Online Help

Working in the Company Coordinator Center

As the coordinator for the teams associated with or supported by your company, you can use the Company Coordinator Center to register new teams and work with existing information for the teams and your company.

Click one of the following links to learn more about:

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Accessing Your Company Coordinator Center

If you do not have the link or URL to your Company Coordinator Center, you can access it from the Company page.

To access your Company Coordinator Center:

  1. Log in to the site and click the link to access the TeamRaiser Greeting page.
  2. Click the link to display the Company List. The list of companies is displayed.
  3. Click the name of your company. Your Company Page is displayed.
  4. Click the Manage this Company link. The main Customer Service page of the Company Coordinator Center displays.

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Registering a New Team

You can enter registration information for a new team captain, which creates a new team associated with your company.

To create and register a new team:

  1. From the Customer Service page in the Company Coordinator Center, click Register New Team Captain. The Define Team Details page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. On this page, for:
    1. Team Name, enter the name of this new team.
    2. Team Goal, type in the monetary amount that this team intends to raise
    3. Team Company, if this team will be associated:
      • Directly at the main company level, leave the company name selected.
      • Or, to change to a different level within the hierarchy (if available), select the approprpiate option from the drop-down list.
  3. Click Next. The Team Captain Contact Information page displays.
  4. On this page, enter the required First Name, Last Name, and Email address of this Team Captain.
    Note: If available, enter or select the appropriate information in the other name, address, and biographical fields.
  5. Click Next. The Enter Captain Participation Details page displays.
  6. On this page, for:
    1. Participation Type, leave the option selected or click the appropriate one from the drop-down list.
    2. Fundraising Goal, type in the monetary amount that this Team Captain intends to raise for the TeamRaiser event.
    3. Emergency Contact, enter the name of a person who can be reached on behalf of this Team Captain in case of emergency during the event.
    4. Emergency Phone, enter the telephone number of the contact person listed above.
  7. Click Next. The View Summary and Add Gift page displays.
  8. On this page, for: (Note that some fields listed below may not display onscreen if the corresponding event option is not enabled.)
    1. Fees Paid leave the amount listed or enter the appropriate monetary amount of the registration fee that the Team Captain has paid.
    2. Additional Gift, enter the monetary amount that the Team Captain has given as a private donation (or seed money).
    3. Payment Method:
      • Click Cash.
      • Or, click Check and enter the Check Number in the field displayed.
      • Or, click Credit Card and then, in the fields displayed, enter the Credit Card Number and click the Expiration Date drop-downs to set the appropriate month and year.
  9. Click Finish. The Customer Service page displays again.

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Viewing a Team Roster

When you view the members of a team, the number of donations made in support and and the monetary value of those donations displays for each team member.

To view a roster of people on a team:

  1. From the Customer Service page in the Company Coordinator Center, click Manage Teams. The Teams list page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Click View from the Actions column of the team. The Team Summary page displays with the Members tab selected.

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Viewing the Gifts that Support the Team Fundraising

You can view a list of the gifts that support the team fundraising efforts, which include all gifts given to the members of the team as well as to the team itself (if allowed).

To view team gifts:

  1. From the Customer Service page in the Company Coordinator Center, click Manage Teams. The Teams list page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Click View from the Actions column of the team. The Team Summary page displays with the Members tab selected.
  3. Click the Gifts tab (next to the Members tab) The Gifts list page displays.

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Editing the Details of a Team

You can edit the name of the team to add distinguishing information or fix a typographical error. You can also modify the fundraising goal if it needs to be increased during the event.

If the company has multiple levels, you can also change the level that supports the team.

To edit the name, fundraising goal, or company level of a team:

  1. From the Customer Service page in the Company Coordinator Center, click Manage Teams. The Teams list page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Click View from the Actions column of the team. The Team Summary page displays with the Members tab selected.
  3. Click Edit Team Details. The Details page displays.
  4. Make your changes and click Finish. The Team Summary page displays again.

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Editing the Name of a Company

You can edit the name of a company to fix typographical error, add some information, and so on.

To edit the name of a company:

  1. From the Customer Service page in the Company Coordinator Center, click Edit Company. The Company Name page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Make your changes and click Next. The Company Tree or Company Summary page displays.
  3. Click a step in the navigation area to leave the page.

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Adding Another Facility or Department to the Company Tree

If the company was created with one or two levels, you can edit the company tree to add a new facility to the first level (or department if the company has only departments) or a department to the second level.

