Community Organisation Portal

Invitation required

This Google account does not yet have access to a COP organisation.

Open the latest COP invitation sent to your organisation and select Accept Invitation.

If you need help, contact the person who arranged your organisation’s COP access.

COP Control

Commercial platform administration without access to organisation operational data.

Create Review Licence

Licence TypeOrganisation NameOrganisation TypePrimary Contact NameOrganisation Contact EmailReview Period (months)Referral Source (optional)Internal Notes

Organisation

No customer operational records are available in COP Control.

ApprovalLicence StatusSubscription StatusSupport NotesPlatform Notes

Billing & Subscription

Review your current COP plan and choose a Monthly or Annual subscription.

Monthly

A$39/month incl. GST

Pay month to month through Stripe-hosted Checkout.

Save A$69/year

Annual

A$399/year incl. GST

12 × A$39 = A$468. Annual billing is A$399.

Payment details are entered securely on Stripe’s hosted Checkout page.

Payment methods and cancellation are managed securely in Stripe’s hosted Customer Portal.

Bring your existing organisation into COP

Use only information your organisation is authorised to process and needs for this task. Exclude passwords, access tokens and secrets. Google AI may process information overseas and retain cached copies. Review suggestions before saving. Do not upload health records, identity-document collections or unrelated highly sensitive information about children without a separate assessment.

Choose an Excel or CSV file, review what COP finds, then decide where each column belongs. Your original file is never changed. Nothing is imported until a supported migration is separately executed.

Choose your records file

Drag an Excel or CSV file here, or choose one from your device.

No file selected

COP reads the file securely without changing it. No People records are imported, and finding records uses no Smart Credits. Smart Credits begin only when you deliberately select Prepare Smart Migration.

Try a fictional example instead

Records found0

Accepted0

Still to review0

Review where your information belongs

For each column in your old records, accept COP's suggestion or choose another valid destination.

You can manage People Fields later from Administration.

Import the approved records

Choose the exact approved file again. COP verifies its content before writing any People records. No additional Smart Credits are used.

Choose where this information belongs

Your record

Current suggestion

Choose a destination

New custom fieldField nameTypeChoicesSeparate each choice with a comma.This field contains More-sensitive information

Home

What should I be paying attention to right now?

Organisation Funds

Current available funds and recent financial activity.

My Reimbursements

Your claims only.

Your Current Actions

Items that currently require your attention.

Health

An overview of the organisation’s current position.

Top Priorities

Actions

ViewStatus

Priority Action

ActionNotesPriorityStatusDue DateResponsible RoleSensitivityRecurrence

Assigned Person

Meetings

Plan a future meeting or file records for one that has already happened.

New meeting

Meeting TypeTitleDateStart Time (optional)End Time (optional)Location (optional)Notes / context (optional)Quorum RequiredSensitivitySubmission deadlineAccept agenda submissionsInclude outstanding actions in draftPrepared Agenda Items (one per line)

Meeting

Published Agenda

Submit Agenda Item

Title *Brief Context / DescriptionPreferred OutcomeAttachmentSensitivityNotes

My submissions

Agenda Inbox

Review attendee requests, then prepare the draft agenda.

Draft Agenda

Use the arrow buttons to reorder items. Changes are saved before publishing.

Live Meeting

Saved

Attendance

Present

Apologies

Guest namesNot Configured

Agenda

Outstanding Actions

Select an agenda item

Short discussion noteDecision / outcome

Record Formal Motion

Motion

Moved by

Seconded by

ResultVote details (optional)

New Action

Action

Assigned To

Responsible RoleDue DatePriority

Report / document tabled

TitleDocument / Report IDOutcome

Minutes Preview

Status & Reminders

Current governance, compliance and reminder information.

Overall StatusNot Yet Configured

Calendar

Upcoming obligations, overdue items and recently completed actions.

Organisation Health Settings

Record the organisation’s own reminder dates. COP provides guidance only and does not determine legal compliance.

