Manage event Pages and content. Manage Menu
Fundraising & Donations
Manage event Fundraising page settings. View Beneficiaries for the event
Event Details & Settings
Manage event information (e.g. Date, Name etc). Manage event donation settings
Registration & Forms
Manage and create registration forms. Registration export. View/edit registrant entries.
New Basic Menu Icons
Click to collapse/expand the main side menu to gain access to Dashboard, Profile, Real-time reporting, Regular giving, Invoices and Payments, Manage Users, and Help and Support.
List of events that the logged-in user has been given access to manage. User can create, edit, manage, deactivate/activate, duplicate events etc through this section.
Manage the charity profile information. Includes charity cause page content/layout, communication preferences, Donor Pay settings.
Invoices & Payments
Access charity payment files uploaded roughly every 2 weeks – Payment Summary, Remittance, Invoice files.
Real-Time Reporting (Reporting module)
Access and generate real time reports e.g. Fundraiser reports, Transaction/Donor reports.
Regular Giving (Reporting module)
Access details or past and future regular giving donations that are part of a scheduled donation.
Manage Users (Partner charities only)
Search and view current fundraiser information including Fundraising page for a particular user, as well as add offline donations.