This walkthrough creates a workspace, activates your login and adds a first contact. Have your work email and organisation details ready. If a colleague already invited you, use their invitation link instead of registering a second organisation.

Step 1 — Sign up

  1. Open Create an account.
  2. Enter your first name, last name and email, then continue.
  3. If your work-email domain belongs to an existing organisation, use the access-request option and wait for an administrator to approve it. See team invitations and requests.
  4. For a new organisation, enter its name. Look up charity can help fill the name and charity number. A charity number is required by the signup form when you use a public email provider.
  5. Select the home country and check the suggested home currency.
  6. Read the linked terms, privacy notice, data processing agreement and addendum, then select the agreement checkboxes and submit.

The success screen shows your Tenant ID and provisioning progress. Keep the ID for reference. Your welcome email supplies the next steps; setup can take a little time while modules are provisioned.

Step 2 — Activate your login

Follow the welcome or invitation link. On Create your login, set and confirm a password with at least eight characters, an uppercase letter, a lowercase letter and a number. Enter the verification code sent to your email. An existing account follows the sign-in/acceptance route instead.

Open Sign in and enter your email and password. You do not enter a Tenant ID in the login form. If asked to replace a temporary password, set and confirm a new one. Use Forgot password? if you cannot sign in.

Step 3 — Get oriented

The home page shows the actions and summaries available to you. Sidebar groups include Relationships, Fundraising, Tasks, Programmes, Cases, Worker Bees, Engage, Data In and Out, Integrations and Taxes (Gift Aid), depending on enabled modules and your permissions.

Open Settings → User to see your current Tenant ID and change your display name. Settings → Security lets you add a passkey.

If a feature is missing, ask your administrator to check both module availability and your permissions. Setting up a subscription, when required, is a separate billing workflow.

Step 4 — Add your first contact

Open Relationships → Contacts and choose New contact. Fill the identity and contact details offered by the form, then save. Follow Create and manage contacts for required fields, subtype choices and consent.

Allow a moment for a saved record to appear in lists. Check for an error before submitting again to avoid creating a duplicate.

Next steps