Differentiating Independent Collectives and Fiscal Hosts without Collectives

[alanna]

We have begun better differentiating Independent Collectives from Fiscal Hosts, but there are quite a few profiles that are set up as the wrong one, i.e. they should be an IC but are set up as a Fiscal Host with no Collectives.

I think it's important because we've started splitting out documentation, onboarding, and features for each, and having users on the wrong path is confusing. The actual feature-set and design we have for both is really good at this point - we just need to help people create the correct type of profile for what they are trying to do, and potentially migrate ones that are set up incorrectly.

Fiscal Hosts

• Designed for hosting multiple Collectives (or at least one Collective that is distinct from the Host's own budget and profile)
• Can charge Host Fees
• Full Host Dashboard
• Host Reports
• Receives Fiscal Host activation and onboarding emails
• Directed to refer to Fiscal Hosts section of the docs

Independent Collectives

• Designed as a single profile with one integrated budget
• Cannot host multiple Collectives or charge host fees
• Simplified version of the admin panel compared to hosts (only access to certain functions like receipt settings, financial contributions, sending money, receiving money - not the full host admin panel)
• Receives Independent Collective activation and onboarding emails
• Directed to refer to Independent Collectives section of the docs

I tried to do a metabase query to surface profiles activated as Fiscal Hosts but that have no hosted Collectives, as those are the ones that should probably be ICs, but I wasn't able to figure it out. I'll add that here once I've got it.

[abitrolly]

Designed as a single profile with one integrated budget

Can have Projects.

I tried to do a metabase query to surface profiles activated as Fiscal Hosts but that have no hosted Collectives,

Is that info somehow available as Open Data?

[alanna]

Some examples... these are actually hosts with single Collectives, not zero Collectives, but it seems obvious they are more suited to being ICs.

https://opencollective.com/solidarity-with-student-workers-of-columbia

https://opencollective.com/liberioltre