Help Center
Guides and answers for getting the most out of Illuminate.
Getting started
Create your workspace, invite your team, and set roles and permissions.
CRM & pipeline
Add companies, contacts, and deals, and move projects through your pipeline.
Budgeting
Build event and season budgets with multi-factor lines, drivers, and templates.
Projects & timelines
Plan on kanban boards and switch to a portfolio or task timeline.
Resources & volunteers
Schedule people and equipment and track credentials and volunteer hours.
Billing & plans
Manage your subscription, upgrade plans, and update payment details.
Frequently asked questions
How do tenants / workspaces work?
Each team, organization, or event is its own workspace with isolated data and its own branding. You can belong to several and switch between them in-app.
Can I control what team members can see and do?
Yes. Roles (owner, admin, manager, staff, viewer) grant permissions across companies, contacts, deals, activities, reports, and settings.
How does budgeting calculate line items?
Each line has a calculation type — flat, quantity × rate, multiple factors, per-driver, or a percentage of another total — so changing an assumption (like attendance or number of games) reflows the whole P&L.
How do I track credentials like SafeSport or background checks?
Add credentials with expiry dates to any resource. Illuminate flags what's expiring or expired so you can keep everyone cleared before an event.
How is my data kept separate from other organizations?
Illuminate uses database-per-tenant isolation — each workspace's records live in their own database, so there's no cross-organization data mixing.
Can't find what you need? Our team is happy to help.