Charity Creation

Table of Contents

Creating a Charity

Account Creation

Resetting Charity Password

Creating a Charity

1. Navigate to Charity

2. Add a new Charity

3. Complete name of the Charity

4. Charity location: country, area, address, city, zip code (if applicable)

5. Charity contact info: name, email address, phone number – make sure to select the appropriate country code

6. Eligibility criteria – Explain what are the criteria that a Patient must fulfill to be supported by this Charity

7. Notes – Any other useful information

8. Upload the Memorandum of Understanding (MOU) and any other document – if an MOU is not needed for your Program, you may upload this PDF

9. Save

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Account Creation

1. Navigate to Charity > Account

2. Enter the Charity contact's first name, last name, and email

3. Make sure the checkbox “Account enabled”

   1. If the red disclaimer “This user does not have…” displays, then the Charity’s account is not enabled, and no email will be sent to set their password.

      
      

4. Save

Once the Charity’s account is enabled, the PMS will automatically send an email to them for them to set their own password. Once Charities have set their own password, they can log into the Platform. Their username will be their email address, and their password the one they have just set.

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Reset the Charity’s password

If a Charity ever forgets their password, they can avail of the “Forget Password” button on the landing screen of the Platform. This will trigger an automatic email to reset the password.

Alternatively, Axios can trigger an automatic email from the Charity’s Account tab in the PMS or generate a password reset link that can be shared with the user.

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