Your first sign-in
A five-minute tour of what you'll see the first time you log into Together as an org admin.
Before you start
You need:
- Either an invitation email from your org's ADMIN, or your own organisation created via
/get-started. - A verified email address. Together emails a verification link the first time you sign up; click it before signing in.
If you haven't signed up yet, create your account at /get-started. It walks you through name + org, then optional CRM and Stripe connect — about five minutes end-to-end. You'll land back here once you're through.
Step 1: The dashboard
After signing in you land on your dashboard. It's the only screen that always shows your name and organisation in one place, so it's a useful anchor. Lost? Click the Together logo to come back.
A few things to notice.
Top-left. The concept nav: Donors, Donations, Intelligence, Engage, Compliance. The lock icon next to Intelligence and Compliance means your plan doesn't include those modules. Clicking through shows an upgrade prompt, not an error. Nothing is broken.
Top-right. Your organisation name (Quoll Enjoyment Department in this tour) and your avatar. The gear icon takes you to settings. The avatar handles sign-out and personal preferences.
The cards. Each one is a single click into the concept it summarises. The numbers fill in as you add data. On day one they're all zero, except Compliance ("All clear"), which is the no-news-is-good-news state.
Your dashboard reflects what your role can see. ADMIN sees all of it, EDITOR sees most of it, VIEWER sees the read-only slice. If a card you expected is missing, your role is probably narrower than admin. Ask whoever invited you.
Step 2: Engage and Forms
Click Engage, then Forms. Every donation form your org has lives here.
The form table shows four things per row.
| Column | What it means |
|---|---|
| Name | The internal name you gave the form. Donors never see this. |
| Slug | The public URL. /donate/general is what you share. The slug is editable but URLs are sticky. Change it and existing links 404, so settle the slug early. |
| Status | DRAFT, ACTIVE, PAUSED, or ARCHIVED. Only ACTIVE forms accept donations. DRAFT forms are previewable while signed in but invisible to the public. |
| Revenue | Lifetime gross collected through this form. |
The orange banner at the top, "Stripe Connect onboarding is not complete", is the most common day-one blocker. Until you finish that flow at Settings -> Stripe, donors can see your form but the Pay button at checkout won't work. Finishing Stripe onboarding is the next thing on your list.
What to do next
A reasonable order for new admins:
- Connect Stripe at Settings -> Stripe. Donations only settle once this is done.
- Brand your forms at Settings -> Branding. Your donate pages look generic until you do.
- Invite your team at Settings -> Users. They get an invitation email and pick their own password.
- Share your first form by copying the public URL from the slug column.
Each step has its own how-to under Getting started. This tour was just the orientation.
If you want the lay of the land before clicking around: Plans and Roles cover what your tier includes and who in your org can do what.