Help center

Settings and account

Roles and programs, billing, branding, the API and webhooks, CRM connections, your data and networks.

  1. Staff roles and programs

    What owners, staff, coordinators and viewers can see and do, and how programs decide what a coordinator runs.

    For staff
  2. Billing and plans

    Your free trial, subscribing monthly or yearly through Stripe, managing your card and invoices, and the monthly text allowance.

    For staff
  3. Branding

    Give your volunteer portal, embed and emails your organization's colors and logo, with readable text worked out for you.

    For staff
  4. API keys and webhooks

    Let another system read your Causefolk data with an API key, and send it changes as they happen with signed webhooks.

    For staff
  5. CRM connections

    Send your volunteers and their hours to Salesforce or Bloomerang with your own credentials, and see what was sent, what failed and why.

    For staff
  6. Data export and deletion

    Download everything your organization keeps on Causefolk, or delete the organization for good after a 14-day grace period.

    For staff
  7. Networks

    Join a network such as a United Way and its partner agencies, see what it shares, and how network admins report on members, list their opportunities and invite staff.

    For staff