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First-time setup

Use the checklist that matches your role.

For chapter members​

  1. Verify your email. If you signed up yourself, check your inbox for the verification link.
  2. Complete your profile. Open the user menu → Profile and fill in name, photo, school, work history, and any custom fields your org has configured. → Updating your profile
  3. Set notification preferences. Toggle in-app and email for forum, election, compliance, and admin-action events. → Notifications
  4. (Optional) Enroll a passkey. From Account Settings → Passkeys, click Add a passkey for faster, phishing-resistant sign-in. → Account security
  5. (Optional) Install the mobile app. → Mobile app

For chapter officers​

Do the member checklist first, then:

  1. Review the Approvals queue. Clear pending member changes and Big-Little proposals from before you took office. → Approvals queue
  2. Check chapter compliance status. Open Operations → Compliance and confirm what's due in the next 30 days. → Compliance submissions
  3. Open Billing. Verify the chapter's outstanding invoice and the configured payment processor.
  4. Schedule any upcoming elections. → Running an election
  5. Read the moderation rules for your chapter's Engage forums. → Bulletins & moderation

For org / national admins​

If you're brand new and the org was just created, work through these in order:

  1. Set branding. Logo and primary color. → Branding
  2. Create regions if your org uses them, then create chapters and assign them to regions. → Chapters and regions
  3. Decide which modules to enable. The licensable modules in v0.62.1 are Operations, Community, Documents, Learning, Foundation, Alumni, Messaging, AI Services, Data Export. → Module enablement
  4. Configure dues (rates, billing periods, payment processor). → Dues & billing
  5. Set up custom fields for member profiles if needed. → Custom fields
  6. Add consent templates for legal/PII compliance. → Consent templates
  7. Configure per-org storage (S3 / MinIO / S3-compatible). → Storage configuration
  8. Invite other org admins. → Inviting admins
  9. Bulk-import existing members from a CSV. → Member CSV import
  10. Build your compliance program. → Compliance program

For platform admins​

  1. Confirm email is configured before any signup emails go out. → Email config
  2. Create the first tenant organization. → Create an organization
  3. Add at least one org admin to that tenant — they take over from there.
  4. Schedule backups. → Backups & export
  5. Add a second platform admin for redundancy. → Managing platform admins

Last verified against v0.62.1 (2026-05-10).