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 User. Every person in the CRM will belong to one, and only one, account. However, a person may be a 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.

The onboarding process involves creating two parts of the account. The Account for the organisation and the first User account. This first use will always be an 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?