3. Page setup

What to add to your page

It's really up to your group how you want to set up your page and this can be updated at any time in the future!

There are just 2 things we ask all our groups before we can make their page live

1. Upload your Expense Policy

What is an expense policy? It's a simple, but important document that details how you spend your money, when and how you pay out expenses to volunteers/people you work with and who makes decisions around finances.

We don't take any position on how you choose to spend your money. But we are making payments on your behalf as you request them. It's important that if we have any questions about an expense, we can look at your policy and hope it will answer this so we can process things for you.

How to write one? Expense policies can vary from a few sentences to several paragraphs. We recommend having a look at the collectives on our page and reading some of their policies to get a sense of how you might construct yours.

We've also put together this guide to help you:

Expense policy

How to upload it? We need your expense policy to be completed and uploaded to the page before you can go live.

To upload it, one of your page admins needs to login to Open Collective and click on My Collectives on the right hand dropdown.

Go into Settings --> Policy --> Expense Policy. Then you can drop in the text there and click save.

2. Add your team to your page

All our groups need to have at least 2 page admins at all times.

The person who initially applied for the page will be the one who has the main login.

To add more page admins, all they have to do is:

1. Login to Open Collective and go to your group's page

2. Go into Settings --> Team

3. Then navigate to the bottom where it says Add Team Member

4. Create a new user, add their email and name, and then make sure to select Admin for their role.

5. Click save

Your team member will receive an invite on the email you put down. *This email can often end up in their spam folder*! All they have to do then is click on the link on the email to accept being part of the page.

We've created a series of videos that shows you how to get set up with Open Collective here.

That's it!

There is plenty more you can do on your page, as we will have explained during our onboarding call. But these are the two things that we ask you to have before we can make you live!