Onboarding guides

Download branded PDF guides to get your team up and running. Guides are generated on demand, so you always have the latest version.

Getting Started for Admins

Set up your organization, invite staff, and turn on your first tools in under 15 minutes.

Understand the full payment pipeline — from creating a recipient to marking an order paid — with the Approval Center workflow.

A complete reference of every modular tool available in the Tool Store — what it does and who it is for — generated live from the current catalog.