====== Account ======

An account in **Charity Radar** is an organisation that has subscribed to the system.  This will typically be a charity or an agency.  The primary users will be UK-based charities.

Each account will have at least one [[users|User]].  Every person in the CRM will belong to one, and only one, account.  However, a person may be a [[users|user]] of more than one account.  This would typically be because one person helps more than one charity with **Charity Radar** or is an agency.

The system is being designed and built to cater for agencies - an organisation that provides services.  In this case, the services are managing **Charity Radar** for multiple organisations.

==== Onboarding ====

The onboarding process involves creating two parts of the account.  The Account for the organisation and the first [[users|User]] account.  This first use will always be an [[users|ADMIN User]].

We need to decide on the process before onboarding and the mechanics of onboarding.

  * Will we meet with customers before they sign up?
  * Will they be signed up by a salesperson?
  * Will the onboarding process be self-service?
  * What happens if organisations need help?