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You've been invited
Confirm your organization
before
activation.
Invite onboarding now stays bound to one organization and avoids the generic searchable claim step.
Your setup
Create your account
Verify your email
Confirm your role
Organization setup
Personal invite
Welcome to Plero
You've been invited to review one fixed organization before activation.
Begin Setup
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Step 1 of 3
Create your account
You'll use this to review
your organizationβs
invite before org activation.
Continue with Google
or
Continue with email
Already have an account?
Sign in
Google sign-in
Confirm your name
Please confirm your
legal name
as it appears on official documents.
Legal first name
Legal last name
Work email
Confirm & Continue
Step 1 of 3
Create your account
Enter your
legal name
as it appears on official documents. After email verification you'll confirm the invited organization.
Legal first name
First name is required
Legal last name
Last name is required
Work email
Please enter a valid email
Create password
Password must be at least 8 characters
Continue
Already have an account?
Sign in
Step 2 of 3
Check your email
We sent a 6-digit code to
your email
Didn't receive it?
Resend code
Verify
β Back
Step 3 of 4
What's your role?
This tags your role for
the invited organization.
πΌ
CFO / Finance
Full financial access and sweep controls
ποΈ
Executive Director
Mission overview and fund performance
βοΈ
Pastor / Leader
Mission overview and fund performance
π
Board Member
Governance view and compliance
Continue
Step 4 of 4
What type of organization?
This sets your fund name, role titles, and dashboard terminology.
βͺ
Church
Congregation or place of worship
β¦
Faith-based org
Mission, ministry or faith network
π±
Nonprofit
501(c)(3) charitable organization
π
Foundation
Private or community foundation
π
School / University
Educational institution or college
π€
Alumni association
Alumni network or chapter org
Continue to invite review
Accept invitation
Join your organization
Accept to add this workspace to your account β you can switch between workspaces anytime from your dashboard.
Invited organization
Invite metadata pending
Accept invitation
Reject invite
Welcome back
Sign in to Plero
Picking up where you left off.
Continue with Google
or
Email
Password
Forgot password?
Sign in
Don't have an account?
Create account
Account recovery
Reset your password
Enter your work email and we'll send a reset link to your inbox.
Work email
Send reset link
β Back to sign in
Create intake saved.
Your role and organization-type selections are preserved.
Return to donor home until org setup is explicitly activated.
Account created
Organization setup
~10 min
Endowment account
3β5 days
Return to donor home