Give.Gives

Admin Getting Started Guide

Published by Give.Gives · Updated June 2, 2026

Admin Getting Started Guide

This is a bilingual beginner guide for admin users. It is written for teammates who are not familiar with the admin dashboard yet.
这是一份给 admin 新手用户使用的中英双语入门指南，按不熟悉后台界面的同事来写。

Current scope: this version only covers the first two operational topics.
当前版本：本文件先只覆盖前两项运营内容。

1. Review Applications, Approve Them, Then Create the Real Brand / Organization

1. 审核申请，通过后再创建真正的 Brand / Organization

What this step is for

这一部分是做什么的

When a user applies on the frontend, the system creates an application record, not the final Brand or Organization itself.
当前端用户提交申请时，系统先创建的是申请记录，不是最终的 Brand 或 Organization 正式资料。

This means:
也就是说：

Where to go in the admin sidebar

在后台左侧菜单里去哪里

Use the left sidebar:
请从左侧菜单进入：

What you will see on the applications page

申请列表页会看到什么

On Brand Applications, the page title is Brand Applications.
在 Brand Applications 页面，页面标题是 Brand Applications。

You will see columns such as:
你会看到这些列表信息：

On Organization Applications, the page title is Organization Applications.
在 Organization Applications 页面，页面标题是 Organization Applications。

You will see columns such as:
你会看到这些列表信息：

Both pages also have a status filter in the top-right area, including:
这两个页面右上角还有状态筛选，可选项包括：

Step-by-step: how to review one application

逐步操作：如何审核一条申请

  1. Open Brands > applications or Organization > applications.

  2. Find the row with Status = Pending Review first.

  3. Click Details on the right side.

  4. Read the full application carefully before making any decision.

  5. 进入 Brands > applications 或 Organization > applications。

  6. 优先找到 Status = Pending Review 的申请。

  7. 点击右侧的 Details。

  8. 在做决定之前，先把申请内容完整看一遍。

Inside the Details dialog, you should check:
在 Details 弹窗里，建议重点检查：

For Brand applications, the detail dialog may also show:
Brand 申请详情里，还可能看到：

How to decide

如何判断是否通过

Please do manual review first. Do not trust the application just because the page looks complete or AI does not mark it as spam.
请一定先做人工审核。不要因为页面资料看起来完整，或者 AI 没标 spam，就直接通过。

As admin, you should manually confirm:
作为 admin，建议人工确认：

If information is incomplete but minor, admin may help fill it in later during creation.
如果只是轻微信息缺失，admin 可以在后面的创建步骤里代为补齐。

If key information is unclear, contact the applicant first before approving.
如果关键信息不清楚，请先联系申请人，再决定是否通过。

Which buttons to click

具体该点哪个按钮

On the right side of each application row, the main buttons are:
每条申请右侧的主要按钮有：

Important:
请特别注意：

When you click Approve or Reject, the system will ask for your admin password.
当你点击 Approve 或 Reject 时，系统会要求你输入 admin 密码确认。

What to do after approval

通过后下一步要做什么

After approval, do not stop there.
通过申请后，不要停在这一步。

You must continue with the real creation flow:
你必须继续完成正式创建流程：

  1. Click Create Brand or Create Organization in the same row.

  2. The system opens the creation form.

  3. The form is usually pre-filled from the application data.

  4. Check every field carefully.

  5. Fix or supplement missing information if needed.

  6. Save the new Brand or Organization.

  7. 在同一行点击 Create Brand 或 Create Organization。

  8. 系统会打开创建表单。

  9. 表单通常会自动带入申请资料。

  10. 逐项检查每个字段。

  11. 如有必要，补充或修正缺失资料。

  12. 保存新的 Brand 或 Organization。

What to check on the Create Brand page

Create Brand 页面要检查什么

When you click Create Brand, the page title is Create New Brand.
点击 Create Brand 后，页面标题是 Create New Brand。

Please pay extra attention to these fields:
请特别注意以下字段：

The page also explicitly says that the manager login will be created automatically and credentials will be sent automatically.
这个页面本身也会明确提示：manager login 会自动创建，登录凭证会自动发送。

This means the admin should mainly focus on making sure the email is correct before creating the Brand.
所以 admin 的重点是确认邮箱填写正确，再创建 Brand。

What to check on the Create organization page

Create organization 页面要检查什么

When you click Create Organization, the page title is Create organization.
点击 Create Organization 后，页面标题是 Create organization。

Please check these fields carefully:
请重点检查这些字段：

The form may be pre-filled from the original application, but admin still needs to verify and complete it manually.
虽然表单可能会自动带入申请资料，但 admin 仍然需要人工核对并补齐。

