Onboarding package
Get started quickly with Rubic's onboarding package. We help your association or organisation with setup and implementation.
Everything you need from day one
Are you starting a new association, club or organisation? Rubic's onboarding package gives you everything you need to get started with professional administration from the very beginning.
What is included?
- Setting up the organisational structure with groups, teams and roles
- Configuring the payment solution with Vipps and invoicing
- Import of existing member lists (Excel, CSV or from another system)
- Setting up the membership fee model and automatic invoicing
- Configuring email templates for communication
- Training for the board and key people
- Access to support in Norwegian throughout the start-up phase
Good to know about the Onboarding package
You create subgroups from Home
Click “…” next to the organisation in the tree → New subgroup → fill in Name and Short name. Subgroups can have their own supplement added to the membership fee.
Read more in the help centre: You create subgroups from Home (opens in a new tab)Under Settings → Roles you'll find the standard roles (Administrator, Member, Guest) and can create your own roles. Permissions are grouped by module, and you choose who can pass the role on to others.
Read more in the help centre (opens in a new tab)Under Settings → Memberships you'll find personal, family and company memberships with age limits, product and price, reserve memberships and manual or automatic renewal. There are also group supplements for teams and departments.
Read more in the help centre (opens in a new tab)The membership form (Settings → Membership form) has three options for the joining flow: enrolled automatically, manual approval, or enrolled only once the membership has been paid. The link to the form can be shared on your website.
Read more in the help centre (opens in a new tab)The templates under Messages → Templates apply to email, SMS and push alike. They control automatic messages such as invoice notices, receipts and welcome letters, and changes only apply to your own organisation.
Read more in the help centre (opens in a new tab)
Free for all customers
The onboarding package is included in all Rubic subscriptions. A standard start-up costs nothing extra — we want you to succeed from day one.
How to do it in Rubic
Step-by-step guides for Onboarding package, written by our support team. The articles are in Norwegian.
All help articles →- Priser: varer, varegrupper, avdelinger og prosjekterAlt dere fakturerer, er en vare: kontingent, treningsavgift, innmeldingsavgift og så videre.
- Roller og tilgangerUnder Innstillinger → Roller ser du rollene i organisasjonen og hva hver rolle gir tilgang til.
- Undergrupper i organisasjonstreetMange organisasjoner er delt inn i avdelinger, lag eller grupper.
- Planlagte og sendte meldinger, og malerFanene øverst under Melding gir deg oversikt over det som er sendt, det som skal sendes, og hvordan automatiske meldinger ser ut.
- Medlems- og betalingsinnstillingerUnder Innstillinger → Innstillinger samler du innstillinger for inn- og utmelding, betaling, meldinger, medlemskort og personvern.
Show all 14 articles
- Rapportflyt – søknader med godkjenning i flere stegEn rapportflyt er en søknad eller rapport med godkjenning i flere steg, for eksempel for tilskudd.
- Utleggskategorier og ansvarsutleggUtleggskategorier Kategoriene bestemmer hva folk kan velge når de registrerer utlegg, for eksempel reise eller materiell.
- Sport, FotballData og TurneringsadminSportkonfigurasjon Under Innstillinger → Sport setter du opp grener, klasser, disiplingrupper, disipliner og øvelsesmaler.
- Koble til regnskapssystemetMed regnskapsintegrasjon sendes godkjente utlegg og oppgjør automatisk til regnskapet.
- Tagger, kompetanser og tilleggsfeltTagger Under Innstillinger → Tagger lager du egne merkelapper for å gruppere og filtrere.
- PolitiattesterUnder Innstillinger → Politiattester holder du oversikt over hvem som må ha politiattest, og om den er vist.
- Sett opp innmeldingsskjemaetInnmeldingsskjemaet er siden nye medlemmer bruker for å melde seg selv, barna sine eller hele familien inn i organisasjonen.
- Medlemskapstyper og gruppetilleggUnder Innstillinger → Medlemskap setter du opp hvilke medlemskap organisasjonen tilbyr, for eksempel barn, ungdom, voksen, støttemedlem og familie.
- Rediger organisasjonsprofilenOrganisasjonsprofilen inneholder navn, kontaktinformasjon, kontonummer, logo og farger.
See Rubic in action
Book a 30-minute walkthrough, or try it yourself for 30 days.