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Overview 1. Setup Your Organization 2. Configure Your Scheme 3. Add Members 4. Track Contributions 5. Process Claims 6. Monitor Performance
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Home/How it works
Step 1 of 6

Setup your organization

Create your organization profile, assign administrators, and define roles. Here's what this step involves.

In this step

What you'll do

Create organization profile

Name, branding, branches, and the schemes you plan to run.

Assign administrators

Invite the chairman, treasurer, and secretary with their own secure logins.

Define roles

Set what each role can see and do, matching your constitution from day one.

← How it works Step 2: Configure your welfare scheme →
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