A new user of infoodle may need to have a lot of control in order to do their job. infoodle provides a broad range of functionality and enables your infoodle site to operate in the way that makes your organisation efficient. Training a new user can therefore be difficult when they are only working with live data and potentially given too much control and access.
To make the onboarding of new staff a safer exercise we have provided Training Sites. These are sites that are separate from your site and where a user can experiment and learn how to use infoodle.
You can launch a site and give access to a trainee, then close the site once the training is complete. You are only charged for the period of time each new site is active and can have as many trainee sites as you need.
What is in a training site?
- Test contact and transactions data with no personally identifiable information
- A copy of your:
- Roles
- Custom Fields, lookup lists and values
- Account Codes
- Campaigns
- Pledge Drives
- Form
- Groups
- Global Reports
- Email, Receipt, Statement Templates
- Events
- Library configuration
- Assets
- Payment methods (converted to free text so they dont take/make payments)
- Logins for the person who launched the site
- Logins for a nominated person (the trainee)
Next steps
Once the site is launched, you can add more trainees.