Getting started: dashboard and organisation settings
Get to know the dashboard and menu, then complete your organisation profile, bank account, payment gateway and team.
Step by step
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1
Log in
Log in with the owner account. The dashboard shows pending applications, bookings, revenue and uncollected balances.
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2
Get to know the menu
The left menu follows your workflow: Event Operations, Vendors & Screening, Finance, Event Day and Administration. A red badge means something needs action.
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3
Complete your organisation profile
Settings → Organisation: name, logo, brand colour and address. Vendors see your brand, not ours.
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4
Set your bank account and invoices
Settings → Finance & Invoices: the bank account for transfers and the details printed on invoices.
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5
Connect a payment gateway
Settings → Payment Gateway: enter your CHIP or Billplz keys. Vendor money goes straight into your account.
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6
Invite your team
Users & Permissions → Invite Staff. Pick a role; permissions for each module can be fine-tuned later.
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7
Quick search
The search box at the top (Ctrl K) finds vendors, events and reference numbers from any screen.
Tips
- tips_and_updates UrusVendor never holds vendor money — payments go straight into your gateway or bank account.
- tips_and_updates Part-time staff usually get the Staff role: they can work on site without the power to approve applications.
Frequently asked questions
Do I need a payment gateway? expand_more
It is not required. Without one, vendors pay by bank transfer and upload a proof for you to confirm.
Who can see financial data? expand_more
That is set by roles and module permissions under Users & Permissions. Every action is recorded in the Activity Log.