Set up HelpOne walks you through the first steps. Find it in the sidebar under My work, or in the menu under your name.
The steps
- Logo: add your logo. It prints at the top of every PDF.
- Billing & account: pick your plan.
- Access: decide what each group can open.
- Connections: connect cards, screening, and newsletters.
- Import data: bring donors, volunteers, and staff from your old system.
- Add staff: add your team in People & HR.
- Finances: set up your books.
Each step has a button that takes you to the right page. Click Mark … done when you finish a step.
Other tabs
- Logo: upload your logo.
- Users: add the people who will sign in.
- Notifications: choose what HelpOne tells you about.
The Getting started count in the top strip shows how far along you are.
