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Organization Information allows you to edit main organization information fields such as your organization name, address, and contact information. This information will apply to templates that you will build in the system.
Organizational Policies allow you to enter and edit your organization's policies for the public to view on their Account.
Organization Logo will be the logo you choose to appear on templates that you create.
Important Note:
The logo uploaded is not connected to the logo on your public page. Changes to the public page Logo will need to go through the Creative Services department.
After Implementation, if you wish to update your organization name, please contact your account manager before doing so. This ensures that all appropriate record information can be updated within CivicPlus.
Video Instruction
Please watch the video to learn about Organization Information, Policies, and Logos. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Account Flags.
When to Use
Organization policies will be where you can house information such as:
Refund Policies
Cancellation Policies
Terms and Conditions
Privacy Policies
How to Apply
While learning how to utilize Organization Information, Policies, and Logos, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Add in Your Organization Policies as they are applicable
Update Organization information if needed
Upload a proper logo if the existing one is incorrect
Additional Resources
Here are helpful articles about Organization Information, Policies, and Logos for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
Next Lesson: Account Flags