The six-step setup, explained

The first admin sign-in opens a six-step guided setup. You can leave and come back; progress keeps. Have two things handy: your member spreadsheet and your board's email addresses.

The steps

• 1. Basics. Community name, timezone, and the name emails come from. You will see your community's own email address and web address here.
• 2. Maintenance policy. Your approval rule (dollar threshold and who approves) and how the AI inbox behaves. The default, Stage for review, means nothing files itself without a person.
• 3. Budget. Your fiscal year and spending categories with planned amounts. Rough numbers are fine; you can refine later.
• 4. Directory import. Upload your member CSV, map the columns, preview, commit. Skippable if you want to do it later.
• 5. Invite the board. Paste board emails; they get sign-in links and board access.
• 6. Review and finish. A summary, then your community is live.

Founding communities: we do this whole thing with you on a call, including the import.