You're on the public-facing website and not sure how to get to your administrator space. Here's how!
Log in to the platform
Go to your platform by entering its URL in your browser. By default, it follows the format "my-nonprofit.assoconnect.com".
Log in using the Log in button in your header or footer menu. To add the button to your header, check out this article.
Note: when you add an administrator, they receive an email with a link to access the platform.
Forgot your password? Check out our dedicated article: Forgotten password
Access the administrator space
If you are an administrator, you'll see an Administration button in the top right corner of your site. Click it to access your platform's administrator space.
You'll land on the Home page of the administration space. It lists the actions available to you and displays any important notifications.
Access the administrator space of a group
From your main platform, you can access your groups via Community > Groups. All simple and advanced groups are listed on this page.
You have several options:
- type the name of the group in the "Search" field;
- filter between simple and advanced groups using the "Usage" field;
- hover over a group: two buttons will appear β "Manage" and "Configure". We explain how each works for each group type below.
To learn the difference between simple and advanced groups, check out our dedicated article: Everything you need to know about managing groups
Simple groups
Configure a simple group
When you click Configure for a simple group, you'll be taken to its Settings.
You can edit the following:
- its name;
- its logo;
- its type: fixed or dynamic group;
- its administrators (in the dedicated "Administrators" tab).
Note: the administrator of a simple group must be a member registered in your Community, but does not need to be an administrator of your main platform.
Manage a simple group
When you click Manage, you'll see the group's member list. Navigating to another page on your platform or clicking Community > Contacts again will bring back all your members, regardless of which group they belong to.
Note: this member list is also accessible using the "Filter by" field from your Community.
Advanced groups
Go back to Community > Groups. You can filter for advanced groups using the Usage field, but you can also identify them by the star next to their name.
Configure an advanced group
When you click Configure for an advanced group β just like for a simple group β you'll be taken to its Settings.
Depending on whether the advanced group is dependent or independent, you'll find more or fewer settings to configure. The available settings are:
- its name;
- its logo;
- its contact details (email address, mailing address, phone number);
- its administrators (in the dedicated "Administrators" tab);
- settings for the main modules: Community, Forms & ticketing, Online Payment, Tax Receipts & invoices (for independent groups only), Accounting, Social media, Your T&Cs;
- the choice of features to enable or disable for the group.
Clicking Back to platform will take you to the administration space of the advanced group (green banner, as explained below).
Manage an advanced group
For an advanced group, clicking Manage gives you access to its member list as well as all modules such as Accounting, Communication, etc. The side banner will be green, as shown in the screenshot below.
To return to the main platform from an advanced group, click the arrow next to your name at the top of the left sidebar. Then click Switch platform.
Note: you can also easily access other advanced groups, the main platform, and their settings by clicking Browse network. Then click on the entity of your choice: two buttons β "Go to platform" and "Manage administrators" β will appear.
Everything is covered in our article: Browsing your network and advanced groups
Learn more:
Comments
0 comments
Article is closed for comments.