Get Started in the Hub

• Getting Started with Religious Education

  December 27th, 2022 | 345 Views

  This article provides high level groups of information links to various Religious...

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• Getting Started with Reports

  July 27th, 2022 | 427 Views

  This article provides links to more information about Reporting. Reports are grou...

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• Getting Started with Exports

  February 15th, 2023 | 910 Views

  This article contains links to articles that provide directions on how to complet...

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• Getting Started with Funds

  September 22nd, 2022 | 524 Views

  This article provides links to information about Funds; Public, Internal, Feature...

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• Getting Started with Settings

  June 7th, 2022 | 619 Views

  This article provides information about Settings. There are four sections; Organi...

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• Getting Started with Pledges

  June 7th, 2022 | 436 Views

  This article provides links to more information about Pledges. How Pledges Work W...

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• Getting Started with Invitations

  August 2nd, 2022 | 507 Views

  This article provides links to more information about invitations. About Invitati...

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• Getting Started with Donors

  June 7th, 2022 | 238 Views

  This article provides links to articles with more specific information on donors....

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• Getting Started with Text to Give

  June 7th, 2022 | 580 Views

  This article provides links to information a staff member needs to know about Tex...

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• Getting Started with Images

  June 7th, 2022 | 588 Views

  This article provides links to information on how to Upload images, and Add, Chan...

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• Getting Started with Multiple Deposit Accounts

  June 7th, 2022 | 229 Views

  This article provides links to more information about Multiple Merchants and Depo...

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• Getting Started with Managed Accounts

  June 7th, 2022 | 501 Views

  This article provides links to information about Managed Accounts. About Managed ...

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• OSV Giving Full Setup

  August 24th, 2022 | 646 Views

  This document will walk an administrator through setting up their organization’s ...

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• Getting Started with Onboarding

  July 27th, 2022 | 265 Views

  OSV Giving Full Set Up Getting Started with Settings User Permissions and Adding ...

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• Staff User Registration

  June 17th, 2022 | 269 Views

  This article provides information about the process for staff to create a user ac...

  Get Started in the Hub | 1 Like

• View and Edit New Users Created without Permissions

  August 25th, 2022 | 308 Views

  This article provides steps to view and edit new users created without Permission...

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• Getting Started with the Giving Menu

  June 13th, 2022 | 245 Views

  This article provides links to a group of linked articles within the Giving secti...

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• Getting Started with Directory

  February 21st, 2023 | 313 Views

  This article provides links to more information about Directory. Dashboard Search...

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• Getting Started with Giving File Imports

  August 4th, 2022 | 207 Views

  The Getting Started with File Imports article includes links to three File Import...

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• Getting Started with Forms

  November 21st, 2022 | 306 Views

  This article contains links to articles that provide directions on how to complet...

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• About Staff Users

  March 2nd, 2023 | 80 Views

  This article provides an overview about Staff Users. Account Owners can add a new...

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• Remove a User

  March 2nd, 2023 | 213 Views

  This article provides steps to remove a user. An account owner can remove a user ...

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