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:
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.