In this tutorial you will sign your organisation up to ThirdSectorBee, log in for the first time, get oriented in the app, and add your first contact. By the end you will have a working workspace and your first record in it.

You will need:

  • Your organisation’s name and type (registered charity, CIC, trust, etc.)
  • Your charity registration number (optional but recommended)
  • An email address for the admin contact

Step 1 — Sign up

Go to app.thirdsectorbee.com/signup.

1a. Your organisation

Fill in your organisation details:

  • Organisation name — the legal name of your charity or organisation
  • Organisation type — Registered Charity, CIO, CIC, CASC, Trust, Foundation, Social Enterprise, Other
  • Charity number — your registered charity number if applicable. Use the Look up charity button to search the Charity Commission register and auto-fill your details.
  • Website, phone, and address

Click Next.

1b. Admin contact

Enter the details of the person who will administer the account: first name, last name, email, phone, job title.

Note: Use your organisation’s email domain (e.g. yourname@yourcharity.org.uk) rather than a personal email. Public providers (Gmail, Hotmail) trigger a warning and may affect how team members are added later.

1c. Billing contact

Enter billing contact details, or tick Same as admin contact.

1d. Review and submit

Check the information and click Submit. You will receive a welcome email with next steps.

Step 2 — Log in for the first time

Open the link in your welcome email (or go to app.thirdsectorbee.com/login) and enter your email, password, and tenant ID.

You may be prompted to set a new password — enter one that meets the on-screen requirements and click Set password.

Step 3 — Get oriented

When you log in you land on the Relationships dashboard. Take a moment to find:

  • The left-hand sidebar, which gives you access to each module:

    Icon / Label What it opens
    Relationships Your contact and organisation CRM
    Tasks Team task management
    Import Bulk data import wizard
    Gift Aid Gift Aid declarations and claims
    Settings Your account, team, and organisation settings
  • The quick-add buttons at the top of the dashboard for contacts, organisations, and things.
  • The account menu in the top-right (your name or avatar) — Settings and Sign out.

Step 4 — Add your first contact

Click the Add contact quick-action button on the dashboard.

Fill in:

  • First name and Last name (required)
  • Optionally, email, phone, and address

Click Save. The new contact appears in your contacts list.

Changes are processed asynchronously — the record may take a moment to appear in lists after saving.

You’re set up

You now have a working workspace with one contact in it. From here: