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SStandShare

Set up your organization

All Roles

When you sign in to StandShare for the first time, the Setup Wizard guides you through setting up your family account. The wizard walks you through connecting to an organization, selecting your venues, adding your students, and optionally registering guest workers. It takes just a few minutes to complete.

note

The Setup Wizard is required for Family Lead accounts. If you exit before finishing, a Complete Setup banner will appear on your Dashboard until you come back and finish.

Step 1: Select Your Organization​

The first step connects your family to the organization that manages your fundraising.

  1. In the Organization step, start typing your organization's name in the search field.
  2. A dropdown appears showing matching organizations. Select yours from the list.
  3. If your organization is not listed, click the option to add a new organization and fill in:
    • Organization name (required)
    • Category -- choose whether this is a nonprofit (NPO) or a venue operator
    • Type (optional)
    • Contact email (optional)
    • Contact phone (optional)
    • Address (optional)
  4. Click Next to continue.

You can join more than one organization if needed. Each one will appear in your organization list.

Step 2: Select Your Venues​

note

This step only appears if your organization has venues configured. If your organization has no venues, the wizard skips directly to the Students step.

If your organization operates at specific venues, this step lets you select which venues you are associated with.

  1. The wizard displays a list of venues that belong to your organization.
  2. Check the box next to each venue where you or your family members will work events.
  3. If there is only one venue, it is automatically selected for you.
  4. Click Next to continue.

Your venue selections determine which events and schedules are most relevant to you.

Step 3: Add Students​

This step registers the students in your family -- the children who participate in the extracurricular activities funded by your concession stand work.

  1. For each student, enter:
    • Student name (required)
    • Date of birth (optional)
    • Activity -- the extracurricular activity they participate in (for example, "Varsity Football" or "Band")
  2. Click Add to add the student to your list.
  3. Repeat for each student in your family.
  4. Click Next when you are done.
tip

You can add or update students later from your profile. You must add at least one student to complete the wizard.

Step 4: Register Guest Workers (Optional)​

Guest workers are people who can work concession stand events on your family's behalf -- for example, relatives, neighbors, or family friends.

  1. For each guest worker, enter:
    • Name (required)
    • Relationship (optional -- for example, "uncle" or "family friend")
  2. Click Add to add them to your list.
  3. Click Next when you are finished, or skip this step if you do not have any guest workers to register.

Guest workers you add here will receive their own login and can view their assignments through the Guest Worker Portal.

Step 5: Confirmation​

The final step shows a summary of everything you entered:

  • Your selected organization(s)
  • Your selected venues (if applicable)
  • Students added to your family
  • Guest workers registered (if any)

Review the information and click Complete Setup to finish. You will be redirected to your Dashboard.

Returning to the Wizard​

If you exit the wizard before completing it:

  • A Complete Setup banner appears at the top of your Dashboard.
  • Click the banner to return to the wizard. It will resume at the first incomplete step.
  • The wizard remembers your progress -- any organizations, venues, students, or guest workers you already saved will still be there.

After Setup​

Once the wizard is complete, you are ready to use StandShare:

  • Your Dashboard will show your account balance, pending scholarships, and document compliance status.
  • You can begin uploading required documents, viewing event assignments, and submitting scholarship requests.

See the Family Quick Start Guide for a walkthrough of what to do next.

Administrators: First-Time Organization Setup​

If you are the first administrator for your organization, you will also need to:

  1. Configure settlement templates -- Define how event revenue is split between family accounts and organization funds. Go to More > Settlements.
  2. Invite members -- Add Family Leads, Coordinators, and other admins from the More > Users page.
  3. Set up fund defaults -- Adjust the General Fund and Board Fund percentages in Settings.
  4. Create your first event -- Go to Events and create a concession stand event to get started.

See the Administrator Quick Start for a full walkthrough of admin capabilities.

Next Steps​