Set up your first day in Advocora

Start with the tasks that match your role. Your Owner or Super Admin manages team access; some features also require an enabled module.

Complete personal setup

Use your invitation or supplied sign-in details to open Advocora.
Complete any required password change, email verification, or authenticator setup.
Open User Profile from your avatar and review your name and contact details.
Review navigation and ask your administrator about missing features.

If you administer the organization, work through this checklist:

Review Admin Settings → General, including the organization name and timezone.
Add teammates under Team & access with the appropriate roles.
Agree on gift designations, accounts, and other lookup lists.
Connect Payments before taking online contributions.
Verify a Sending domain before sending campaigns.
Prepare contacts or arrange an assisted data import.

Choose one outcome: record a gift, publish a donation form, prepare a campaign, or create an event. Check the record, public page, and any email/payment outcome separately. A saved configuration does not itself prove delivery or collection.

Use Get support with the page, task, and visible message. Your teammates can also consult the same guide so procedures remain consistent.