Getting started

• Getting help

  Where to look when you are stuck, and how to send feedback to the Backed team.

• Getting started as an administrator

  A tour of the Administrator portal, from the Dashboard to the sidebar's Settings section.

• Migrating to Backed

  Plan what to bring across from your old system, load your applicants quietly, and check and sign off each load of your records.

• Onboarding sessions

  How Backed onboards your organisation in three recorded sessions, how to prepare for each, and where to find your plan and recordings.

• Requesting the security pack

  What Backed's security pack holds, how a reviewer requests it from the trust page, and what happens after they do.

• Security and privacy review

  What Backed gives your security and privacy reviewers during onboarding, and the settings and records they will want to see.

• Set up your organisation

  Run the six-step setup wizard to choose your role, describe your organisation, set its look, invite your team and draft a first round.

• The public trust page

  What Backed's public trust page at backed.giving/trust tells your funders, auditors and security reviewers, and how it is kept current.

• Understanding the typical grant workflow

  How a grant moves through Backed, from set-up to reporting, and which guide covers each step.

• Welcome to Backed

  What Backed is, who uses it, and where to start reading as an administrator.