Setting up your organisation in Pebl is the first step before you can start creating locations, adding team members, and accepting payments through Pebl Collect.
The sign-up process is designed to help Pebl verify your organisation, confirm who is setting up the account, and make sure your payouts can be sent to the right bank account. For charities and non-profits, this may also include verifying a board member, trustee, or other responsible person before payouts can be activated.
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Before you begin
Before starting, it helps to have the following ready:
your organisation’s ABN
your organisation’s legal name and details
the contact details of the person completing sign-up
your payout bank account details
if needed, the details of a board member, trustee, director, or other responsible person who may need to complete identity verification
💡 Pro Tip
You'll still be able to continue with setting up your event, products and team members without your executive or board member completing their ID verification step.
What happens during sign-up
When you sign up your organisation to Pebl, you will usually move through the following steps:
Enter your ABN and confirm your organisation details
Choose the industry category that best matches your organisation
Confirm whether you are a responsible person for the organisation
Enter your personal details as the account representative
Complete identity verification
If required, provide details for a governing person to also complete verification
Add your organisation’s payout bank account
Finish setup and access the Pebl dashboard
Step 1: Enter your ABN
Step 1: Enter your ABN
To begin, enter your organisation’s ABN.
Pebl uses your ABN to look up key organisation details, such as your entity name and registration status. This helps reduce manual entry and makes sure the account is set up against the correct organisation. For charities and non-profits, Pebl may also use this step to confirm whether your organisation is recognised as a registered charity.
Step 2: Choose your organisation type or industry category
Step 2: Choose your organisation type or industry category
Next, you will be asked to choose the category that best matches your organisation.
This helps Pebl classify your organisation correctly for payments processing. In many cases, charities and non-profits will be able to choose from suggested categories that are relevant to their organisation type.
Step 3: Confirm your authority
Step 3: Confirm your authority
You will then be asked whether you are one of the responsible people for the organisation.
For example, you may be:
a board member
a trustee
a director
a committee member
someone setting up the account on behalf of the organisation, such as a fundraising manager, staff member, volunteer, or consultant
This step is important because the person creating the account is not always the same person Pebl needs to verify as a governing individual.
Step 4: Enter your details
Step 4: Enter your details
The person completing sign-up must provide their personal details as the organisation’s representative.
This will usually include:
first name and last name
date of birth
email address
phone number
residential address
This person is recorded as the representative for the account, even if they are not a board member or trustee.
Step 5: Complete identity verification
Step 5: Complete identity verification
The representative will then complete identity verification.
This may involve providing identity documents, completing automated checks, and in some cases taking a selfie. This step helps confirm that the person creating the account is a real person and is authorised to act on behalf of the organisation.
Step 6: Add a governing person if required
Step 6: Add a governing person if required
If the person completing sign-up is not a governing person for the organisation, Pebl may also require one responsible person to be verified before payouts can be activated.
This will usually be someone such as a:
board member
trustee
director
committee member
If needed, that person can complete verification later using a secure link shared by email, SMS, or another verification link. In this case, your organisation may still be able to access the Pebl dashboard and continue setup, but payouts will remain paused until the required verification is complete.
Step 7: Add your payout bank account
Step 7: Add your payout bank account
You will also be asked to enter the bank account your organisation wants to use for settlements.
This includes:
account name
BSB
account number
This is the bank account where funds processed through Pebl will be paid out.
Step 8: Finish setup and access your dashboard
Step 8: Finish setup and access your dashboard
Once the main setup steps are complete, your organisation’s Pebl account is created and you can access the Pebl dashboard.
From there, you can begin setting up the rest of your Pebl Collect account, including:
creating locations
adding team members
creating products
preparing to accept payments
If a governing person still needs to complete verification, you can return to that step later from the dashboard.
What happens next?
Once your organisation has signed up, the next steps are usually:
create your first fundraiser, event, or location
add the staff or volunteers who need access
create or assign the products you want available
ask your team to log in to the Pebl Collect mobile app
begin accepting payments
Related articles
Getting Started with Pebl Collect
Setting Up a New Fundraiser, Event or Location
Adding Team Members and Managing Access
Creating and Assigning Products
Using the Pebl Collect Mobile App