AGM MonthInsurance Renewal DatePolicy Review FrequencyNext Policy Review DateFinancial Year EndBackup Reminder FrequencyAssociation Return MonthACNC Reporting Month

About COP

COP Community Edition

Community Organisation Portal

Community Organisation Portal is operated by Mark Young, Sole Trader.

Purpose

Designed for

Product information

Version history

Account closure

Primary Administrator control for closing this organisation’s COP account.

Checking…

Request account closure

Submitting this request starts a 30-day cooling-off period. Nothing is deleted immediately, and a Primary Administrator can cancel the request before the scheduled closure date.

Organisation-owned Drive files and existing backups remain in your organisation’s Google account.

Reason (optional)Type CLOSE COP to confirm

This exact phrase protects against an accidental closure request.

Reports

Turn current organisation records into clear committee information.

Quick Reports

Interactive Reports

Choose a report and refine its period, account, category or payment method.

ReportReporting periodStart dateEnd dateAccountCategoryTransaction typeStatusPayment methodPerson / organisation

Saved Reports

Recent Reports

Finance

Reconcile a new statement

Upload a statement, work through its transactions and keep the completed review with your records.

Your bank statements

Show statementsSearch statements

Bank account	Statement period	Transactions	Progress	Status	Last updated	Actions

No statements match this view.

Include VOID transactions Include COMPLETED forecasts

No records to display.

Add record

Record Reimbursement Payment

Organisation AccountPayment DatePayment MethodReferenceNotes

Submit Reimbursement Claim

Use this form when you paid an organisation expense from your own funds.

ClaimantPurchase DateSupplierDescriptionAmountExpense CategoryPurchase AuthorityAuthorised By (required for Other)Override stored reimbursement payment details for this claim

Payment MethodAccount NameBSBAccount NumberPayID TypePayID

Authority / claim notesReceipt (PDF, JPEG or PNG)Save these payment details to the Person profile for future claims

Reimbursement Claim

View Receipt Download Receipt

Supporting Documents

Current Documents

Select which document(s) you want to replace:

Select DocumentNo document selected

History

Convert to Transaction

This will create a completed transaction from this forecast item. Once confirmed, the transaction becomes part of the financial register and cannot be reversed by converting it back to a forecast. If created in error, the transaction must be voided. Confirm that the transaction has actually occurred and the details are correct before continuing.

Documents

Authoritative document library with current and historical versions.

Search documentsFilter by category

Title	Category	Current Version	Status	Review Date	Details

No organisation documents have been uploaded yet.

New Document

TitleCategoryDocument typeStatusReview dateOwnerDescriptionInitial fileVersion notes

Document Details

Version history

Open Current Version

Required

Upload New Document Version

New fileVersion notes

Memberships

Manage membership status, subscriptions, renewals and fees.

Your memberships

SearchTypeStatus

Name	Type	Participants	Fee	Dates	Status	Actions

No memberships match this view. Select Create membership to begin.

Events

Organise events, activities, registrations and attendance.

Your events

SearchTypeWhenStatus

Name	Type	Participants	Fee	Dates	Status	Actions

No events match this view. Select Create event to begin.

Our People

One trusted People Register for everyone connected with your organisation.

Other People tools

Manual import lets you select individual records and link them to existing People. It imports core People information only; use Bring Records into COP for richer field mapping.

Search peopleCategoryStatusSort

Name	Email	Mobile	Categories	Status	Source	Last Updated	Actions

No people have been added yet.

Add Person

First nameLast namePreferred nameEmailMobilePhoneAddressOrganisationStatus

Person

Authorise COP Access

Invite this person using their recorded Google account email.

Not authorised

Access Level

Connected Sources

External systems feed the People Register; they never replace it.

Import selected people

Source
Check columns
Review and select
Added to Our People

Source typeCSV or Excel file

Source nameGoogle spreadsheet ID or URLWorksheet nameWorksheet ID (optional)

Confirm how the source columns map to COP. Suggested matches have been selected.

