Getting started with Ideali

Set up your account and verify your bank in minutes

Getting started with Ideali

Set up your account and verify your bank in minutes

Getting started with Ideali Creating your Ideali account

Creating your Ideali account

Create your Ideali account and complete your profile.

📹 Watch: Create a New Account in Ideali ⏱ 52s

Step 1: Sign Up

Visit the Ideali website and click Sign Up. The form is split into three short steps — Info, Account & Contact, and Address. Complete each screen and click Next to move forward. You can use Back at any point to review what you entered.

Step 1 — Info

  • Organizer Name — the name of your organization as you want it displayed.
  • Portal Address — a short, unique name for your portal. This becomes your login URL (for example, https://app.ideali.io/charity-house). A green check mark confirms the name is available.
  • Time Zone — the time zone your events, campaigns, and reports will follow.
Ideali sign up form, step 1: Organizer Name, Portal Address, and Time Zone fields
Step 1 of the sign up form — Info

 

Step 2 — Account & Contact

  • Email Address
  • Password
  • First Name
  • Last Name
  • Phone Number
Ideali sign up form, step 2: User Info fields for email address, password, first name, last name, and phone number
Step 2 of the sign up form — Account & Contact

 

Step 3 — Address

  • Address Line 1
  • Address Line 2 (optional)
  • City
  • Country
  • State/Province
  • Zip/Postal Code

When everything looks correct, click Submit to Sign Up to create your account.

Ideali sign up form, step 3: Address Info fields and the Submit to Sign Up button
Step 3 of the sign up form — Address

 

Alternatively, click Login with Google on the Sign In page to sign up with your Google account. You will then be asked to complete a short form:

  • Organizer Name
  • Email Address (pulled from Google)
  • First Name
  • Last Name

📹 Watch: Sign-Up with your Gmail Account ⏱ 35s

Step 2: Verify Your Email

Check your inbox and confirm your email address. This step is not required if you signed up with Google.

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Getting started with Ideali Setting up your organization profile

Setting up your organization profile

Complete your organization profile by adding your logo, contact details, and description so donors can trust your cause and your branding appears consistently across all campaigns.

After your first login, complete your organization profile so your campaigns look professional and donors can trust your cause.

Go to Settings → Profile and fill in the following:

  • Organization name and description
  • Organization logo (appears on campaign pages, receipts

    Profile Settings

    Once signed in, you can view and manage your profile from the Profile Settings page.

    Photo or Logo

    Upload a photo or logo to represent your organization.

    Organizer Info

    View and manage your organizer information:

    • Organizer Name
    • Time Zone
    • Two Factor Authentication — An extra layer of security for your account. When enabled, you will be required to verify your identity with a second step in addition to your password each time you sign in.

    Contact Detail

    Your contact information:

    • First Name
    • Last Name
    • Primary Email
    • Cell Phone

    Address Info

    Your physical address details:

    • Address Line 1
    • Address Line 2
    • City
    • Country
    • State/Province
    • Zip/Postal Code

    A complete profile builds donor confidence and ensures your branding appears consistently across all campaigns and communications.

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