Quick start
This guide walks a new organization from first login to a credible first week in DonorIntel: confirm tenant settings, connect SSO if required, invite core staff, and establish roles before you import history or turn on integrations. It is written for tenant administrators and anyone responsible for a clean rollout.
Follow these steps in order when possible—fixing access and naming conventions early saves painful rework after data is live.
Overview
Section titled “Overview”Start by verifying tenant settings (timezone, legal identity display, and operational defaults) so timestamps and reporting align with how your finance team already closes books. Next, complete authentication setup with WorkOS: SSO, session expectations, and which email domains are trusted for your org.
Invite a small pilot group with least-privilege roles, then layer custom fields only where you have a defined reporting or stewardship need. Once the skeleton is stable, use the migration guide for historical data and the activity guides to confirm logging meets your internal policy before you widen access.