Configuring a new site¶

After installing a new instance of CiviCRM, site administrators should review these configuration tasks and implement those related to the features and components their organization will use.

Tip

You must be logged in as a user with administer CiviCRM permission to complete these tasks. All configuration settings are accessed from the Administer CiviCRM page.

Site configuration¶

Configure » Global Settings » Localization » - Language, currency, list of the countries.
Configure » Domain Information - Organization name, email address for system-generated emails, organization address.

Viewing and editing contacts¶

Configure » Global Settings » Site Preferences - Configure screen and form elements for Viewing Contacts, Editing Contacts, Advanced Search, Contact Dashboard and WYSIWYG Editor.
Configure » Global Settings » Address Settings - Format addresses in mailing labels, input forms and screen display.
Configure » Global Settings » Mapping and Geocoding - to display maps
Configure » Global Settings » Miscellaneous - Contact search behaviors
Configure » Customise Data and Screens » reCAPTCHA Settings - reCAPTCHA configuration

Sending emails (includes contribution receipts and event confirmations)¶

Configure » Global Settings » Outbound Email (SMTP/Sendmail)
Option Lists » From Email Addresses - Define general email address(es) that can be used as the FROM address when sending email to contacts from within CiviCRM (e.g. info@example.org)

Configure » Global Settings » Payment Processors
You will also need to change the access rights so anonymous users can contribute/sign up/register

Organize your contacts¶

Configure » Option Lists » Tags (Categories)
Manage groups

Once you've completed these settings, you can move on to exploring and configuring custom fields, profiles, as well as the various optional components for fundraising and constituent engagement:

CiviContribute and CiviPledge
CiviEvent
CiviMember
CiviMail
CiviCase
CiviGrant