VIDEO: Administrators Training
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VIDEO: Administrators Training
- 1 Minute to read
- Print
- DarkLight
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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
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