NGOMIS

Onboarding Flow in NGO/MIS

Get your organization up and running on NGO/MIS in 7 simple steps — from creating your CRM account to configuring single sign-on and downloading your credentials.

1 min read
Onboarding Flow in NGO/MIS

Get your organization up and running on NGO/MIS in 7 simple steps — from creating your CRM account to configuring single sign-on and downloading your credentials.

NGOMIS is the leading information service for accessing opportunities, building partnerships, and showcasing impact in international development, social impact, and government advisory.

Organizations can access the opportuities through own branded CRM portal, providing information on organization and contacts, grant announcements, and calendar. Besides web access, all resources in the CRM portal are available for export in XLSX, CSV, and markdown formats, with API access.

Enterpise users also get a branded authentication portal with single sign-on (SSO) to the CRM portal, and can bring teams to use the CRM portal.

This article provides a step-by-step guide for onboarding new organizations to the NGOMIS platform, including both Pro and Enterprise subscription types.

1. Before You Register

An organization first signs up in the NGO/MIS website, by clicking 'Login'. It takes you to SocialWell Accounts to signup. The user then can subscribe to either Pro or Enterprise subscription type. Select 'Start trial' or 'Add to cart' to proceed to the onboarding flow.

Before starting the onboarding flow, ensure you have the following:

Item Description Required For
Email address Working email for admin account Pro & Enterprise
Mobile number With country code (e.g. 910000000000) Pro & Enterprise
Organization name Full legal name (e.g. "ACME Foundation") Pro & Enterprise
Brand name 1-2 word lowercase identifier (e.g. acmefoundation) Pro & Enterprise
Domain name Custom domain for CRM portal (e.g. acmefoundation.org) Pro & Enterprise
SMTP credentials Email, password, host, port for sending emails Enterprise only
DNS access Ability to add CNAME record at your DNS provider Pro & Enterprise

2. Pro vs Enterprise

Feature Pro Enterprise
Subscription type Pro Enterprise
CRM Organization ✅ Created ✅ Created
Admin User ✅ Created ✅ Created
Custom Domain ✅ Registered ✅ Registered
Cloudflare SSL ✅ Auto-provisioned ✅ Auto-provisioned
Auth Application Account ❌ Uses shared account ✅ Dedicated {org-name} account
SMTP Config ❌ Not stored ✅ Configured
SSO Login ❌ ✅ Configured
Max steps 5 (steps 1-4 + credentials) 7 (steps 1-7)

3. Onboarding Flow

Step Name Pro Enterprise Key Actions
1 Add Org ✅ ✅ Create CRM organization → Store in onboarding
2 Create Admin ✅ ✅ Create admin user → Assign role → Send invite email + SMS
3 Add Domain ✅ ✅ Register domain in CRM → Send CNAME instructions
4 Verify Domain ✅ ✅ DNS CNAME check → Cloudflare SSL → CRM verification
5 Create Auth ❌ ✅ SMTP config → Create Auth Account → Configure SSO client → Add user
6 SSO ❌ ✅ Configure SSO between Auth Account and CRM
7 Credentials ✅ ✅ Download CSV with all credentials

Step Details

Step 1: Add Organization

User provides:

  • Organization Full Name — legal name (e.g. "ACME Foundation")
  • Brand Name — 1-2 word identifier (e.g. "acme")

API creates:

  1. CRM Organization ({brand-name})
  2. Onboarding record in database

Step 2: Create Admin

User provides (pre-filled from current user):

  • Name, email, mobile number

API:

  1. Creates admin user with invite email
  2. Assigns admin role
  3. Sends invite email to admin
  4. Sends SMS notification

Step 3: Add Domain

User provides:

  • Subdomain (e.g. crm)
  • Organization domain (e.g. acmefoundation.org) Organzation domain is used to create the branded CRM portal URL: https://crm.acmefoundation.org. Admin user can update the logo changes in the CRM portal.

API:

  1. Registers domain in CRM
  2. Shows CNAME target (services.socialwell.net)
  3. Sends email + SMS with DNS setup instructions

Step 4: Verify Domain

  1. API checks CNAME record via DNS lookup
  2. Creates Cloudflare custom hostname
  3. Verifies with CRM
  4. Checks SSL certificate status

Step 5: Create Auth (Enterprise only)

  1. User provides SMTP credentials
  2. Auth Application Account ({org-name}) created
  3. SMTP configured in account
  4. SSO client created
  5. Organization created in auth account
  6. User added as org member

Step 6: SSO (Enterprise only)

Configures SSO between the Auth Application Account and CRM.

Step 7: Download Credentials

Download an onboarding summary CSV with all credentials:

  • Organization details
  • SMTP configuration
  • Auth account & client info
  • CRM IDs
  • Admin email
  • Portal URL

Once onboarding is complete, the credentials are deleted from the database for security reasons. The CSV is the only copy of the credentials.