> ## Documentation Index
> Fetch the complete documentation index at: https://docs.advocora.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your first day in Advocora

> Prepare your account, organization, contacts, and the workflows your team will use.

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

1. Use your invitation or supplied sign-in details to open Advocora.
2. Complete any required password change, email verification, or authenticator setup.
3. Open **User Profile** from your avatar and review your name and contact details.
4. Review [navigation](/getting-started/navigating) and ask your administrator about missing features.

## Prepare the organization

If you administer the organization, work through this checklist:

1. Review **Admin Settings → General**, including the organization name and timezone.
2. Add teammates under [Team & access](/settings/team-and-roles) with the appropriate roles.
3. Agree on [gift designations, accounts, and other lookup lists](/data-management/lookup-tables).
4. Connect [Payments](/settings/payments) before taking online contributions.
5. Verify a [Sending domain](/settings/sending-domains) before sending campaigns.
6. Prepare contacts or arrange an [assisted data import](/data-management/import-preparation).

## Complete one workflow before expanding

Choose one outcome: [record a gift](/gifts/record-a-gift), [publish a donation form](/forms/donation-forms), [prepare a campaign](/email/campaigns), or [create an event](/events/create-an-event).

Check the record, public page, and any email/payment outcome separately. A saved configuration does not itself prove delivery or collection.

## When you need help

Use [Get support](/getting-started/get-support) with the page, task, and visible message. Your teammates can also consult the same guide so procedures remain consistent.