--- title: "Getting Started with your New infoodle" slug: "get-started-with-infoodle" updated: 2026-03-26T01:56:54Z published: 2026-03-26T01:56:54Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.infoodle.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Started with infoodle Now that you've signed up for a Trial or that you've gone Live with your new infoodle site, here's some things (along with links to articles in the infoodle Help system) to consider when getting started: ## Where to begin? Our Recommendation for new users is to focus on what your Key Needs and Priorities are in getting your infoodle database up and running, and then work on that list in order of importance. Once your key requirements are met, then you can focus on more in depth learning. Use the menu Below to jump to a specific section of this page: 1. **[Administrators](/v1/docs/get-started-with-infoodle#for-administrators)** - Database Setup and Configuration 2. **[All Users](/v1/docs/get-started-with-infoodle#for-all-users)** - Day to day usage of infoodle 3. **[Finance Users](/v1/docs/get-started-with-infoodle#for-finance-users)** - *Requires infoodle Finance* 4. **[Events Users](/v1/docs/get-started-with-infoodle#for-events-users)** - *Requires infoodle Events* 5. **[Libraries Users](/v1/docs/get-started-with-infoodle#for-libraries-users)** - *Requires infoodle Libraries* For **Gift Aid Users** (UK only) see **[Getting Started with Gift Aid](/v1/docs/getting-started-with-gift-aid)** *(Opens in a new Tab)* **Please Note** Some of these require special permissions to be added to your role. If you do not have the necessary permissions, contact your local administrator. If you need help giving your staff permissions get in touch with us by selecting the **Support** button and raising a support ticket. --- ### For Administrators - Check and Configure your **[System settings](/v1/docs/system-setup)** - **[Verify Your Domain](/v1/docs/verifying-email-domains)** so that when users send emails from infoodle using your domain name they are less likely to land up in spam folders. - Check your **[Role permissions and create new roles](/v1/docs/roles)** - Set up new users and **[Assign them a Role & issue a Login](/v1/docs/assigning-a-user-a-role-login)** - **[Create custom fields and tabs](/v1/docs/about-custom-fields)** to customise your database - Create **[Customised Views](/v1/docs/manage-views)** and Configure **[Profile Layouts](/v1/docs/profile-layout)** - Review and **[Prepare your Data](/v1/docs/preparing-import-data)** ready to import into infoodle - Use the Data import tool to **[Import Data](/v1/docs/import-data)** from a CSV file - Set up **[Payment Methods](/v1/docs/payment-methods)** for use in infoodle forms *[Return to Top Menu](/v1/docs/get-started-with-infoodle#where-to-begin)* --- ### For All Users - View your own **Profile** and **[Account Settings](/v1/docs/account)** or **[Change your Login Details](/v1/docs/changing-my-login-details)** - **[Add new contacts](/v1/docs/adding-a-person)** - Use **[Advanced search](/v1/docs/people-and-advanced-search)** to review and edit your contacts. - **[Create Groups](/v1/docs/groups)** to organise and manage your contacts - **[Create a Signature](/v1/docs/email-signatures)** for emails you send from infoodle. - **[Send Emails](/v1/docs/getting-started-with-infoodle-email)** via the contact section - Create some **[Reports](/v1/docs/reports)** to get information from your database - Create some **[Forms](/v1/docs/forms)** for receiving donations, registrations, enquiries and more. - **[Sign up for some Free Online training](https://www.infoodle.com/training)** *(opens in a new browser window)* *[Return to Top Menu](/v1/docs/get-started-with-infoodle#where-to-begin)* --- ### For Finance Users - Setup your **[Finance Settings](/v1/docs/getting-started-finance)** - Configure **[Xero integration](/v1/docs/finance-with-xero)** - Set up and manage your **[Bank Accounts](/v1/docs/bank-accounts)** and **[Account Codes](/v1/docs/account-codes)** - Create some financial **[Campaigns](/v1/docs/campaign)** - Create **[Stock Items](/v1/docs/stock-items)** to manage Tickets or other Sale items - Get set up to issue **[Tax Receipts](/v1/docs/receipts)** and **[Donation Statments](/v1/docs/statements-1)** *[Return to Top Menu](/v1/docs/get-started-with-infoodle#where-to-begin)* --- ### For Events Users - **[Add Event Locations](/v1/docs/adding-a-location)** to use when setting up events - **[Add an Event](/v1/docs/adding-an-event)** to your Events Calendar - Create **[Rosters](/v1/docs/rosters)** to aid in managing Event staff and Volunteers - Set up the **[Online Check-in](/v1/docs/checkin)** for recording Event Attendance - Use the **[Live Event Manager](/v1/docs/live-event-manager-1)** for running events - Create **[Activity Boards](/v1/docs/activity-boards)** to send or stream slides and events to displays and smart devices. *[Return to Top Menu](/v1/docs/get-started-with-infoodle#where-to-begin)* --- ### For Libraries Users - Learn **[About the Library](/v1/docs/about-the-library)** and how to **[Add and Manage Libraries](/v1/docs/library-basics)** - Create **[Library Catalogues](/v1/docs/library-catalogues-1)** and set up **[Library Collections](/v1/docs/library-collections)** in each Catalogue - Add **[Library Items](/v1/docs/library-items)** to your Collections - Let up the **[Library Kiosk](/v1/docs/library-kiosk)** for your community to use - Manage your **[Assets](/v1/docs/assets)** within infoodle *[Return to Top Menu](/v1/docs/get-started-with-infoodle#where-to-begin)*