> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/getting-started/set-up-your-organisation.md. Every page is listed at https://admin.backed.giving/help/llms.txt. > This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it. `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](getting-started-as-an-administrator.md#view-as). ## Step 2: Organisation 1. Enter your `Organisation name`. Applicants see it on every page and email. 2. Choose your `Country`: `Australia` or `New Zealand`. 3. 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. 4. Check your `Time zone` and `Currency`. They were set when your organisation was created; the Backed team can change them for you. 5. If `Financial year starts` is shown, choose the month your financial year starts. 6. 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](../organisation/organisation-settings.md) and [Terminology](../organisation/terminology.md). ## 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. 1. Enter the `Round name`. 2. 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. 3. 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. 4. Choose what to `Start the application form from`: `Small grants quick form`, `Community project`, `Capital works` or `Start blank`. 5. 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. 6. 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](../funding-rounds/create-a-grant-round.md). ## 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. ## See also - [Getting started as an administrator](getting-started-as-an-administrator.md) - [People](../users/people.md) - [Organisation settings](../organisation/organisation-settings.md) - [Joining and sign-ups](../organisation/joining-and-sign-ups.md) - [Create a grant round](../funding-rounds/create-a-grant-round.md)