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Organization Onboarding Guide

Overview

Section titled “Overview”

Dream Center Connect provides an automated onboarding pipeline enabling charitable organizations and community care networks to provision a multi-tenant workspace with dedicated telephony routing, administrative controls, and default triage partners in minutes.

graph LR
    A["1. Org Profile & Tax ID"] --> B["2. Admin Account Setup"]
    B --> C["3. Telephony & 10DLC"]
    C --> D["4. Provisioning & Activation"]

The Onboarding Sequence

Section titled “The Onboarding Sequence”

  1. Organization Identification & Profile

    Section titled “Organization Identification & Profile”

    Open /onboarding and enter your legal non-profit details:

    • Organization Name: The official legal entity name (e.g. Cabarrus Community Hope).
    • EIN / Tax ID: Federal 501(c)(3) tax identification number (used for carrier 10DLC brand registration).
    • Subdomain Slug: Custom tenant identifier (e.g. cabarrus-hope).
    • Primary Facility Address: Street, City, State, and ZIP Code.
    • Public Category: Primary service focus (e.g. Food Pantry, Community Shelter, Addiction Recovery).

  2. Primary Administrator Account Setup

    Section titled “Primary Administrator Account Setup”

    Define the primary Organization Admin credentials:

    • Full Name: First and Last name of the executive director or operations manager.
    • Administrator Email: Official non-profit email address.
    • Secure Password: Compliant password meeting character complexity requirements.

  3. Telephony & 10DLC Communication Setup

    Section titled “Telephony & 10DLC Communication Setup”

    Configure your tenant’s automated SMS text messaging pathway:

    • Select Area Code: Specify your primary local US area code (e.g. 704) for constituent recognition.
    • 10DLC Brand Compliance: Authorizes automatic filing with TCR (The Campaign Registry) for spam prevention.
    • Support Contact Information: Designate customer support contact details attached to outbound carrier campaigns.

  4. Review, Provisioning & Activation

    Section titled “Review, Provisioning & Activation”
    • Review configuration parameters and submit onboarding.
    • The platform provisions your dedicated database schema, creates the admin identity, provisions the initial local DID phone number, and configures default SLA triage routes.
    • You are redirected to Sign In and Complete Profile Setup.

Post-Onboarding Next Steps

Section titled “Post-Onboarding Next Steps”

After completing onboarding:

  1. Activate Staff Accounts: Invite your team members under App Sidebar > Team Access (→ User Roles & Permissions Guide).
  2. Deploy Check-in Kiosks: Generate 6-character Join Codes and pair lobby tablet terminals (→ Kiosk Device Pairing Manual).
  3. Configure Email & SMS Gateways: Fine-tune custom SMTP credentials and local dispatch rules under Admin Settings (→ Telephony & Messaging Manual).