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Your first week: a checklist

The order to set things up in so members arrive to a working portal.

This article is for the administrators who run an organisation's Portava portal.

In short

  • Set details and contact email first, then team, then Stripe and tiers, then members.
  • Branding is set by the Portava team, so it is not on the checklist.

Portava keeps a Getting started checklist for you under the rail's footer. This is the order that works.

  1. Organisation details: set the name and contact email in Portal settings. The contact email is where Portava sends your monthly invoice, and where members are pointed for help.
  2. Team: add the colleagues who will run the portal and decide which areas each can access.
  3. Billing: connect Stripe under Operations, then create your membership tiers. Paid tiers stay hidden from joiners until Stripe is connected.
  4. Members: invite or import your existing members. They receive a link to set a password.
  5. An event and a news story: so the portal is not empty on day one.
  6. A campaign: tell members the portal is live.

Your logo, colours and theme are set by the Portava team from the details you gave when the account was created. That is why branding is not on this list.