Complete organization onboarding
Work through the available organization setup steps before launching fundraising, events or payments.
Watch it step by step
Click the highlighted area to move through the task, or watch the video when one is available. Newer flows may use a labeled walkthrough instead of a live photo.
Step 1 of 10
1. Choose your dashboard
After signing in, choose Go to my dashboard to open the nonprofit workspace.
Done when: Your workspace opens with “Organization profile complete” and a setup checklist. Events, programs and contacts are available straight away.
Complete organization onboarding
Overview
Work through the available organization setup steps before launching fundraising, events or payments.
Where to find it
Open the nonprofit workspace. Organization profile, Team, Invitations, Payments, Platform billing, API Integrations, Donation Page and Receipt Templates are available from Organization > Settings when your organization role permits them.
How it works
- Complete the organization profile with name, contact details, username, mission, logo and address.
- Complete organization or impact verification when the workspace requests it.
- Connect a supported payment account and confirm that details and payouts are enabled before fundraising.
- Invite the required team members, then use the nonprofit home to continue to Events, Fundraising, Contact CRM, Volunteers, Impact analytics and Stories.
Important details
Controls are shown according to the selected workspace, role, plan and record state. If a control is missing, confirm those four conditions before treating it as a platform fault.
If something does not look right
- Confirm the signed-in profile and current workspace shown in the page header.
- Capture the page address, time and exact visible error.
- Do not include passwords, API keys, bank details or full card data.
- Ask GoodAction Support when the expected control remains unavailable or the saved result differs from this article.