Skip to main content
When you sign in for the first time as a new district administrator, a setup wizard guides you through the initial configuration. [Video: Full first-time setup wizard walkthrough]

​
Setup wizard steps

1

Name your district

Enter your district’s name. This appears throughout the app and in emails sent to your members.[Screenshot: District name input in the setup wizard]
2

Choose a brand color

Select an accent color for your district. This customizes the look of the app for everyone in your district.[Screenshot: Color picker in the setup wizard]
3

Import existing data (optional)

If you’re migrating from a spreadsheet or another system, you can import people via CSV during setup or skip this step and add people manually later.[Screenshot: CSV import step in the setup wizard]

​
What’s pre-configured for you

Your district comes pre-loaded with a standard set of defaults that are ready to use right away:
ItemDefault content
RolesAdmin, Credentials Board, Mentor, Candidate
TracksMinisterial Track, Transfer Track
Courses21 standard ministerial courses
Interview formPost-Interview Form for Board
BoardCredentials Board
You can customize all of these in Settings.

​
After setup

Once the wizard is complete, you’re ready to:

Add people

Add candidates, mentors, and board members and send them invitations.

Customize roles

Adjust permissions or create custom roles tailored to your district.

Edit tracks & courses

Modify tracks, required courses, and extra criteria to match your district’s requirements.

Configure interview forms

Update the default interview form or create new forms for different interview types.