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Getting Started with Mission

This guide walks you through initial setup, key concepts, and adding your first person record.

Accessing Mission​

Mission is available through The One Hub. If your organization has a Mission subscription:

  1. Log in to Hub at your organization's Hub URL
  2. In the Hub Bar at the top of the screen, click Mission
  3. You will be redirected to Mission via SSO — no second login required

If you access Mission directly at your Mission URL, you can also log in with your Mission staff credentials or use the Sign in with Hub button.

Initial Setup Checklist​

Complete these steps before inviting your team or importing data:

  • Select your engine — Done at org creation (Church, Nonprofit, Foundation, or Ministry). Determines terminology and available modules.
  • Configure org settings — Go to Settings and set your organization name, timezone, locale, currency, and contact information.
  • Set up funds — Navigate to Donations → Funds and create the funds you track giving to (e.g., General Fund, Building Fund, Missions Fund).
  • Create your first staff users — Go to your organization settings and invite staff members by email.
  • Assign roles — Set each staff member's role (Owner, Admin, Staff, Volunteer — see Staff Roles).
  • Set up groups — Create the groups your organization uses (small groups, committees, departments).
  • Import existing data — If migrating from another system, see Migration.

Key Concepts​

Organizations and Engines​

Each Mission organization selects an engine (Church, Nonprofit, Foundation, or Ministry) at creation. The engine determines the terminology and modules visible throughout the app. See Engines for details.

Members​

The core record in Mission. Terminology varies by engine ("Member", "Supporter", "Stakeholder", or "Partner") but the data model is the same. Members have profiles, can be linked into families, and are associated with donations, event registrations, and group memberships.

Families​

Groups of members sharing a household. A family record links individual member profiles and provides a unified household address and giving view.

Funds​

Designated giving categories. Every donation is assigned to a fund (e.g., General, Building, Benevolence). Funds track goal amounts and current totals.

Groups​

Collections of members with a purpose. Groups have a type (small group, committee, class, team), a leader, capacity, and meeting schedule.

Events​

One-time or recurring gatherings with registration, capacity limits, and check-in. Events are linked to attendance records.

Connections​

Relationships between people, tracked as typed edges in a graph. Mission visualizes these as an interactive relationship graph. Connection types include family, friendship, group membership, mentorship, staff relationship, and more.

Your First Person Record​

Here is a step-by-step walkthrough of adding a person to Mission:

Step 1: Navigate to People

In the left sidebar, click Members (or your engine's equivalent: Supporters, Stakeholders, Partners).

Step 2: Click "Add Member"

Click the + Add Member button in the top right of the members list. A modal form appears.

Step 3: Fill in the basic profile

Required fields:

  • First Name and Last Name

Recommended fields:

  • Email — used for communications and portal login
  • Phone — mobile number for SMS
  • Status — Active, Inactive, Visitor, or Deceased
  • Joined Date — when they joined your organization

Optional fields:

  • Address — street address for mailing
  • Birth Date — for birthday tracking and age-based group assignment
  • Gender
  • Tags — free-form labels for filtering (e.g., "volunteer", "deacon", "first-time visitor")
  • Notes — private staff notes

Step 4: Assign to a family (optional)

In the Family field, search for an existing family to link this person to their household. If no family exists yet, you can create one later from the Families section.

Step 5: Save

Click Save. The person record is created and appears in the members list.

Step 6: Add additional detail

Open the person's record to add:

  • Donation history
  • Event registrations
  • Group memberships
  • Custom fields (Pro plan)

After logging in, you land on the Dashboard — your organization's command center.

CardWhat It Shows
Active MembersCount of people with Active status
Total GivingSum of all donations recorded
Upcoming EventsCount of events with future start dates
Active GroupsCount of groups that are active

Below the stats, four quick-action buttons let you jump directly to: Add Member, Record Giving, Create Event, Send Message.

💡

The dashboard stats update in real time as you add data. Bookmark your Mission URL for fast access — no need to navigate through Hub every time.

Inviting Staff​

  1. Go to Settings → Organization
  2. Click Invite Staff
  3. Enter the email address of the person to invite
  4. They will receive an email invitation to create their Mission account

Newly invited staff start with the Staff role. Admins and Owners can change roles after the user accepts their invitation.