---
title: "VIDEO: Basic Administrators Training"
slug: "video-administrators-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

[infoodle Administrator Training](https://player.vimeo.com/video/943484599?badge=0&autopause=0&player_id=0&app_id=58479)

### 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)