Hosted Communities
To view a list of all of Hosted Communities. Navigate to your dashboard - Communities - Hosted communities.
You can view your, their admins, fee structure, how long they've been hosted for and their balance.
Sort by
You are able to sort by Hosted since (Oldest - Newest), Balance (Lowest - Highest) and Name (A - Z).
Search
Either find the community listed on the page or look for them by name via the search bar.
Tabs
Utilize the tabs to view all, active, frozen or unhosted communities.
Filters
Using the filters at the top of the page, you can sort by Fee Structure, Type, Status and Balance . The page is automatically set to show Communities and Funds, you can customize this to also show projects and events.
Filter by fee structure: global host fee (the standard fee you set in your settings) or a custom fee.
More Actions
Click on the three dots to View Details, View Transations, Add funds, Agreements, Contact, Freeze or Unhost the Community.
View Details
View details brings up a side draw which provide more details about the Community including their recent activity.
Set Fee Structure
You will be prompted to either choose your global fee structure or to create a custom fee for this specific Community.
Expense Types
Use the Global host settings or Enable or Disable Invoices, Reimbursements or Grants.
More Actions
Click the More Actions button to Add funds, Agreements, Contact, Freeze or Unhost the Community.
Add Funds
To Add Funds you will need to fill in the required information.
Add Agreements
To Add an Agreement you will need to fill in the required information.
Contact Community
Directly contact your communities with the contact button.
Additional security measures
As an added security measure/compliance option for fiscal hosts, their Admins can now freeze or un host a community- this may be useful for compliance reasons, violations of terms, or if a community wants to leave but hasn’t removed the fiscal host themselves already.
Freezing a Community
Freezing a Community means temporarily limiting what a community (and their connected Projects & Events) can and cannot do on the platform.
Freezing a Community will block all financial activity within that Community. They will not be able to accept funds, pay out expenses, post updates, create new Events or Projects, or add new Team members under this community. However, they will still continue to receive recurring donations that were started before this freeze.
Contributions and expenses will be removed from the Community's public profile, and admins will be informed of why the action was taken.
Unhosting a Community
We've also added the ability to un-host a community, which can be used to free a Community to choose another host or to become an independent community.
This Fiscal Host will no longer manage money on behalf of the Community.
Any active recurring PayPal contributions or Virtual Cards will be cancelled.
Unhosted communities can then apply to a different fiscal host or become an Independent Community.
Valid Stripe configurations (either through the Fiscal Host or via an IC) by the time we trigger the recurring contributions (beginning of the month) will be properly charged.
Stripe recurring contributions are charged are able to be transferred to a new host. If the community has a new host, they continue as usual. If they don't, the contribution will be cancelled.
Before un-hosting, a Community's balance must be zeroed by paying expenses, making contributions to other Communities or gifting the balance to the host.
Steps to un host a Community (if they want to join another Fiscal Host)
The community will make a one-time donation to their new fiscal host in the amount of the balance.
Make sure "The payee is covering the fees" is checked when paying the Expense so the Community can empty the balance precisely to the cent.
The community admin will need to update the community's status on the platform to ‘un-host’ it from their current Fiscal Host.
The community admin will need to apply to the new Fiscal Host.
The new Fiscal Host will add them to their hosted communities and reallocate the balance via ‘add funds’ to the community.
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