Welcome to the ThirdSectorBee Help Centre. The documentation is organised by what you are trying to do — learn, get something done, look something up, or understand how things work.
Tutorials
New to ThirdSectorBee? Start here for guided, end-to-end walkthroughs that take you from zero to a working result.
Start learning →
Concepts
Background reading on how the platform is structured, the data model, Gift Aid, permissions, and other ideas that make the rest of the docs make sense.
Understand the platform →
How-to guides
Task-focused recipes for getting specific things done — invite a team member, run an import, submit a Gift Aid claim, build a segment, and more.
Browse how-tos →
Reference
Look up fields, statuses, operators, permissions, and other factual details.
Open reference →Browse by feature
- Relationships (CRM) — contacts, organisations, things, touchpoints, payments, fundraising activities, segments
- Tasks — team task management
- Importing data — bulk-load records from a CSV
- Gift Aid — declarations and HMRC claims
- Account & settings — profile, team, organisation
This help centre is structured following the Diátaxis documentation framework.