9/23/25

Getting Started - Grouping Connectors into Organizations

0:00 Here we're going to cover making an organization within Pathways. An organization does a couple things, but most importantly it allows you to group people into sort of a network where you can use all of their tags and their network to reach out and find Pathways. 0:17 So the main use case is, hey, I'm going to put all of my team in one organization. When I find a target, or I've researched my target, I can then go from my team to see how I can find a warm lead to the target. 0:28 So we don't yet have any orgs in this, uh, instance. in so you uh, here I am an organization. So let's go ahead and add one. 0:35 We're going to call this one Pathways. It can have a URL if you want it to. Totally optional book. Hey, we have one, some might as well. 0:43 Alright, now the question is client org. So, if I want to use it to, to. Attach people to it and then run Pathways from it, I would make it a client org. 0:54 The reason I, uh, a reason I wouldn't do that is we can also have affiliations to organizations. So let's say I'm snipping. 1:00 For example, I was snipping. Snipping Samaritan's Purse. That's an organization. It's not an organization that I would, uhm, group people under. 1:08 Don't ask why we call the client org. That's, uh, we built this for internal use, originally. And there's still stuff in here that we haven't changed to be more of an external context. 1:16 Um, so Samaritan's Purse could eventually become an organization, but it's not an organization that I would probably ever group. People under. 1:26 In this case, Pathways is a organization I'm gonna group people under. So, uh, I could add notes if I want. 1:32 I could put, manually put tags in. There's really no reason to do any of that. Right now, or hardly ever. 1:40 And then, And after this, I can go add a person to it as what we call a connector. So, in this case. 1:48 Please. I'm gonna add myself. So I'm gonna go to a person record. I can't do this from the organization today. 1:53 I have to go to the people and add the people to the org once it's created. So here's me. Umm, now the only client orgs we have so far is the one I just made. 2:03 So it's real simple, add myself to pathways. I can add myself to multiple client organizations. For whatever reason, uhh, the use case that we've seen so far is- we can have multiple individuals on boards of different non-profits who would act as connectors. 2:19 So that's the second time I've used the word connector. A connector, we consider connector anybody that would, umm, set up an introduction on behalf of me. 2:29 So, in a for-profit scenario, that's pretty much gonna be your employees, your board, your sales team. These are people where you can actually leverage their network. 2:41 Therefore, we call them a connector. In the non-profit world, it's kind of similar. It might be employees, but it's all. 2:45 Also, probably your board, and then maybe some donors that are really close to the organization. Those are what we call connectors. 2:52 They're the kind, if I said, hey, do you actually know this person, and would you introduce me? They'd go, yeah, of course I would introduce you. 2:58 That's the person you're looking for. Add them. Uh, to client organizations. You make that represent your network. Uh, this is important because when we run a pathway, which we will eventually, we can't run it. 3:11 We don't run it from person to person. We run it from, um, to a person from a client to work. 3:17 Like that. Alright, we'll do that in a different video though. Thanks.

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Getting Started - Digitize Your Network