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Follow a role path, click through each step, or browse verified articles for events, fundraising, communities, networks, programs, payments and CRM.

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Matching step-by-step guides

5 interactive guides

Nonprofit admin 3 min

Register or claim your nonprofit

You’ll need: A Nonprofit account (#1, choose Nonprofit), your mission statement, address and logo

Nonprofit admin 2 min

Create your first program

After: Register or claim your nonprofit

Set up your profile

You’ll need: A profile photo and a cover image (1500 × 500 works best)

Community leader 4 min

Create a course

After: Monetize your community

Network owner 4 min

Create and brand a network

You’ll need: A payment method or a promo code, a cover image and a square logo

Relevant results

5 helpful articles

Upload a community resource

Open the community resources area, choose the appropriate file, image, video or link option, and complete the required details.

uploadresourcefile

Troubleshooting

Troubleshoot resource uploads

Check creator access, your community role, the selected file and the current connection before retrying an upload.

upload failedresource

Common question

Understand resource permissions

Viewing resources and creating resources are separate permissions; creator access may also be required for resource creation.

permissionsresourcescreator access

Create a community course

With Creator Access, create a course in three steps: Basics, Lessons, then Price & publish. Save lesson stays pinned while you add or edit a lesson.

Import CRM contacts

Use the contact import flow to map columns, preview records and decide how duplicate contacts should be handled before completing the import.

importcontactscsv