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

Home

What should I be paying attention to right now?

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

Prepare, record and finish meetings without retyping the minutes.

New Meeting

Meeting TypeTitleDateStart TimeLocationQuorum 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

Community Organisation Portal — Finance Edition

Community Organisation Portal

Developed by See Entertainment

Purpose

Designed for

Product information

Version history

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

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

Our People

One trusted People Register for everyone connected with your organisation.

Search peopleCategoryStatusSort

Name	Email	Mobile	Categories	Status	Source	Last Updated	Actions

No people have been added yet.

Add Person

First nameLast namePreferred nameEmailMobilePhoneAddressOrganisationStatus

Person

Connected Sources

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

Import People

Upload
Column Mapping
Duplicate Detection
Preview
Import

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.

Possible duplicates are never merged automatically. Choose an outcome for every row.

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 Scheme

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 the canonical Our People register without leaving the account.

First NameLast NameEmailMobile

Authorised Users

Google verifies identity. COP controls access.

Invite users

Ensure email addresses are entered exactly. An incorrect email address may send an invitation to an unintended person, potentially exposing organisation information. Carefully review all invitations before sending.

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

Production Readiness

Backup & Recovery

Verified Live organisation backups. Authentication, OAuth, licences and COP Control are excluded.

Factory Reset

Permanently remove operational organisation data while preserving organisation identity, access, licensing, storage and Training architecture.

Capabilities

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

Community Organisation Portal

Sign in to COP

COP Control

Accept your COP invitation

Access not authorised

Invitation required

COP Control

Home

Your Current Actions

Health

Top Priorities

Actions

Meetings

Status & Reminders

Calendar

About COP

Community Organisation Portal

Purpose

Designed for

Product information

Version history

Reports

Quick Reports

Interactive Reports

Saved Reports

Recent Reports

Finance

Documents

Our People

Communicate

Administration