First Steps

Now that your organization is set up, here’s what to do next.

1. Configure Your Settings

Before adding data, configure your organization:

• Departments - Set up your organizational structure
• Member Statuses - Define status options (Active, Retired, etc.)
• Grievance Steps - Configure your grievance workflow
• Email Settings - Set up email sending for notifications

2. Add Your Members

You have two options:

Import from CSV

1. Go to Settings → Import/Export
2. Download the CSV template
3. Fill in your member data
4. Upload the completed file

Add Manually

1. Go to Members
2. Click Add Member
3. Fill in the member details
4. Click Save

3. Create Your First Grievance

1. Go to Grievances
2. Click New Grievance
3. Select the member
4. Fill in the grievance details
5. Click Create

Tips for Success

Need Help?

If you have questions, check our Features documentation or contact support.