Organization


 

Edit Organization Policies

Overview

The Organization tab contains settings in CivicRec, such as Local Resident Criteria, Custom User Fields, Organization Policies, Organization Options, Organization Information, Item Tags, and Account Flags, available for you to edit and manage. This ensures that your organization will run smoothly when adding content like activities and memberships etc.

Organizational Policies allows you to enter and edit your organization's policies for the public to view on their CivicRec account. 

Instructions

  1.  Navigate to Configurations > Organization > Organization Policies
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  2. Navigate through tabs to edit your policies via the text boxes
    policies.png
    • Cancellation Policy: Edit your cancellation policy
    • Refund Policy: Edit your refund policy
    • Privacy Policy: Edit your privacy policy
    • Terms and Conditions Policy: Edit your terms and conditions
  3. Click Update at the bottom of a page to save changes
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