To add another facility or department to the company tree:

  1. From the Customer Service page in the Company Coordinator Center, click Edit Company. The Company Name page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Click Next. The Company Tree page displays.
  3. Click the company name. A small pop-up with the option to add a new facility (or department) displays (either to the far right or below the hierarchy area).
  4. To add a:
    • Facility (or department) to the first level, click Add a New Facility (or, Add a New Department). The Define Level in Hierarchy page displays.
    • Department to the second level, click the appropriate name from the level one list and, from the pop-up displayed, click Add a New Department). The Define Level in Hierarchy page displays.
  5. On the Define Level in Hierarchy page, for:
    1. Level Name, enter the name that the company would like to be visible on the Web pages and reports that reference companies associated with this TeamRaiser
    2. Notes, enter details that other administrators may need to know about this level in the company hierarchy structure
    3. Level Fundraising Goal, enter the monetary amount that the company has been asked or intends to provide to the TeamRaiser event through participating fundraising teams or gifts at this level.
    4. Level Team Recruitment Goal, enter the number of teams that this company intends to get to participate in this TeamRaiser event at this level.
    5. Level Participant Goal, enter the number of participants that this company intends to get to participate on their teams in this TeamRaiser event at this level.
  6. Click Next. The Identify Company Coordinator page displays.
  7. Enter appropriate information for the person who will work with the teams in this level for this company.

    Notes:
    (1) Entering a company coordinator may be optional here depending on how the organization is using company coordinators.

    (2) If the coordinator is also participating in the event as a Team Captain, you can leave this blank and assign the Team Captain as the coordinator in the constituent record of the captain.

    (3) If you enter the name or email address that matches a constituent/participant already in the database, the Resolve Constituent fields display on the page for you to select the existing record or create a new record.
  8. Click Next. The Review Level Summary page displays.
  9. On the Review Details page, verify that the information is correct and click Finish. The Organize Company Tree page displays.
  10. Repeat the steps above to create another facility or department.

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Editing the Name of a Facility or Department in the Company Tree

If the company was created with one or two levels, you can edit the level name.

To edit facility or department name:

  1. From the Customer Service page in the Company Coordinator Center, click Edit Company. The Company Name page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Click Next. The Company Tree page displays.
  3. Click the company name and then click the Facility (or Department). A small pop-up displays (either to the far right or below the hierarchy area).
  4. To edit the name of the:
    • Facility (or Department if only Departments are used):
      1. Click Edit Facility (or, Edit Department). The Define Level in Hierarchy page displays.
      2. Enter your change in the Level Name and click Next two times. The Review Details page displays.
      3. Click Finish. The Organize Company Tree page displays again.
    • Department at the second level:
      1. Click the name of the Facility in the first level and then click the name of the Department in the second level. The small pop-up displays.
      2. Click Edit Facility (or, Edit Department). The Define Level in Hierarchy page displays.
      3. Enter your change in the Level Name and click Next two times. The Review Details page displays.
      4. Click Finish. The Organize Company Tree page displays again.

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Working with the Company Coordinator Information for a Facility or Department in the Company Tree

If the company was created with one or two levels, you can edit the contact information for a company coordinator at that level, add a new one or delete the coordinator altogether.

To work with contact information about a company coordinator:

  1. From the Customer Service page in the Company Coordinator Center, click Edit Company. The Company Name page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. Click Next. The Company Tree page displays.
  3. Click the company name and then click the name of the facility (or department). A small pop-up displays (either to the far right or below the hierarchy area).
  4. To edit the coordinator at a:
    • Facility at the first level (or Department if only Departments are used):
      1. Click Edit Facility (or, Edit Department). The Define Level in Hierarchy page displays.
      2. Click Next. The Identify Company Coordinator page displays.
    • Or at a department in the second level:
      1. Click the name of the facility in the first level and then click the name of the department in the second level. The small pop-up displays.
      2. Click Edit Facility (or, Edit Department). The Define Level in Hierarchy page displays.
      3. Click Next. The Identify Company Coordinator page displays.
  5. Change or enter the appropriate information for the person who will work with the teams in this level for this company.
    (1) If the coordinator is also participating in the event as a Team Captain, you can leave this blank and assign the Team Captain as the coordinator in the constituent record of the captain.

    (2) If you enter the name or email address that matches a constituent/participant already in the database, the Resolve Constituent fields display on the page for you to select the existing record or create a new record.
  6. Click Next. The Review Level Summary page displays.
  7. Verify that the information is correct and click Finish. The Organize Company Tree page displays.

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Viewing the Company Summary

You can view the details about the company, how much has been raised, and so on.

To view the company summary:

  1. From the Customer Service page in the Company Coordinator Center, click Edit Company. The Edit Company Name page displays. (If the Customer Service page of the Coordinator Center is not displayed, refer to Accessing Your Customer Coordinator Center.)
  2. From the left navigation area, click View Company Summary. The Company Summary page displays.

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