Getting started

Get your organization ready to use MyFundCenter and bring your team on board.

Before you start

• You need to be signed in to an organization on MyFundCenter.
• The person who created the organization is automatically its Owner. Some setup steps below are Owner-only.

Steps

1. Sign in and go to your dashboard at /my/overview.
2. If you’re the Owner, look for the Finish setting up your organization card. It tracks four steps: Connect payments, Create your first fundraiser, Publish your giving page, and Invite your team.
3. Go to Manage → Settings (/settings) and open the General tab to review your organization’s name, type, and contact details.
4. Open the Branding tab (/settings/branding) to set your organization’s look before you share anything publicly.
5. Open the Access tab (/settings/access) to see who already has access and what role they hold.
6. To invite someone new, go to Manage → Invitations (/admin/invitations) and click New Invitation.
7. Enter their Email and choose an Organization.
8. Pick the Role that matches what they’ll do:
   • Admin — runs daily operations and manages most settings.
   • Finance — handles donations, charges, and enrollment payments.
   • Events — creates events and manages registrations.
   • Viewer — can view organization information without making changes.
9. Confirm the Expires At date, then click Send Invitation.

Note

If someone needs a different role after they’ve accepted their invitation, go to Settings → Access and grant or remove roles from there.

What’s next

• Set up giving — connect a payment provider so you can accept donations.
• Run your first fundraiser — create and share your first campaign.
• Manage people and households — build out your member directory.