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Feedback Reports – Video Overview
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Introduction to Rich Text Boxes – Video Overview
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Basic Use – Video Overview
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Advanced Use -Video Overview
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January 2021 – 4X Update
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Glossary
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Navigating the Software – Video Overview
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Searching by Activity
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Searching by Email Message Records Search
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Searching by Custom Fields: Check Boxes
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Searching by Feedback Fields
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Searching by Volunteer Anniversary (Years of Service)
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Searching by Age
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API Keys
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Getting the Most out of Support – Video Overview
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Temporarily Prevent Scheduling for Specific Shifts
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Explanation of Modules – Video Overview
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Importing User Profiles
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Sterling Integration
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My volunteer says they completed the application, but they don’t show up in my account. What do I do?
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Why can I see a volunteer in my database but when the volunteer logs in, they can’t see anything about our organization?
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My volunteer says their display isn’t right, or they can’t see any tabs, or a message appears like this: ”You do not belong to any organizations”. What’s going on?
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Why can’t a volunteer see any Activities to sign up for or to start a timeclock for?
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Why can’t a volunteer see a specific Activity?
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Why can’t a volunteer see a specific Activity in the Calendar View?
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Why can’t I see the Activity I need to assign my volunteer to in their profile?
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How do I see who has signed up for an activity but has not yet been assigned to it?
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Why do the username and password fields sometimes get filled in automatically?
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A volunteer can’t log hours or start a timeclock for an Activity
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I cannot access the Volunteer or User view
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Why did I get sent back to the Login Page?
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My webpage is not loading properly.
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What happens if I archive a volunteer?
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What happens if I remove a volunteer?
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What does Inactive mean and how does it differ from Archived?
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How do I generate a list of volunteers?
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How do I remove a large number of people from an Activity assignment?
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How can I tell if a volunteer can see a specific Activity?
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How are Activities displayed to a volunteer on the Timeclock?
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How do I assign a volunteer to a shift that occurred in the past?
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Under what circumstances can/can’t you edit another Administrator’s profile?
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Should I use the Document Library or the File Manager?
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How do I know when a Profile was updated?
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Change Management Considerations
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Account Set-up: Where to Start
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Temporarily Shutting Down Your Volunteer Program
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Restarting Your Program After a Temporary Shutdown
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Quick Search/Navigation Bar
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Add New Administrator
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Change Administrator Status
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Change Administrator Role Type
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Add a Module to a Current Profile
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Previewing the Volunteer View
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Previewing as a Fictitious Volunteer
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Make an Existing Volunteer an Administrator
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Add/Edit Administrator Email Signature
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Update Administrator Email Notifications
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Make an Administrator a Contact Person
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Edit Administrator Schedule Display Settings
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Introduction to Group Volunteer Management – Video Overview
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Add New Limited Administrator Role
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Edit Limited Administrator Role
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Change Administrator Status
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Change Administrator Role Type
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Managing Administrator Two Factor Authentication
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Session Timeout Security Setting
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Support Region Settings
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Data Privacy Contact Settings
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API Keys
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Change Password
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Why Can’t I Edit Someone’s Contact Information?
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Organization Contact Information
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Organization Time Zone Settings
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Add New Feedback Field
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Edit Feedback Fields
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View Feedback Fields
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Delete Feedback Fields
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Add Group Profile – Group Applies Online
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Add Group Profile – By Administrator
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Add New Custom Field
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Assign a Group to an Activity
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Change Group Size for an Assignment
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Enable Group Scheduling
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Enable/Disable Group Scheduling for Activities
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Alert Settings
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Schedule Permission Settings
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Prevent Double Booking
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Auto Log Hours Organization Settings
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Auto Log Hours Activity Settings
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Approve/Reject Hour Entries
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Upload Banner
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Delete/Remove Banner
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Express Timeclock Permission Settings
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Branding Options
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Timeclock Access/IP Restrictions
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Setting Your Custom Colors
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Previewing the Volunteer View
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Branded Login, Timeclock and Other Login Links
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Previewing as a Fictitious Volunteer