Course curriculum

    1. Introduction to Admin Controls

    1. Managing Organization Settings

    2. Getting to Know Custom Fields

    3. Wrangling Custom Fields with Groups

    4. What Are Custom Collections?

    5. Customizing Contact Name Settings

    6. Additional Customization Options

    7. Managing Personalized Email Templates

    8. Practice in the Platform – Custom Fields and Collections

    9. Practice in the Platform – Custom Fields and Collections, Scenario 1

    10. Practice in the Platform – Custom Fields and Collections, Scenario 2

    11. Are you ready to own your Virtuous database?

    1. Adding and Managing Users

    2. Customizing Permission Groups

    3. What Are Organization Groups?

    4. Restricted Users - Organization Groups and Project Ownership

    5. Getting Ready for Launch

    6. Show what you know about Users and Permissions

    1. Course Final: Admin Controls

    2. What's Next?

About this course

  • 20 lessons
  • 1 hour of video content

Your Course Instructor

Director of User Experience & Research Scott Richards

Scott is the Director of User Experience & Research at Virtuous, though he's been involved in nearly all facets of Virtuous over the years. Previously the head of training at WealthEngine, Scott has spent over a decade teaching a variety of nonprofits how to make the best use of technology solutions. Prior to becoming a trainer, he has spent time working with and for a number of nonprofit organizations over the years, stuffing envelopes for mailings, telefundraising, assisting with live events, and connecting with donors of all sorts.