How to join and add colleagues to your Reach organisation profile
Has your colleague left, and you need to replace them as contact? Or do you need to be added as another contact to your organisation profile? Do you want to hand over the recruitment to a colleague? Here are the steps on how to join and add colleagues to your account.
How can I join my organisation?
Step 1: Join Reach
- You should first complete our “Join the community” form and verify your email address by clicking on the link we email you. More info on validating your email address
- When you click on the link to verify your email address, you will be brought back to your Reach dashboard so that you can make the request to join.
Step 2: Request to join your organisation
- In your dashboard, you will be prompted to search for your organisation profile.
- Type the name of your organisation into the search bar and click “Search”. Note: if your organisation does not come up straight away, try searching using a different variation. For example “Citizens Advice London” and “London CAB”.
- You should then see your organisation in the list. Click Request to join.
Note: if you click on Continue to registration you will be asked to set up your organisation profile from scratch.
- After clicking “Request to join”, you will be asked to complete a short form with your role title and contact details. On submitting this, we will send an email request to the primary account holder.
Step 3: Approval
What should I do if the existing contact is no longer at my organisation?
Email us at [email protected] or call us on 020 3943 9901 to let us know that your request can’t be approved because the primary contact is no longer at your organisation, or is not available. Be sure to include your organisation’s name as it appears on Reach’s list, and the name of the primary contact who currently holds the account. We’ll add you to your organisation.
I am the primary contact for the account, how do I approve a new contact?
As the primary contact for your Reach account, you will be asked to approve any requests to join your organisation. To approve a new contact for your organisation, you have two options:
Wait for Reach to email you
- You will receive an email with the subject line Name wants to join your organisation, asking you to approve their request.
- Click on the link in the email:this will take you to the Manage Account page of your dashboard
- In Manage Account you will see the name of the contact that has asked to join.
- To approve them click on Approve Membership
Log into your dashboard
- You can also approve new contacts without the email link
- Log into your Reach account
- Go to Manage Account
- Select the My Organisation details tab
Select the Needs Approval tab
- To accept the request and add your colleague to your organisation click Approve.
- If you want them to become the primary contact in your place, select the check box that says Primary Contact.
- When you approve your colleague, they will be sent an email letting them know that their request has been approved.
Note: You can reject requests if you need to. When you click on Reject you will see a notification to confirm this.
How do I become the contact for my colleague’s role?
Opportunities can only have one contact. This person is responsible for replying to any queries and applications in a timely fashion, and for closing the opportunity when you are finished recruiting. To switch contacts:
- Go to the Opportunities section in your dashboard
- Under More, Click the 3 dots next to the opportunity
The More menu will appear.
- Click Edit opportunity
- You'll be taken to the Edit Opportunity page
- Go to the About the opportunity tab
- Scroll down to Who will manage this role? and select the new contact from the dropdown
- Click Save
- The new contact will now receive notifications for any new applications or questions.
- You will, however, both receive notifications for any existing conversations.
Why can't my colleague and I both view the same applications?
For some organisations, it won’t be appropriate to share applications and conversations. Some contacts may share an organisation profile on Reach, but might not know each other or even be in the same office. Understandably, in these circumstances they might not want other users to easily access and reply to their messages.
It’s also really important that contacts know who is responsible for replying to volunteers. By having one contact per opportunity, we hope it makes it clear who is ultimately responsible for replying to volunteers and closing off the opportunity.
How do I become the primary contact for my organisation?
Please contact our Service team at [email protected] and we will change the primary contact for you.
Using the Reach platform
Our criteria for organisations
Picking the right skills for your opportunity or volunteer profile
Managing the privacy of your organisation profile
