MENU
    VIDEO: Administrators Training
    • 1 Minute to read

    VIDEO: Administrators Training


    Article summary

    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

    Was this article helpful?