Introduction
Getting started
Welcome to Saftwares, the comprehensive management system designed specifically for non-profit organizations.
This powerful tool streamlines your administrative and financial procedures, allowing you to focus more on your mission and less on paperwork. Saftwares offers a user-friendly interface to help you:
Administration
Process administrative tasks efficiently.
Financials guide
Manage financial procedures with ease.
Organization
Organize and track important organizational data.
Communication
Streamline communication and collaboration within your team.
Whether you're new to non-profit management or looking to optimize your current processes, Saftwares provides the tools you need to run your organization smoothly. In the following sections, we'll guide you through the key features and basic setup to help you get started quickly.
Setup Process
will walk you through the initial setup process, ensuring your system is tailored to your organization's needs. Follow these steps to configure your Saftwares environment:
01. Organization
In this section, you'll provide basic information about your non-profit:
- Organization name
- Organization type
- Organization nickname
- Address
- City
- Zip code
- State
- Country
- Phone number
- Email address
- Website
- Acitivity
- Logo
This information will be used throughout the system for reporting and communication purposes.
02. Super admin
Here, you'll set up the primary administrator account:
- First name
- Last name
- Email address
- Position
- Prefered Language
- Photo
Keep in mind that those information will be prefilled for you if you have previously registered as a user! Feel free to update them.
You should know!
The Super Admin has full access to all system features and can create other user accounts. Please make sure that the information you enter here are accurate.
03. General settings
Configure system-wide settings
- Payment methods
- Transportation systems
- Accommodation systems
- System default language
- Currency
These settings can be adjusted later if needed.
04. Users
Begin adding key members of your organization, you are required to enter only the email address and Role, the system will send an invite letter to the user and ask them to enter all other information. Once registered, you will be able to see them on the members sections of your dashboard.
05. Projects
You are only required to enter a name and a reference on this section, details can be add later.
We are here to help!
Our support team is available to assist you throughout the installation process and beyond. We understand that setting up a new system can be challenging, and we're here to ensure a smooth transition for your organization.