New people are selected for import. Review possible existing people before choosing whether to link or create a separate Person. Already imported responses are omitted.

Communicate

Create safe, professional organisation email using Our People.

Campaign Name *Subject *Header titleHeader alignmentBanner image HTTPS address (optional)Use organisation logo and identity

Recipients from Our PeopleAll active people with a valid email address

IndividualsCategories / roles

Selected recipients: 0

Sending safely

Save this draft, then send a mandatory test.

Test destination

Production sending remains unavailable until this exact version passes its test.

Recipients receive individual private emails. No recipient can see another recipient’s address.

Campaign	Subject	Status	Recipients	Sent	Failed	Date	Action

Email Preview

Resolved Recipients

Final recipients are deduplicated using permanent Person IDs and email addresses.

Send Campaign Email

This action cannot be undone. Successful recipients will never be resent by an automatic retry.

Type SEND to confirm

Insert Link

Display TextHTTPS URL

Administration

Permanent organisation configuration and access management.

Reference Data

Choose COP Library values and manage organisation-specific values.

Reference Data

Category typeNameAccount type

Organisation

Record the organisation’s stated circumstances so COP can show relevant options. This does not determine legal or tax status. Check with the Australian Taxation Office, Australian Charities and Not-for-profits Commission, or relevant regulator if unsure.

Colour PresetChoose a preset, then adjust any colour below if required.

Organisation Health

Financial accounts

Active accounts are available when recording transactions.

Organisation Portal

Live branding previewCommunity Organisation Portal

Financial Account

Account TypeCustom Account TypeAccount NameFinancial InstitutionBSBAccount NumberAccount HolderOpening BalanceStatus

Account Signatories

Card Holders

Add Person

Add this person to Our People and return to your current task.

First NameLast NameEmailMobile

Authorised Users

A filtered view of People who have, or are obtaining, COP access.

Manage access from Our People

Add or update personal information once in Our People, then open the Person profile to authorise COP access.

Storage

Organisation-owned Google Drive, Sheets and storage upgrades.

COP connects to the organisation’s Google account and safely upgrades its worksheet structure when new modules are added.

System information

Application health, operational readiness and current release protection.

Operational Readiness

Backup & Recovery

Full organisation records and managed files stored in your organisation’s connected Google Drive. Central authentication, OAuth, licensing and COP Control records are protected separately.

Dangerous actions

Factory Reset permanently removes operational organisation data. It is separate from creating, verifying or previewing a backup.

People Fields

Choose the information your organisation needs to keep about people.

Only collect information your organisation genuinely needs.

Keeping unnecessary personal information can create additional privacy and security obligations.

Standard Fields

Custom Fields

Expanded People records are being introduced in stages. These settings do not yet change Our People, Person Detail, current imports or Smart Migration.

Add field

Use a custom field only when COP does not already provide the information you need.

Field nameDescriptionTypeChoices, one per lineInformation typeInitial state

More sensitive information

Is this information necessary for your organisation to retain?

Yes, I confirm this information is necessary for our organisation.

Capabilities

Keep COP focused on what your organisation needs today. Disabled capabilities retain all existing data and settings.

Community Organisation Portal

Review your COP legal choices

Sign in to COP

COP Control

Accept your COP invitation

Start your 30-day COP Trial

Access not authorised

Choose an organisation

Invitation required

COP Control

Billing & Subscription

Monthly

Annual

Bring your existing organisation into COP

Choose your records file

Review where your information belongs

Import the approved records

Home

Organisation Funds

My Reimbursements

Your Current Actions

Health

Top Priorities

Actions

Meetings

Status & Reminders

Calendar

About COP

Community Organisation Portal

Purpose

Designed for

Product information

Version history

Account closure

Reports

Quick Reports

Interactive Reports

Saved Reports

Recent Reports

Finance

Reconcile a new statement

Your bank statements

Documents

Memberships

Your memberships

Events

Your events

Our People

Communicate

Administration