How to Set Up a New Organisation

Signing up creates your workspace. This guide covers the setup that follows. Everything is on one page, Settings → Setup (also shown as Set up your workspace after signup). Only Admins can complete it.

The setup checklist

Step	Required?	What it does
Connect Google Drive	Yes	Choose where evidence lives: your own Google Drive (recommended) or DonorDesk storage.
Organization profile	Optional	Name, type, country, main office, sectors, contact person, website, donor types you serve, default language.
Default reporting profile	Optional	Defaults for every new project: language, tone (Formal, Concise, Narrative or Technical), writing style, audience notes, formatting rules and special requirements.
Invite your team	Optional	Add teammates with roles (see Roles and permissions).
Accept Terms of Service	Yes	Accept the Terms and Privacy Policy.

Each project can override the default reporting profile on its own Setup page.

Then

1. Create your first project.
2. Complete the project's Setup checklist (donor template, logframe and indicators, reporting profile).
3. Create a reporting period and start reporting.

Prefer to learn by doing? Start the Academy tour and create the demo project, which does not count toward your plan limits or use AI credits.

Change things later

Edit your organisation profile in Settings → Settings (see How to change your organisation profile).