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The rest of these docs are organised by feature: one page per thing Orgo does. That is the right shape once you know what you are looking for, and the wrong shape on day one, when the question is “which of these forty features do we actually need, and in what order?” Setup templates answer that question. Each one takes a kind of organization, names the modules and settings it needs, puts them in the order you should configure them, and links to the feature page for each step. Built for the first fortnight on Orgo, and for the moment a year later when you add a part of the product you skipped.

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Pick your starting point

Fundraising

One-off and recurring giving, campaign pages, donor recognition and receipts.

Member communication

Newsletters, discussions, notifications and system email, and which channel to use when.

Federations

Associations whose members are companies or institutions: company membership, seats and invoicing.

Scouting and youth organizations

Sections by age, youth members and parents, safeguarding, progression and camps.

Political parties

Formal membership applications, identity checks, territorial structure, internal elections.
Most organizations need more than one. A trade association that fundraises and sends a monthly bulletin is running three of these at once: read the one closest to your core operation first, then borrow from the others. The split that matters most is who your members are. If they are organizations, start with Federations, because company membership changes how joining, seats and billing work. If they are individuals, start with whichever of the other four describes your main activity.

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What a template gives you

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If you are not sure which applies

Answer these in order. The first one that matches is your starting point. If none of them fit, the feature pages stand on their own. Organization settings and Modules are the two worth reading first, because everything else is switched on from there.

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Before any template

Three things apply whatever you are building, and doing them first saves rework:
1

Fill in the organization profile

Legal name, registration and VAT numbers, address, currency, timezone and the legal document URLs. Invoices, emails and public pages all read from it. See Organization info.
2

Decide who administers what

Permissions are easier to hand out than to take back, and the difference between the Orgo administrator flag and the ADMIN_TENANT permission catches people out. See Permissions.
3

Turn on only the modules you will use this month

Every module you enable adds menu entries and settings for your admins to wade through. You can switch the rest on later. See Modules.
  • Modules: every switchable module and what enabling it turns on
  • Organization settings: the map of the settings area
  • Permissions: what each permission level unlocks
  • Texts: renaming Orgo’s vocabulary to match your own
  • Home: the full feature index