We’re excited to introduce you to FundEasy — our high-performance platform designed to deliver a fast, reliable, and scalable experience for all your fundraising needs.

As part of your onboarding, you’ll have plenty of resources to help you along the way, including plenty of knowledge base articles, video tutorials, and more. But first, let’s make sure your team is ready to start!

Add Your Team Members

Once you’ve logged into the platform, the next step is to invite the rest of your team. Bringing everyone in early allows them to create their accounts, explore the workspace, and begin familiarizing themselves with the tools and features they’ll be using. It also gives each team member time to set up their profiles, review key sections of the platform, and start getting comfortable navigating the environment. Getting the whole team onboard from the start helps ensure everyone is aligned, prepared, and ready to collaborate effectively as you move forward.

For more details on how to add other users, see https://helpcenter.fundeasy.com/en/articles/3133088

Explore. Learn. Connect.

The best way to get comfortable in FundEasy is to jump in and explore! Navigate through the user-friendly interface, review your key workflows, and take note of the tools that will best support your next fundraising mission.

To go deeper, visit our Knowledge Base for step-by-step guides, feature overviews, and best practices designed to help you get the most from your subscription. If you ever feel stuck, use our built-in AI “Ask” tool to generate quick answers, surface relevant documentation, and guide you in the right direction. And if you’d prefer a personalized walkthrough, you can book a demo call with our team for tailored support and recommendations aligned to your goals. We’re here to ensure your transition is smooth and that you unlock the full potential of FundEasy.