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Organization & Partner Management Manual

Overview

Section titled “Overview”

Dream Center Connect provides complete multi-tenant governance over organization details, affiliate partner locations, service categories, response turnaround targets, and default triage routing rules.

graph TD
    OrgAdmin["Organization Admin"] --> OrgSettings["1. Organization Settings (/settings)"]
    OrgAdmin --> PartnerSettings["2. Partner Settings (/partner-settings)"]


    OrgSettings --> OrgData["Legal Entity, EIN, Address & Default SLA"]
    PartnerSettings --> PartnerData["Add Partner Facility, Public Categories & Triage Rules"]

1. Managing Organization Settings

Section titled “1. Managing Organization Settings”

Navigate to Org Management > General Config (/org-admin/settings):

  • Organization Legal Name: The official entity name (e.g. Cabarrus Dream Center).
  • EIN / Tax ID: Federal 501(c)(3) employer identification number.
  • Default SLA Target (Hours): Global default response turnaround timeframe (e.g. 72 hours).
  • Primary Facility Address: Street Address, City, State, and ZIP Code.
  • Support Contact Information: Primary public telephone and contact email address.

2. Managing Service Partner Locations

Section titled “2. Managing Service Partner Locations”

Affiliate partner facilities (e.g. food pantries, emergency shelters, recovery houses) are configured under Partner Settings (/org-admin/partner-settings):

Adding a New Partner Facility

Section titled “Adding a New Partner Facility”

  1. Open Partner Settings

    Section titled “Open Partner Settings”

    Navigate to Org Management > Partner Settings and click + Add Partner.

  2. Define Facility Details

    Section titled “Define Facility Details”

    Complete the partner configuration dialog:

    • Partner Facility Name: Name of the partner organization or branch (e.g. Community Food Pantry).
    • Target Response Time (Hours): Dedicated SLA turnaround target for requests routed to this facility (Default: 72 hours).
    • Public Category Name: User-friendly category displayed on public intake forms (e.g. Food Support).
    • Default Triage Partner Toggle: Switch enabling unrouted or general community requests to route automatically to this facility.
    • Focus Keywords: Comma-separated keywords (e.g. groceries, pantry, formula, meals) matching automated intake routing rules.
    • Website URL & Description: Public website and summary of services.

  3. Save & Activate

    Section titled “Save & Activate”

    Click Save Partner. The facility is immediately available for staff assignments, kiosk terminal pairing, and public center locator matching.

3. Configuring Partner Operating Hours & Closures

Section titled “3. Configuring Partner Operating Hours & Closures”
  • Standard Operating Hours: Specify facility weekly schedules and walk-in intake windows.
  • Facility Closures & Blackout Dates: Partner Admins can toggle holiday or weather closure dates in the Volunteer Schedules Tab to pause reminder dispatch and prevent conflicting shift bookings (→ Volunteer Management Manual).
  • Website Intake Widget Integration: Deploy custom or iframe-based assistance request forms directly onto partner websites (→ Embeddable Intake Form Manual).