User Onboarding & Initial Setup

New users should follow these steps after registration:

  1. Complete profile and verify email.

  2. Select organisation type: NGO, Municipality, Partner.

  3. Enable essential modules:

    • Grant Management, Support Ticket, Project, HRM.

  4. Review available templates: Document Template, Project Template, Contract Template.

  5. Set access permissions via the admin panel.

Administrators can pre-load essential guides and glossary via the Internal Knowledge Base module to help teams start working immediately.