Set up your organisation

Set up your organisation is a six-step wizard that takes a new organisation from an empty account to a team invited and a first round drafted. Most of what you set here you can change later: your organisation's details and look under Settings, your dashboard view on your Dashboard, and your round in the round builder.

Before you start

Only your organisation's lead Administrator runs setup: the person who created the organisation, or, if they leave, the longest-standing owner. Anyone else who opens it is told the page cannot be found.

Opening the wizard

When your organisation is approved, signing in to the Administrator portal's home address takes you to the wizard, until you save a step or select Save and finish later. A page you open directly, such as a bookmarked Dashboard, opens as asked.
Your Dashboard shows Finish setting up with how many of the six steps are done and the next one, until all six are. Select Continue setup to carry on, or Not now to hide it for seven days.
Resume organisation setup on Settings > Onboarding also takes you back to the wizard.

An organisation set up before the wizard was added is never sent to it. A sandbox counts as set up: it never shows the wizard, the banner or the link on Settings > Onboarding.

The wizard opens at the first step you have not finished.

Moving through the steps

The steps are listed down the side, with how many are done. You can go back to any step you have reached. Under each step:

Back returns to the step before. It saves nothing, and keeps what you typed.
Save and finish later saves this step and takes you to your Dashboard. The step is not marked done, and you come back to it next time. On the last step, Ready, it saves nothing: it only records that you have started setup, and leaves.
Save and continue saves this step, marks it done and moves to the next.
On Your role, Skip setup for now takes you to your Dashboard without saving your choice.
On Your team, Skip, I'll invite people later moves on without saving what you typed here.

Where the row under a step offers one of these skips instead, or on Ready, Save and finish later is at the foot of the list of steps.

Step 1: Your role

Choose your main job: Program manager, Finance, Board member or Running the system. This chooses which view your own Dashboard opens on, and nobody else's. Running the system opens on the Program manager view. You can change it any time from View as… in your account menu. See Getting started as an administrator.

Step 2: Organisation

Enter your Organisation name. Applicants see it on every page and email.
Choose your Country: Australia or New Zealand.
Enter your ABN or NZBN and select Look up. Backed finds it on the Australian Business Register or the NZBN Register and fills in your legal name. If it is not found, check the number or type your legal name.
Check your Time zone and Currency. They were set when your organisation was created; the Backed team can change them for you.
If Financial year starts is shown, choose the month your financial year starts.
Under What do you call things?, choose your own words for the things Backed names. Your menu will read shows the menu with them. Changing the words needs the terminology permission.

This saves to Settings > Profile and terms and your organisation's terminology. See Organisation settings and Terminology.

Step 3: Look and feel

Upload your logo (it sits on white) and choose a Main colour and an Accent colour, as a hex value or from the palette. Leave a colour empty to use Backed's. Each colour is checked as you type: text on it must read at 4.5:1 or better, and you cannot continue until both pass and your logo has finished its check. How applicants will see it previews the applicant portal. Status colours, messages and focus rings keep Backed's, so they always read clearly.

A logo needs Alternative text: a short description of it, up to 150 characters, that screen readers announce and that application PDFs and decision letters use for the logo. Save and continue won't save a new logo, or a logo whose description you have cleared, until it has some.

This saves to the same logo and colours as Settings > Profile and terms.

Step 4: Your team

Under Who do you work with?, add a row for each person to invite: their email and their role, Administrator or Assessor. Select Add another person for another row, or Remove on one. You can invite up to 50 people here, and the rest from People > Invitations after setup.

Anyone with the organisation link can join is the same switch as Settings > Joining.

Nothing is sent yet. The invitations go out when you finish setup.

Step 5: First round

Sketch your first round makes a draft Funding Round (your organisation's own term if you've renamed it) that nobody outside your team can see.

Enter the Round name.
Choose its Fund, Create a new fund…, or No fund yet. When funds are not turned on for your organisation, the round starts without one.
Enter the Total pool if you like, and the dates it Opens and Closes. It closes at 11:59 pm on the closing date, which must be after the opening date.
Choose what to Start the application form from: Small grants quick form, Community project, Capital works or Start blank.
Choose How you'll assess and how many Assessors per application. This is your plan for now: assessment is set up once applications close, so it is not saved with the draft.
Select Save draft and continue, or Skip, no round yet.

A round needs a registration form. If you have none, select Create a basic registration form and add its questions later.

Nothing opens on its own: you publish the round from the round builder when its form, criteria and eligibility are ready. See Create a grant round.

Step 6: Ready

What you set up lists the five steps, each done or not, with Edit to go back to it. When you finish says what happens next: the invitations go out, your round stays a draft, and a short tour of the Dashboard starts if you leave Start the dashboard tour when I land ticked.

Select Finish setup. Backed sends the invitations, marks setup finished and opens your Dashboard. If an invitation is not sent, it is listed with the reason and stays queued: select Finish setup again to retry it, or Go to dashboard anyway and invite them from People later.