Overview of the Organization Management Module
The Organization Management Module is the administrative center of your organization’s HeyPeers account. It is where your team manages all aspects of your organization’s presence on HeyPeers: meetings, chatrooms, subscribers, resources, team members, and organizational settings.
Each section of the side menu corresponds to a specific area of functionality, and the menu adapts based on the role assigned to each team member.
Each section of the side menu corresponds to a specific area of functionality, and the menu adapts based on the role assigned to each team member.
This overview provides a high‑level map of the module so you can understand what each section does.
Accessing the Organization Management Module
To open the module, select Organizations from the top menu bar.
The Organizations page will be displayed. Select Manage on your organization's tile.
🔴 All team members will see the Manage button. The pages available inside the module depend on your assigned role.
Understanding the Side Menu
Each item in the left‑hand menu represents a functional area of your organization’s account.
🔴The side menu displays only the pages available to your assigned team role. Administrators see all menu items, while Coordinators and Peer Supporters see a limited set based on their responsibilities.
Below is a high‑level summary of each section. Use the links to access detailed articles for step‑by‑step instructions and role‑specific access information.
Dashboard
The Dashboard page is the entry into the organization management pages. This page is informational. It displays numbers and charts, to give you a snapshot of your organization’s activity. It includes:
- upcoming meetings count
- total subscriber count
- attendance trends
- registration and waitlist data
Meetings
The Meetings section contains five sub‑pages:
1. Upcoming
View, create, and manage upcoming meetings.
Includes access to rosters, waitlists, and emergency join.
Learn more: Upcoming Meetings Page
Includes access to rosters, waitlists, and emergency join.
Learn more: Upcoming Meetings Page
2. Templates
Visible only if enabled for your organization.
Create and manage meeting templates for consistent scheduling.
Create and manage meeting templates for consistent scheduling.
3. Series
Manage recurring meeting series (both past and current).
4. History
View past meetings, group leader and member subscriber attendance records, and export meeting history.
5. Announcements
Visible only if enabled for your organization.
Send email messages to subscribers connected to a specific meeting. Announcements can be sent to registered attendees, waitlisted subscribers, or subscribers who have already joined the meeting.
Learn more: Meeting Announcements
Send email messages to subscribers connected to a specific meeting. Announcements can be sent to registered attendees, waitlisted subscribers, or subscribers who have already joined the meeting.
Learn more: Meeting Announcements
Chatrooms
View, create and manage your organization’s chatrooms.
Learn more: Chatrooms
Learn more: Chatrooms
Enrolled Members
Visible only if enabled for your organization.
View and manage all members enrolled in your organization’s EAP program. Access enrollment information, manage enrollment status, and enroll new members.
Learn more: Enrolled Members
View and manage all members enrolled in your organization’s EAP program. Access enrollment information, manage enrollment status, and enroll new members.
Learn more: Enrolled Members
Subscribers
View and manage all members subscribed to your organization. When someone subscribes, your organization gains access to limited profile information about that member, helping you understand who is engaging with your services.
Learn more: Subscribers
Learn more: Subscribers
Library
Manage your organization’s resource files, such as documents, images, reference materials, and more. Files added here appear on the Resources tab of your landing page and can be accessed in HeyPeers embedded meetings.
Learn more: Resource Library
Learn more: Resource Library
Team
Manage the users who have access to your organization’s management pages. This includes adding or removing team members, updating roles, and managing their organizational profiles.
Learn more: Team Members
Learn more: Team Members
Feedback
View feedback submitted for your organization’s meetings and group leaders. This includes both star ratings and written comments.
Learn more: Feedback
Reports
View meeting statistics, attendance data, and subscriber demographics.
Learn more: Reports
Learn more: Reports
Transactions
View payments received from meeting registration fees, meeting donations, and in‑meeting donations.
Learn more: Transactions
Surveys
Manage your organization’s pre‑meeting and post‑meeting surveys. Export survey responses.
Learn more: Surveys
Learn more: Surveys
Intake Form
Visible only if enabled for your organization.
The Subscriber Intake Form is the optional two‑part form you can ask members to complete when subscribing to your organization. The form is customizable and can include basic data fields as well as survey questions. View and manage the intake form on the Intake Form page.
Learn more: Configuring the Subscriber Intake Form
The Subscriber Intake Form is the optional two‑part form you can ask members to complete when subscribing to your organization. The form is customizable and can include basic data fields as well as survey questions. View and manage the intake form on the Intake Form page.
Learn more: Configuring the Subscriber Intake Form
Referral Companies
Visible only if enabled for your organization.
Referral companies are the employers or partner organizations that send members to your EAP program. Each enrolled member can be associated with a referral company, allowing your organization to track where referrals originate and manage enrollment activity by company. Create, import, and manage referral companies on the Referral Companies page.
Learn more: Referral Companies
Referral companies are the employers or partner organizations that send members to your EAP program. Each enrolled member can be associated with a referral company, allowing your organization to track where referrals originate and manage enrollment activity by company. Create, import, and manage referral companies on the Referral Companies page.
Learn more: Referral Companies
Donation Amounts
The Donation Amounts page allows your organization to set the suggested donation amounts and labels that appear when members are invited to make an optional donation during meeting registration, in meeting, and/or after the meeting.
Learn more: Donation Amounts
Learn more: Donation Amounts
Settings
The Settings page provides customizable controls and functions to help tailor the platform to your organization’s needs. In this space you can manage key configurations, adjust access permissions, modify display preferences, and enable or disable specific features to ensure a seamless experience for both administrators and members.
Learn more: Organization Settings
Learn more: Organization Settings
Profile
The Profile page contains the public‑facing information that appears on your organization’s landing page. Here you can update your cover image, logo, short description, About section, FAQs, website link, and contact information.
Learn more: Organization Profile
Learn more: Organization Profile
Wallet
The Wallet page allows you to view and manage your organization’s payment account, which is used to receive donations and meeting payments collected from participants. This page is accessible only to the Administrator designated as the Owner.
Learn more: Wallet: Set Up and Manage Your Payout Account
Learn more: Wallet: Set Up and Manage Your Payout Account
Coupons
The Coupons page allows you to create and manage meeting coupons. These coupons can be applied by participants during registration to reduce or waive meeting fees.
Learn more: Create and Manage Coupons
Learn more: Create and Manage Coupons
Integration Hub
The Integration Hub provides your organization with the links used for new member onboarding and existing member login. This page also includes the embed code for displaying your organization’s meeting calendar on an external website.
Learn more: Integration Hub
Learn more: Integration Hub
🔴What’s Next
Now that you’ve explored the Organization Management Module and understand how your organization’s administrative tools are structured, you’re ready to set up your Organization Landing Page. This is where you’ll shape how your organization appears to members, highlight your programs, and share your resources.
Next: Your Organization Landing Page
Now that you’ve explored the Organization Management Module and understand how your organization’s administrative tools are structured, you’re ready to set up your Organization Landing Page. This is where you’ll shape how your organization appears to members, highlight your programs, and share your resources.
Next: Your Organization Landing Page