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Qualifications – Video Overview
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Create Badges – Video Overview
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Adding Documents to Your Document Library – Video Overview
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Updating Custom Fields
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Sending an Email -Video Overview
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Saving and Pinning a Search – Video Overview
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Enterprise – Alert Settings
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Enterprise: Running Customizable Raw Data Schedule Reports
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Enterprise: Create an eLearning Module
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Enterprise Banner Management
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Add General Interests Template
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Add New Classification
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Managing Organization Account Visibility within your Enterprise
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Generating a Link to your Enterprise Public Search Page
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Add New Email Template
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Update Message to Enterprise Administrators
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Add a User to Another Organization within your Enterprise
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Enterprise: Add an Activity Template
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Enterprise: Create Activity Report Group
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Enterprise: Create Activity Report Group
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Enterprise: Volunteer Statuses
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Enterprise: Update Volunteer News
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Enable Group Scheduling
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Data Privacy Contact Settings
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Enterprise: Create a Phone List
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Enterprise: Updating Custom Fields
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January 2021 – 4X Update
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Glossary
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API Keys
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Temporarily Prevent Scheduling for Specific Shifts
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Importing User Profiles
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Sterling Integration
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My volunteer says they completed the application, but they don’t show up in my account. What do I do?
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Why can I see a volunteer in my database but when the volunteer logs in, they can’t see anything about our organization?
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My volunteer says their display isn’t right, or they can’t see any tabs, or a message appears like this: ”You do not belong to any organizations”. What’s going on?
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Why can’t a volunteer see any Activities to sign up for or to start a timeclock for?
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Why can’t a volunteer see a specific Activity?
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Why can’t a volunteer see a specific Activity in the Calendar View?
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Why can’t I see the Activity I need to assign my volunteer to in their profile?
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How do I see who has signed up for an activity but has not yet been assigned to it?
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Why do the username and password fields sometimes get filled in automatically?
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A volunteer can’t log hours or start a timeclock for an Activity
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I cannot access the Volunteer or User view
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Why did I get sent back to the Login Page?
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My webpage is not loading properly.
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What happens if I archive a volunteer?
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What happens if I remove a volunteer?
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What does Inactive mean and how does it differ from Archived?
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How do I generate a list of volunteers?
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How do I remove a large number of people from an Activity assignment?
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How can I tell if a volunteer can see a specific Activity?
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How are Activities displayed to a volunteer on the Timeclock?
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How do I assign a volunteer to a shift that occurred in the past?
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Under what circumstances can/can’t you edit another Administrator’s profile?
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Should I use the Document Library or the File Manager?
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How do I know when a Profile was updated?
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Account Set-up: Where to Start (Enterprise Considerations)
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Account Set-up: Where to Start
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Temporarily Shutting Down Your Volunteer Program
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Restarting Your Program After a Temporary Shutdown
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Quick Search/Navigation Bar
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Previewing the Volunteer View
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Add/Edit Administrator Email Signature
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Add New Enterprise Administrator
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Add Organization Limited Administrator Role
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Add Enterprise Configuration Administrator Role
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Edit an Enterprise Administrator’s Access
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Edit Organization Limited Administrator Role
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View/Print Organization Limited Administrator Roles
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Delete an Organization Limited Administrator Role
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Managing Administrator Two Factor Authentication
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View Enterprise Administrators
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Remove/Delete an Enterprise Administrator
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Add New Security Group
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Edit Security Group
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View Security Groups
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Delete Security Groups
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Add New Region
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Move Organizations to a Different Region
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Edit Regions
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View/Print Regions
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Session Timeout Security Setting
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Support Region Settings
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Branding Options
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Setting Your Custom Colors
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Enterprise Contact Information
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Enterprise Time Zone Settings
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Update Message to Organization Administrators
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Enterprise Public Search Page Settings
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View Enterprise Email History
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Email Monthly Schedules
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Enable SMS/Text Messaging
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Identify Text Messaging Sender
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Enterprise Social Media Settings
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Using the Public Search Page
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Enterprise Public Search Page Settings
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Enterprise Google Analytics
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Edit Classifications
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Delete Classifications