The suggested order for an onboarding workflow is listed below. You may or may not see all of these sections depending upon your privileges and the workplace you are logged into. Ensure you are in the right workplace context before performing any tasks. If you are administering a workplace, it is advised to set up the branding, organization settings, content, and Homepage before uploading users into the application. Prepare a nice home for your users before they arrive.
If you are a processor or have certain privileges, you may receive a message the first time you log in to ensure your Stripe Connect is set up and/or your Receipts and Confirmation Emails information is configured. Donations cannot be processed until both of these items are complete.
It is up to you if you wish to upload other Organization Administrators or Workplace Account Managers separately before you upload the entire Employee Upload File. You could upload other admins separately and have them on board before you upload everyone or do it all at the same time.
Please peruse the entire guide and familiarize yourself with the application before beginning the process.