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Step-by-Step Organization Website Setup Guide

To launch your official organization website on Portalwale, your trust, society, or non-profit can follow the verified requirements below. Each section guides you through launching an isolated, high-speed portal with your custom branding, automated 80G tax receipts, and direct bank settlement direct-to-bank payment gateways.

Notice for Trustees & Administrators: These requirements apply to all organizational types: Public Charitable Trusts, Registered Societies, Section 8 Non-Profit Companies, and Religious/Educational Institutions. You can configure your official custom domain (from GoDaddy, BigRock, Namecheap, or Hostinger) with zero downtime.

1.0 Instant Signup & Subdomain Allocation

Getting started takes under 60 seconds. You receive an instant, isolated cloud environment with your selected plan directly active for a full evaluation.

1.1 Start Your 7-Day Evaluation

  1. Visit the registration portal at portalwale.com/start-trial.
  2. Enter your official Organization Legal Name (e.g. Karuna Sewa Charitable Trust).
  3. Choose your free subdomain slug (e.g. karuna → karuna.portalwale.com). The real-time checker validates availability instantly.
  4. Enter Administrator Name, Mobile Number, Email, and a secure password.
  5. Select your preferred tier: NGO Special (₹7,499), NGO Premium (₹9,999), NGO Advance (₹13,499), or Health Card Portal (₹18,499). Click Launch My 7-Day Free Trial.

2.0 Organization Legal Profile & Darpan ID

Log in to your Admin Dashboard at https://{slug}.portalwale.com/auth/login and navigate to Website Settings → Site Settings (or /admin/site-config).

2.1 Configure Statutory Identifiers

NITI Aayog & PAN

Enter your NITI Aayog Darpan Unique ID, Registration Number, and Trust PAN number. These populate dynamically across your official 80G receipts.

Section 80G Order Number

Enter your official 80G Registration Order Number and Date of Order to activate instant, downloadable tax exemption receipts for your donors.

Automatic Compliance Update: When you update your Trust registered address, registration number, and contact numbers here, all 5 mandatory compliance policy pages (Privacy Policy, Terms of Service, Refund Policy, Shipping Policy, and Disclaimer) update automatically across your entire website.

3.0 Design Themes & Brand Aesthetics

Navigate to Online Store & Design → Themes & Layouts (or /admin/themes). Portalwale comes with 4 production-proven NGO themes:

Theme Edition Aesthetic Tone Best Suited For Key Interactive Highlights
NGO Special Royal Indian Blue & Warm Gold Cultural, Sanskriti & Grassroots Trusts Floating WhatsApp & Donate Widget, Crowdfunding Popup
NGO Premium Clean Royal Navy & Trust Green State & National Foundations Live Impact Stats Counters, Video Popups, Leadership Desk
NGO Advance Institutional Slate & Crimson Crowdfunding & NAAC Institutes Live Progress Bars, Real-Time Donors Wall, Member Verification
Default Standard Classic Deep Navy & Slate General Charities & Relief Societies Clean Grid Layout, 1-Click Bank Transfer Focus

4.0 BYOK Payment Gateways (Direct Settlement)

Keep 100% of Donor Funds: Portalwale does not deduct any transaction cuts. Connect your organization’s direct merchant keys at /admin/payment-settings:

Razorpay Gateway

Enter your Trust’s Key ID and Key Secret. Supports Cards, Netbanking, and UPI.

PhonePe Gateway

Enter your PhonePe Merchant ID, Salt Key, and Salt Index for zero-failure UPI payments.

Direct Trust UPI & Bank

Enter your Trust Account Number, IFSC, and Bank VPA (`trust@okhdfcbank`) for direct scan-and-pay transfers.

5.0 Instant 80G Tax Receipts & Member ID Cards

In your Admin at Certificates & Letters → Template Management:

  • Digital Signature Upload: Upload a transparent PNG of the President or Authorized Trustee signature.
  • Trust Stamp Upload: Upload a high-resolution PNG of your official organization seal.
  • Instant 80G PDF: Whenever a donor completes a contribution, the system generates a numbered PDF receipt formatted according to Section 80G of the Indian Income Tax Act.
  • Public Verification: Donors and members can verify the authenticity of any receipt or membership card via QR code scanning.

6.0 Universal Custom Domain (BYOD) & Free SSL

You can connect any custom domain (e.g. www.yourngo.org) purchased from any registrar on Earth (GoDaddy, BigRock, Namecheap, Hostinger, Google Domains, Porkbun).

6.1 Add 1 CNAME Record at Your Registrar

Log in to where you bought your domain, go to DNS Zone Editor, and add:

DNS CNAME RECORD CONFIGURATION
Record Type:  CNAME
Host / Name:  www
Points To:    domains.portalwale.com
TTL:          3600 (or Automatic)

6.2 Verify in Tenant Admin Dashboard

  1. Open your Admin Dashboard at /admin/domain-settings.
  2. Under Step 2: Enter Domain Name & Verify Connection, type: www.yourngo.org.
  3. Click Verify & Connect.
  4. The system automatically confirms the DNS CNAME record, provisions your free Let's Encrypt SSL certificate, and activates your live domain!

7.0 Publish Programs, Leadership & Official Launch

Before sharing your new portal with supporters, patrons, and trustees:

  • Create 1 Cause / Campaign: Add at least one fundraising drive with target amount and photo at /admin/campaigns.
  • Leadership Desk: Add President and Trustee profiles with photos and quotes at /admin/team.
  • Perform a Test Donation: Complete a small test contribution (₹10) to verify receipt generation and payment gateway settlement.

🎉 Congratulations! Your Organization Portal is Ready

You now have an enterprise-grade, fully compliant website ready for donors, members, and patrons.

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