Organisation Setup
- Create an account and choose Organisation.
- Add basic profile info (name, mission, contact, visibility).
- Invite members and assign roles.
- Create your first meeting or event.
- Set up funds and connect billing (optional).
Help Centre
Quick start guides, best practices, how-tos, and resources for Azonation.
- Getting Started
- Best Practices
- Dashboards
- Members & Meetings
- Accounts & Finance
- Videos & Templates
Quick Start
Set up your organisation or individual account in minutes.
Individual Setup
- Create an account and complete your profile.
- Join or connect to an organisation.
- Review upcoming meetings/events and RSVP.
- Track tasks and attendance.
- Set notification and privacy preferences.
Best Practices
Clean data, roles, privacy, and collaboration tips.
Clean Data
- Use consistent member names and IDs.
- Keep membership types and dates accurate.
- Attach documents with clear naming.
Roles & Privacy
- Assign least-privilege roles.
- Use Members-only visibility for sensitive records.
- Review audit trails regularly.
Collaboration
- Publish agendas early and track actions.
- Use summaries for events and projects.
- Export reports monthly for stakeholders.
Use the Organisation Dashboard
Navigate summary cards, reports, and quick actions.
KPIs
Membership growth, income vs expenses, attendance.
Schedules
Upcoming meetings, events, and project milestones.
Quick Actions
Add member, schedule meeting, create event, record transaction.
Use the Individual Dashboard
Track your memberships, tasks, and attendance.
What’s Next
Upcoming meetings and events with RSVP.
Tasks & Actions
Assigned items with due dates and status.
Connected Orgs
Your committees, designations, assets, and documents.
Add Members
Import CSV, add manually, and manage roles.
Manual Add
Name, type, join/end dates, ID, reference.
CSV Import
Download template, fill columns, upload, validate.
Roles & Access
Assign roles and set privacy (Public / Members-only / Private).
Create Meetings
Schedule, invite, set agendas, and record minutes.
Scheduling
Date/time, venue, agenda and attachments.
Attendance
Member/guest attendance, RSVPs, reminders.
Minutes & Actions
Record minutes, assign actions, track completion.
Manage Accounts & Finance
Income/expense, funds, attachments, and exports.
Funds
Create funds and view fund-wise statements.
Transactions
Income/expense with attachments and notes.
Exports
CSV, Excel, PDF, and audit logs.
Video Tutorials
Short walkthroughs for common tasks.
Templates
Agenda, minutes, budget, and report templates.
Support
Contact, chat, and SLA details.
Live Chat
In-app chat during business hours (Mon–Fri).
SLA
Standard response in 1 business day; priority for paid plans.
FAQs
Common questions answered.
Can I use Azonation for multiple organisations?
Yes. You can connect to multiple organisations and switch easily from your dashboard.
Do you support regional billing and currencies?
Yes. We support flexible regional pricing and common currencies like GBP, USD, EUR, BDT, CNY, and INR.
How is my data kept private?
Use role-based permissions and global visibility options (Public, Members-only, Private). We also keep audit trails for sensitive actions.
Need a hand getting set up?
Our team can help you import members, configure roles, and launch fast.