Getting Started

Account Basics & Setup

• Logging in for the first time
• How to login
• How to logout
• Reset your password
• Change your user info
• User Roles & User filters
• Add or remove users
• Supported browsers
• Clear your cache
• Volunteer Reset Password

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Product Orientation & Basic Navigation

• eRecruiter & eCoordinator
• Account Menu
• Function Buttons
• The Three Core Profiles: Vols, Opps, Orgs
• Grid Basics
• Folder Manager
• Glossary

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Record Management

• View or edit a record
• Delete a record
• Restore a record
• Archive a record