Onboarding

From first workspace to field collection.

The startup onboarding path helps organizations become operational without developer intervention while preserving secure tenant boundaries.

01

Create organization

Capture organization profile, country, timezone, localization, branding, and first admin readiness.

02

Create project

Set donor, locations, teams, indicators, project owner, and implementation dates.

03

Import existing data

Bring Kobo, ODK, SurveyCTO, Excel, DHIS2, CommCare, or Google Forms history into the migration assistant.

04

Create form

Start from templates or a blank builder, publish a governed version, and link entity controls.

05

Add beneficiaries

Register or import farmers, households, facilities, schools, groups, or custom entities.

06

Invite team

Add supervisors, data managers, field officers, and read-only donor users with scoped roles.

07

Start collecting data

Assign forms and entities, collect submissions, review data, monitor quality, and report progress.