Expand Your Community Hub

Adding New Departments and Organizations to your SeeMyLegacy Profile

💡 Want to invite a new department or organization to join your SeeMyLegacy account?
We'll walk you through how you can do it at no cost, and in just a couple of steps!

With SeeMyLegacy, your subscription is not limited to a single department, team or user. You can invite partner organizations to join your Community Profile, giving them access to create their own campaigns, set up unique disbursement accounts, and receive dedicated support.

Benefits of Adding New Organizations + Departments
Bringing your partner organizations and departments together helps create a unified community hub, driving more visibility and participation from your residents, visitors, and businesses.

Step by Step: Adding an Organization

Let your Success Rep know you'd like to add a New Group. Here's the steps you'll take together.

Step 1

Add Contact as a User

Add the contact from this new group to your SeeMyLegacy Account as User.

Our team will connect directly with the organization to coordinate next steps and get them started.

How to Add User
Step 2

Set Up New Disbursement Account

New group submits a disbursement account set up form to allow them to receive funds for any campaigns we create.

Our team will have the new organization complete the set up form and begin building their campaigns.

Disbursement Account Set-Up Form
Step 3

Training & Campaign Creation

New group schedules a training session to learn about the platform, meet their dedicated support, and submit the campaigns they'd like to launch.

We’ll immediately go to work on building their campaigns!

Campaign Set-Up Form
New Organization Added

Campaigns Live & Successful!

Your new organization or department is now set up and driving activity in your community, with the ability to launch more campaigns at any time.

The result is a stronger network of organizations working together.

Success! Your Community Hub Gets Stronger

Need help with this process?
Reach out to your customer success representative! Or send us a message!

Explore Campaigns from Partner Organizations

Campaign Set-Up Form

Start collaborating with your organizations and groups.