What happens after creation

创建完成后会发生什么

After the real Brand or Organization is created:
当正式 Brand 或 Organization 创建完成后：

Easy rule for beginners

给新手的最简单记法

Please remember this sentence:
请记住这句话：

Approve is only step 1. Create Brand / Create Organization is step 2. Both steps are required.
Approve 只是第一步，Create Brand / Create Organization 才是第二步。两步都做完才算完成。

If you are not sure whether creation is still pending

如果你不确定是不是还没创建完成

There are two easy ways to check:
有两个最简单的检查方法：

  1. Go back to the application row and see whether the button still shows Create Brand or Create Organization.

  2. Check whether the dashboard shows an Action Required todo asking to create brand or organization records.

  3. 回到申请列表，看这一行是否还显示 Create Brand 或 Create Organization。

  4. 看系统是否还有 Action Required 提示，提醒去创建 brand 或 organization 正式资料。

2. Daily Operations: Only Focus on California Tax Review and Prohibited Items for Now

2. 日常运营：当前阶段只重点看加州 tax review 和违禁品

What daily operations means right now

当前“日常运营”具体是什么意思

At the current stage, the platform is only live in California.
当前阶段，平台只在 California（加州） 上线。

Operational policy is intentionally relaxed for now.
目前运营策略是相对放松的。

For a beginner admin, this means you do not need to inspect everything every day.
对新手 admin 来说，这意味着你不需要每天检查很多复杂事项。

Your main daily attention should be:
你当前日常主要看这两件事：

  1. whether there is a tax overview item or email that needs handling

  2. whether there is any prohibited item that must be taken down immediately

  3. 是否有需要处理的 tax overview 事项或邮件

  4. 是否有违禁品需要立刻下架

Where to go for tax review

tax review 在后台哪里看

Use the left sidebar:
请从左侧菜单进入：

The page title is Tax Overview.
这个页面标题是 Tax Overview。

What you will see on the Tax Overview page

Tax Overview 页面会看到什么

Each pending item appears as a card.
每一个待处理物品会显示成一张卡片。

For each item, you will usually see:
每张卡片通常会显示：

On the right side of each card, there are three main actions:
每张卡片右侧通常有三个主要操作：

What to do for most normal items

大多数普通物品该怎么处理

For most normal physical items, the operation is simple:
对大多数普通实物物品，操作其实很简单：

  1. Open the item card in Tax Overview.

  2. Choose a normal general physical goods tax category from the dropdown.

  3. Click Save Tax Code.

  4. The item will be removed from this pending list after saving.

  5. 在 Tax Overview 里打开该物品卡片。

  6. 从下拉框里选择普通的一般实物物品 tax category。

  7. 点击 Save Tax Code。

  8. 保存后，这条物品会从待处理列表中移除。

When you are unsure which tax code to choose, you can click Ask AI first, then review the suggestions, then click Apply & Save if the suggestion looks correct.
如果你不确定应该选哪个 tax code，可以先点击 Ask AI，再看建议内容；如果建议合理，再点击 Apply & Save。

What to do if the item is prohibited

如果发现违禁品该怎么处理

If the item is clearly prohibited or clearly not allowed, do not save a normal tax category for it.
如果物品明显属于违禁品，或者明显不允许上架，就不要给它保存普通 tax category。

Instead, do this immediately:
请立刻这样处理：

  1. Open the item card.

  2. Click Take Down Item.

  3. In the confirmation dialog, confirm the take-down action.

  4. 打开该物品卡片。

  5. 点击 Take Down Item。

  6. 在确认弹窗中确认下架。

The dialog text explains that the item will be deactivated and the donor will be notified to pick it up within 3 days.
弹窗文案会说明：该物品会被下架，并通知捐赠者在 3 天内取回。

Very important warning for beginners

给新手的关键提醒

If you only remember one daily rule, remember this:
如果你日常只记住一条规则，请记住这一条：

What you do not need to worry about for now

当前阶段你暂时不需要重点关心什么

At the current California-only stage, admin does not need to over-manage every listing.
在当前只上线加州的阶段，admin 不需要过度管理每一条物品。

For now, you do not need to make daily operations more complicated than this:
目前不需要把日常运营做得更复杂：

One-sentence summary for admin beginners

给后台新手的一句话总结

Daily work right now is simple: review applications carefully, create the real records after approval, handle tax overview when it appears, and take down prohibited items immediately.
当前 admin 日常工作可以简单理解为：认真审核申请，通过后创建正式资料，有 tax overview 就处理，发现违禁品就立刻下架。