Onboarding: Organization and Team Setup

This section will offer step-by-step instructions for organizations on how they can create and manage their Five for the Future profiles.

Setting up an Organization Five for the Future profile

Before creating a contribution team, you need to register your Organization to Five for the Future.

1. Register your organization using the Submission Pledge form. 
2. Look out for an automated email from WordPress – Five for the Future where you’re asked to confirm your email address.
3. Open the public page of your Five for the Future organization, scroll to the bottom, and click on the Edit Pledge button
4. A popup shows up, add your administrator’s email address and click the Submit button.

Manage Pledge Page

In the Manage Pledge page (accessible from the top menu), you can update: Organization Name, Logo, Website Address, Organization Blurb, Administrator Email Address, add and remove Contributors (Employees), and resend them the Confirmation Email to join your organization. 

How to add contributors

To add team members (contributors): 

1. Enter your Manage Pledge page.
2. Scroll until the Contributors section → Contributor Usernames.
3. Type the contributors’ usernames, separating them with a comma.
4. Click the Add New Contributor button.

Your contributors will receive an invitation to join your organization to the email associated with their WordPress.org account.

Once they confirm your invitation, you’ll see them under the Contributors → Confirmed table. If they don’t join your organization, they will appear as Unconfirmed and not officially taken into consideration in the Five for the Future company pledge

Note: Administrators cannot update Contribution Hours and Contribution Teams on the Edit Pledge page. Your employees will have to indicate this information in the Contribution section of their WordPress.org profile.

How to resend the confirmation email to a contributor

If after adding a contributor to your team, you need to resend them the invitation email, you can do it from your organization’s Manage Pledge page.

1. Enter your Manage Pledge page.
2. Scroll until the Contributors section.
3. Click the Resend Confirmation button near the contributor you want to remove.
4. A popup will show up confirming you that the email has been sent.

How to remove contributors

To remove team members (contributors): 

1. Enter your Manage Pledge page.
2. Scroll until the Contributors section.
3. Click the Remove button near the contributor you want to remove.
4. A popup shows up asking to confirm or cancel, click the OK button to remove the contributor.

The contributor will receive an email informing them that they have been removed from your organization’s pledge.

How contributors join the organization

Join the organization

Every time that you add a contributor to your organization pledge, they will receive an invitation to join your organization to the email associated with their WordPress.org account. They can do it from the My Pledges page, after logging into WordPress.org.

Update contribution hours and contribution teams.

In the edit pledge page, it is not possible to update Contribution Hours and Contribution Teams. Employees will indicate this information in the Contribution section of their WordPress.org profile.

How contributors can leave the organization

Your contributors can decide, at any time, to leave your organization. They can do it from the My Pledges page, after logging into WordPress.org. 

1. They open the My Pledges page.
2. Click the Leave Organization button near the organization they want to leave.
3. A confirmation message will inform them that they have successfully left the organization.

Important: If a contributor leaves your organizations, you won’t receive any notifications via email. You can always monitor your confirmed and unconfirmed contributors from your Manage Pledge page.

• Coming soon:
  • Information about Five for the Future automated emails to Organizations and Contributors.

How to remove an Organization pledge

You can remove your organization pledge at any time from the Manage Pledge Page.

1. Enter your Manage Pledge page.
2. Scroll until the Remove Pledge section.
3. Click the Remove Pledge button.
4. A popup shows up asking to confirm or cancel, click the OK button to remove the pledge.

Start Contributing

Once you have set up your pledge page, you are ready to start contributing to WordPress through Five for the Future. Visit the company contribution best practices page to learn more about how you can start contributing.

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