganizeOSWhat OrganizeOS is, how you got here, and what you can do as a member.
- Exploring organizations near youFind organizations, events, and campaigns near you in the OrganizeOS app, and choose the place it looks around.
- Organization profiles and followingWhat an organization's profile shows in the OrganizeOS app, how to follow an organization, and how members and staff get to their spaces from it.
- Your member spaceHow to find your way around an organization's member space on the web, from the member home to each page in the left rail.
- Getting help from the docsHow the help center is organized, how to search it, and how to ask the Help Advisor a question.
- Installing the OrganizeOS appsWhere to find the OrganizeOS apps, how to install the Windows desktop app, and which apps are on the way.
Workflows5
- Join an organizationWalks through joining an organization on OrganizeOS, picking a membership tier, and getting to your member home.
- Your profile and account settingsEdit your personal info, claim a handle, manage account emails, track invitations, and choose your notifications, preferences and security settings.
- Switching between organizationsHow to move between the organizations you belong to using one OrganizeOS account.
- My Membership and LeadershipWhat you see about your own membership tier and dues, and who runs your organization.
- Sharing and your impactShare an organization's pages with your own link, and see who came in because of you, once a day and never with amounts of money.
Account & security5
- Account security on OrganizeOSAn overview of the protections on your OrganizeOS account, what you control, and where to find your security settings.
- Two-factor authenticationHow to set up TOTP-based two-factor authentication on your OrganizeOS account, store recovery codes, and get back in if you lose your phone.
- Active sessions and login historyReading your active sessions list, revoking ones you don't recognize, and what to do when you get a new-device sign-in email.
- Message privacy on OrganizeOSHow OrganizeOS protects your messages, what the platform can and cannot decrypt, and when you should reach for a different tool.
- Notification preferencesChoose which emails and texts OrganizeOS sends you about events and meetings.
Events & RSVPs2
Volunteering5
- Volunteer shiftsHow to find volunteer opportunities, sign up for shifts, and log your hours.
- Texting as a volunteerTexting in the volunteer portal is being rebuilt. What changed and what still works in the meantime.
- Phone banking as a volunteerPhone banking in the volunteer portal is being rebuilt. What you see now when you open it, and what still works.
- Canvassing as a volunteerHow to work a walk list and knock doors from your organization's volunteer portal.
- My Tasks, My Hours, and the LeaderboardHow to see what's assigned to you, log your volunteer hours, and check where you rank on your organization's leaderboard.
Community4
- Signing a petitionHow to sign an organization's petition and what happens after you submit it.
- CommunityHow topic-based discussion forums work for members of your organization.
- Direct messagesHow to send and receive private one-to-one messages with the people you are connected with.
- ConnectionsHow to build your personal network on OrganizeOS by connecting with other members, and what connecting unlocks.