Overview

Super Admins can create new charities in an organization. New charities can have custom settings to fit their workflow. 

In this article, we’ll go over how to create a new charity. 

Create a New Charity

Click Super Admin Dashboard in the left menu to get started. 

Select Charities in the left menu. 

The Charities page will open. Click Create New Charity in the top right. 

Enter the following information for the charity: 

• Name - This is the name of the charity as will be displayed in the system. 
• Fiscal Year Starts - This is used for dashboard projections and reports.
• Internal Doc Number, External Doc Number, and Legal Fee Label - These are three fields that appear at the top of bequests. You can change the label of these fields to fit your internal processes and the information you need to be recorded.
• Billing Plan - Use the dropdown to select the billing plan for the charity. 
• Trial Started - If the charity is on a Trial Billing Plan, select the date the trial started. 
• Sales User - Use the dropdown to select a platform sales rep for the charity. For more information on sales reps, see the article Understanding User Types. 
• Admin User - If a user already exists in the system and you want to assign them as a charity admin, select them in the dropdown. 

You can also choose to enable special modules made by True BQuest. Look for the module list at the end of the page and check the appropriate module box. 

Click Create Charity to make your new charity.