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Short on workers? Invite a partner organization to help.

Admin Coordinator

If you have an active partnership with another NPO, you can invite them to send workers to your event. You set how many workers you need, whether they will be paid or volunteering, and whether their workers can sign themselves up or must be assigned by their coordinator.

Who can do this: Coordinator or Admin at the host organization (the org that owns the event)


Before you start


Open the event and invite a partner

  1. Navigate to Events from the main sidebar.
  2. Find your event and click on it to open the event detail page.
  3. Click the Collaborations tab.
  4. Click Invite Partner Organization.
  5. In the Partner Organization dropdown, select the partner you want to invite. Only your active partners appear in this list.
  6. Fill in the collaboration details:
FieldDescription
Workers NeededHow many workers you are requesting. Leave blank to accept as many as the partner can send.
Compensation TypePaid or Volunteer. See below for how each works.
Payment AmountFor paid collaborations only. Enter either a lump sum for the whole group or a per-worker rate.
Allow Self-SignupIf on, the partner's workers can sign themselves up without coordinator approval.
Message (optional)A note to the partner coordinator explaining the context or any special instructions.
  1. Click Send Invitation.

The partner organization's admins and coordinators will receive a notification.


Volunteer: Workers from the partner organization attend and their hours are tracked, but no money changes hands between the two organizations. The partner org may run their own internal settlement to credit those families from their own funds — that is entirely up to them.

Paid: Your organization pays the partner organization a lump sum when the event is settled. You set the amount now, at invitation time. The partner org receives one payment and distributes it internally however they choose.

tip

If you want to pay based on attendance (e.g., $25 per worker who shows up), use Per-Worker Rate instead of a lump sum. The total is calculated automatically when you settle the event, based on how many partner workers actually attended.


What the partner sees

After you send the invitation, the partner organization's coordinators will see it in their Incoming Collaborations list. The invitation shows:

  • Your organization's name
  • The event name, date, and venue
  • How many workers you are requesting
  • Whether it is paid or volunteer (and the amount, if paid)
  • Any message you included

They can accept or decline. If they accept, they can begin assigning workers or opening self-signup for their members.


Track the collaboration status

Return to the Collaborations tab on the event to check status:

StatusMeaning
PendingInvitation sent; waiting for the partner to respond.
AcceptedPartner has accepted. Workers can now be assigned.
DeclinedPartner declined the invitation.
CancelledYou cancelled the invitation before it was accepted.
CompletedThe event is settled and the collaboration is finalized.

You can cancel a pending invitation at any time by clicking Revoke Invitation from the collaboration detail view.


Next Steps