Onboarding guide for Devote account admins
Welcome to Devote! As an account admin, you play a crucial role in managing your organization's finances using our software. In this guide, we'll walk you through the steps to get started with Devote and explain how to use our platform to manage your organization's expenses.
Step 1: Creating Your Account
To get started with Devote, you'll need to create an account. If you haven't already received an email invitation from one of our team members, please visit usedevote.com and sign up for an account.
Once you've signed up, you'll be prompted to enter your email address and organization code. Your organization code will have been provided to you by your manager or another admin. If you're not sure what your organization code is, please reach out to your manager for assistance.
After you've entered your organization code, you'll be asked to provide some basic information about yourself, such as your name and phone number. Once you've filled out this information, click 'Submit' to create your account.
Step 2: Adding Users to Your Organization
As an admin, you'll need to add other users to your organization so that they can start using Devote. To add a new user, log in to your Devote account and navigate to the 'Team Dashboard'. From here, click 'Add a Team Member' and select the user you want to add from the dropdown or enter their email address.
Next, select the user's role and team, and choose whether you want to request a card for them right away. Finally, click 'Invite' to send the invitation to the user.
Step 3: Requesting Cards for Team Members
Once you've added a new user to your organization, you can request a card for them. To do this, go to the home page and click on 'View Team Dashboard'. From here, click on the user you want to request a card for and select 'Request a Card'.
Enter the user's shipping address or mark it as the same as the organization's shipping address, and click 'Submit' to complete the request. Cards should arrive in the mail within about seven days.
Step 4: Managing Your Organization's Settings
As an admin, you'll have access to your organization's settings. To manage these settings, log in to your Devote account and navigate to the 'Settings' tab. From here, you can edit your organization's name, address, and other settings. You can also assign users as admins and manage your connected bank accounts from this page.
Step 5: Managing Your Team's Expenses
Devote provides a centralized platform where all expenses can be tracked, categorized, and managed. This means that you can easily monitor expenses, ensure compliance with regulations, and generate reports for internal and external use. Devote's software will soon also allow for seamless integration with accounting and budgeting tools, which can further streamline your nonprofit's financial management processes.
Conclusion
By following these steps, you should be able to get started with Devote and manage your organization's expenses easily and efficiently. If you have any questions or encounter any issues, please don't hesitate to reach out to our support team for assistance. Thank you for choosing Devote!
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