Welcome to Your Organization Plan! We're thrilled to have you on board! Your Organization Plan is designed to make coordination effortless, giving your team access to SignUp’s full-suite of powerful Premium features. With organization-wide messaging and reporting, you’ll have everything you need to stay organized and succeed.
Let’s Get Started! Now that you’re set up with an Organization Plan, getting everything in place is simple. Below are key roles, terms, and FAQs to guide you through a smooth setup.
Key Roles
Plan Administrator (Admin)
- The person who upgraded to the Organization Plan (likely you).
- The only one who can access Plan-wide reports, send Plan-wide messages, remove Organizers, and manage the plan.
Plan Organizers
- Registered SignUp Organizers who upgrade using your Plan License Code. Learn how Plan Organizers will upgrade their accounts - click here.
- Can manage their own SignUps or assist with others.
Participants
- Anyone signing up for your events—volunteers, staff, students, customers, etc.
- No account or password required. Learn how Participants sign up - click here
How SignUp Works
- Each SignUp has a unique URL and can include tasks, appointments, or items to bring/donate. Learn how to create a SignUp - click here.
- The Organization Plan is linked to a unique 8-character License Code, affiliating designated Organizers with your Plan and giving them access to Max-level Premium features. Learn about all our Premium Features - click here.
- A Group Page hosts multiple SignUps on one page with one URL. Organization Plan members can allow other Organizers to post SignUps to their Group Page. Learn more: What is a Group Page?
Common Questions
- Where's my License Promo Code
- Should we have one or multiple Group Pages?
- How can others add SignUps to my Group Page?
- Who can edit SignUps?
- How do I invite Participants?
- How do I run Organization Plan reports?
- How do I send messages?
- What’s the difference between Primary and Assistant Organizers?
- Can I transfer my SignUp to someone else?
- How do I remove an Organizer?
1: Where's my License Promo Code?
- Check your email from mail@signup.com with the subject “Important Instructions: Setting Up Your SignUp Organization Plan.” Can’t find it? Contact support@signup.com.
- Share your Organization Plan License Code with staff and team members who will be managing SignUps. Click here to learn how Plan Organizers can upgrade their accounts.
2: Should we have one or multiple Group Pages?
Think about how your Participants decide how to pitch in?
- If Participants need to find specific jobs or locations, organize SignUps by category on one Group Page.
- If you have many SignUps, multiple Group Pages prevent clutter.
3: How can others add SignUps to my Group Page?
When setting up a Group Page, check “Allow Others to Add SignUps” so anyone with your License Code can contribute. Learn More: How can another organizer post a SignUp to my Group Page?
- Each SignUp’s Primary Organizer and Assistant Organizers can edit it.
- The Plan Admin can access reports and messaging but not edit all SignUps by default.
Learn More:
Can I add another organizer to my activity?
Can I run reports across multiple SignUps or for all my SignUps?
5: How do I invite Participants?
Use personal invitations, shareable links, social media, website buttons, and more.
Learn More:
How do I invite people to my SignUps?
How do I invite people to my Group Page?
Can I send an Invitation to Multiple SignUps or to participants invited to Group Page SignUps?
6: How do I run Organization Plan reports?
The Plan Admin can run reports across all SignUps or Group Pages associated with the Plan.
Learn More: Can I run reports across multiple SignUps or for all my SignUps?
The Plan Admin can send messages to everyone associated with the Plan's SignUps or to Participants associated with SignUps on a specific Group Page.
Learn More: Can I send a Message, Announcement or Document to Participants Across Multiple SignUps or Group Pages?
8: What’s the difference between Primary and Assistant Organizers?
- Primary Organizer: Manages the SignUp, assigns Assistants, and can transfer ownership.
- Both Roles: Can edit, invite Participants, send messages, and run reports.
- Learn more details here: What's the difference between Primary and Assistant Organizers?
9: Can I transfer my SignUp to someone else?
Yes! The Primary Organizer can reassign their SignUp to another Organizer. Learn More: How do I change the primary organizer?
10: How can I remove an Organizer who has left our Organization?
Review and manage Plan Organizers in your My Tools tab. Learn how here: How can I review or remove Organizers in my Organization Plan?
Also See:
Getting Started - the Basics of Setting up a SignUp
How do I configure Large Events (Carnivals, Festivals, Races, etc.)?