VIDEO: Administrators Training

Topics Covered

• 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