---
title: "VIDEO: Basic Administrators Training"
slug: "2-basic-administrator-training"
updated: 2025-01-21T20:38:54Z
published: 2025-01-21T20:38:54Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# VIDEO: Basic Administrators Training

<div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/943484599?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="infoodle Administrator Training"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script>

### Topics Covered
(manually select the time on the video timeline)
* 00:00 Introduction
* 00:35 Logging in to infoodle
* 01:56 Customising the Dashboard - adding widgets
* 02:46 Finding your way around the infoodle desktop
* 04:25 Roles and Role Permissions
* 11:23 Directory Visible and Private data
* 12:13 Visibility Settings - Notes
* 14:25 Email Visibility
* 16:00 Group Permissions and Locking Groups
* 19:57 Assigning a Role to a User and Sending Password Setup Email
* 23:25 Audit Trail
* 24:50 Removing Two Factor Authentication
* 26:00 Create Bulk Log In via a Group
* 27:50 Reviewing User Roles
* 28:44 Packages and Views - Organisation / Household and Finance Fundraiser Views
* 30:50 Profile Layout to Customise Users' View
* 32:25 Contact Domain Verification
* 34:35 System Default View
* 35:23 Administration - System Settings
    * 35:37 System
    * 36:15 Email
    * 37:42 Text and Phones
    * 39:02 Letters
    * 39:24 People
    * 40:23 Data and Time
    * 41:12 Finance
    * 41:31 Giving Numbers
    * 41:49 Mailchimp - Connecting to Mailchimp
* 43:30 Xero Setup
* 43:55 Payment Methods
* 45:30 Group Types
* 46:45 Mail Types
* 48:28 Group Sync
* 51:35 Site Statistics
* 52:50 Billing - Number of Contacts Band, Packages and Payment
* 55:20 Custom Fields
    * 55:20 Introduction
    * 57:00 Field Options
    * 58:35 Lookup Lists
    * 1:00:00 People Fields
        * 1:00:50 Tabs
        * 1:02:08 Manage Fields
        * 1:09:40 Views - Managing Field Display Order

## Related

- [Full Training](/recorded-training.md)
- [Getting Started as a Database Administrator](/administrator-getting-started.md)