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How to Create an Admin Account and Organization on POINT

Welcome to POINT! This guide walks you through creating your admin account, setting up your organization, and choosing a plan. The whole process takes about 5 minutes.

📝 Note: POINT is currently only available in the US. If you're located outside the US, our platform isn't available for your use at this time.

In this article:

  1. Volunteer vs. Admin sign-up: what's the difference?
  2. Step 1: Create your admin account
  3. Step 2: Set up your organization
  4. Step 3: Choose your plan
  5. Want to purchase Pro right away?
  6. Step 4: Complete your organization profile
  7. Verification: what happens next
  8. I already have a POINT account

Volunteer vs. Admin sign-up: what's the difference?

POINT offers two ways to sign up, depending on your role:

  • Sign up as a Volunteer: for individuals who want to find causes they love, log hours, and track their impact.
  • Sign up as an Organization Admin: for nonprofits, schools, and other organizations that want to manage volunteers, track impact, and run programs.

Both paths start at the same page: dash.pointapp.org/sign-up.

To sign up as an admin, click I'm an organization admin at the bottom of the sign-up form. This switches the form to the admin sign-up flow.



💡 Tip: Your admin account is linked to a personal volunteer profile. This means you can also volunteer for any event on POINT using the same login. 

Step 1: Create your admin account

On the Sign up as an Organization Admin page, you have two options:

Option A: Sign up with Google or SSO (Okta)

Click one of the following options:

  • Continue with Google: signs you up using your Google account.
  • Continue with SSO (Okta): signs you up using your Okta SSO account.

After authenticating, you'll see the "Finish setting up your account" screen. Just a few more details to get you started:

  1. First Name and Last Name are pre-filled from your Google or SSO profile. You can edit them if needed.
  2. Work Email is shown as read-only (it's the email from your authenticated account).
  3. Check the box to agree to the Terms of Use, Community Guidelines, and Privacy Policy, and to confirm you're 13 or older.
  4. Optional: check the box Send me product updates and best practices.
  5. Click Continue to Organization Setup.

Option B: Sign up with email

  1. Enter your First Name and Last Name.
  2. Enter your Work Email.
  3. Create a Password and confirm it.
  4. Check the boxes to agree to the Terms of Use, Community Guidelines, and Privacy Policy.
  5. Click Continue to Organization Setup.

 

📝 Already have a POINT account? Skip to I already have a POINT account at the bottom of this article.

Step 2: Set up your organization

After creating your account, you'll be taken to the Organization Info page to set up your organization.

Fill in the following:

  • Organization Name: the official name of your organization.
  • EIN Number: your tax-exempt number, found on your 501(c)3 determination letter, tax paperwork, the IRS website, or the Secretary of State website.
  • Organization Type: select from the dropdown (for example, 501c3 Nonprofit).
  • Website URL: your organization's website.
  • How did you first hear about POINT?: select from the dropdown.

You'll also need to confirm two policy statements:

  • Agreement to the Terms of Use, Community Guidelines, and Privacy Policy.
  • Confirmation that your organization does not support political campaigns or candidates, and that lobbying activities comply with applicable laws.

Click Create Organization to continue.

📝 Note: We've simplified this step compared to the old setup. You'll add organization logo, address, causes, mission, and contact info later, after your organization is created (see Step 4).

 

Step 3: Choose your plan

Next, you'll see the Select a Plan page with two options:

Free plan

  • $0 / Free 
  • Includes: Unlimited Volunteers + Admins, Volunteer Signups + Scheduling, Event/Contact/Group Management, Automated Messaging, Time Tracking & Reporting, Website Widgets, Volunteer Portal + Mobile App, Admin Dashboard.
  • Built-in integrations with Fundraising Tools and Donor CRMs.
  • 20 min Onboarding, Office Hours + Webinars, Chat Support.

Pro plan

  • $99 / month, billed annually (or switch to Monthly).
  • Everything in Free, plus: Application Management, Program Management, Check-in Kiosks + QR Codes, Recurring + Ongoing Opportunities, Waiver Management, Document Storage, Custom Questions + Fields, and Custom Reports.
  • Includes 1 hour Onboarding and Priority Chat Support.
  • Built-in integrations: Background Check Integration and SMS (Add-On Bundles).



How the plan selection works

Whether you click Start with Free or Try for free under Pro, your organization is created the same way: with a 14-day Pro trial activated automatically. This gives you full access to all Pro features for 14 days, with no payment method required and no charges.

What happens after the 14-day trial depends entirely on whether you've added a payment method:

  • If you haven't added a payment method: your organization is automatically moved to the Free plan. No charges, no surprises.
  • If you've added a payment method: on day 15, you're charged for the Pro plan you selected, and you continue with Pro.

You'll see a confirmation popup when your trial begins:

"We've automatically upgraded you to a free 14-day trial of the Pro Plan. Try the full range of Pro features, risk free before deciding which plan is right for your organization."

💡 Tip: You can upgrade to Pro at any time, not just during the trial. Go to Subscription in your admin dashboard to manage your plan and add a payment method.

 

Want to purchase Pro right away?

If you're sure you want Pro and want to skip the trial period, click or purchase now under the Try for free button. You'll be redirected to Stripe to enter your payment details (your name and email are pre-filled from your account). After payment, you'll be taken to the Subscription page in POINT, showing your active Pro plan, with all Pro features immediately available.


📝 Note: If you click Skip the organization setup is cancelled and you'll be redirected to your account settings. Selecting a plan is required to create the organization.

 

Step 4: Complete your organization profile

Once your organization is created, take a few minutes to fill in the details that volunteers will see on your public organization page. Go to Organization → Profile → Edit to add:

  • Organization Logo
  • Background Image (shown at the top of your organization page).
  • Network Image (for network listings).
  • Contact Info: full address, contact email, phone number.
  • About: a description of your organization and its mission.
  • Event Causes: the causes your organization supports. Volunteers browse by cause, so selecting all relevant causes helps them find you.
  • Documents: any documents you want to share, like brochures or guides.

This information helps volunteers understand who you are and find your organization in search.

 

Verification: what happens next

After your organization is created, it goes through a verification process that typically takes 24-48 hours.

What you can do during verification:

  • Set up programs, events, waivers, form fields, and other organization settings.
  • Explore the admin dashboard.
  • Customize your profile.

What is limited during verification:

  • Your events are not yet visible to volunteers on POINT.
  • You cannot invite or import contacts to your organization yet.

Once your organization is verified, both features are unlocked automatically. You'll see a notification on your dashboard confirming verification.

📝 Important: Don't forget to verify your email as well. Check your inbox for the verification email and click the link. If you don't see it, check spam, or click Resend Email on the banner at the top of your dashboard.

 

I already have a POINT account

If you already have a POINT account (as a volunteer or admin for another organization), you don't need to create a new one. Use your existing account instead.

  1. Sign in to POINT at dash.pointapp.org.
  2. In the top-right corner, click your name (or the arrow next to your avatar).
  3. From the dropdown menu, select Switch to Admin View.
  4. You'll be taken to the Select an Account page (also known as My Organizations), which shows all the organizations and networks you have access to.
  5. Click Create an Organization on the right side of the Organizations section.

Select an Account page with Create an Organization card highlighted]

You'll be taken to Step 2: Set up your organization.

📝 Note: From the same Select an Account page, you can also switch between organizations you already manage. Just click the card of the organization you want to open.

Questions? Email us at .