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Groups
Setting Up A Group

Setting up a Group

Configure the initial operational settings for your new group.

BeginnerTreasurer

Once you've created a group, it's important to establish its base settings before you begin launching campaigns. These settings dictate how financial data is processed and displayed.

1

Navigate to Edit Group

After creating your group, click on 'Edit Group' in the groups list to open the setup modal.

Guided steps for setting up a group - Step 1
2

Adjust the Group's information

Update the details of the group including the name, of the group, the description, status of the group.

Guided steps for setting up a group - Step 2
3

Save Configuration

Click 'Save Changes'. Your group is now fully configured and ready to host your campaigns.

Guided steps for setting up a group - Step 3
Currency Locking
Once you have launched a campaign and received contributions, the base currency of the group will be locked to ensure reporting consistency. Make sure it is correct during setup!
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