Almabase, Inc.

Understand the level of access each admin permission offers

Understanding Admin Permissions

Sarita Markande

Solutions Delivery Team

The essentials to get started with using the platform

Getting Started

Learn how to update essential site settings like name, logo, colors, and social media links for your institution.

Configure Branding and Notification Setup

Implementation

Learn how to change the domain for your Almabase platform with step-by-step instructions.

Adding a Custom Domain for Your Site

See how to add the domain settings received from Almabase to your domain provider

Add DNS records to your provider

Use Mxtoolbox to verify the domain settings

Verify the Domain Settings

Get answers to common questions about domain setup, purchasing decisions, and troubleshooting access issues after your custom domain goes live.

Domain Setup FAQ

I'm Unable to Access the Platform Even After DNS Change. Are There Any Additional Changes to Be Made?

see step-by-step instructions on setting up the site on the domain you selected

Setting up Site on the Domain of your Choice

See how to connect your RE database to Almabase and sync constituents between Almabase and Raiser's Edge NXT

Almabase Database Setup - Integrating with Raiser's Edge NXT

Step by step instructions on how to connect your Raiser's Edge NXT to Almabase to start syncing contact information on records.

Connect Raiser's Edge NXT with Almabase

Learn how to grant Environment Admin Access, provide Security Groups and sync permissions.

Granting 'Environment Admin Access' and 'Security Groups - Full Rights' Permissions

Setting up Raiser's Edge

All the Payment Accounts we support, including PayPal, Stripe, Authorize.net, BBMS, CyberSource, TouchNet, etc.

Supported Payment Account Providers on Almabase

Learn how to configure and set up payment accounts on Almabase for accepting payments.

Setting Up a Payment Account

Setting Up Payment Gateway

Learn more about new admin navigation options like Global Search, Reports, Tools, Members, and Settings.

Upgraded Admin Navigation for Faster Workflows

Learn how the Admin Dashboard can offer administrators a comprehensive and streamlined view of their community's engagement.

Understanding Admin Dashboard

Admin Home Page Explained

Admin Navigation and Dashboard

Learn how to register for an account on the platform.

Signing Up on the Platform

Learn how the approval system works for new sign-ups and in which cases you receive a notification to approve a user's access to the site

Understanding the Approval System for New Sign-Ups on your Platform

Learn how both users and admins can request and provide additional information during the verification process.

Requesting for More Information

User Signup, Approval and More

Understand how passwordless login provides a convenient way for users to access the website and also maintain a high level of security

Passwordless Login on Almabase

A quick overview of the Passwordless login system on Almabase

New Log In System on Almabase

See how passwordless login ensures no invalid email addresses are added to the profile when users sign up

Why Are Records No Longer in the "Pending Email ID Verification" Stage?

This article covers: Single use Code, Updating login email address, Passwordless login system, and Setting up other SSO options

FAQs on the New Passwordless Sign-Up Process

Passwordless Login System

Learn more about the "Invite User to Signup" feature on user profiles to encourage new records to join the platform.

How to Invite Users to Sign Up via User Profile?

Find answers to common questions about features related to the home page, custom cards, events card and social feed.

FAQs on Home Page

Find answers to common questions about features related to the registration process, including customizable fields and appearance settings.

FAQs on Registration Page

Find answers to common questions about the profile page, how to access it, customize fields and more.

FAQs on Profile Page

Find answers to common questions about the different types of custom fields and more.

FAQs on Custom Fields

Find out about commonly asked questions around the various features we have.

Other FAQs

Why Guests Aren’t Syncing to RE NXT (and How to Bulk Map)

Map Guest Profiles on Events and Giving in Bulk

see how you can capture the email communication preference set for a constituent through "Request no Email" field on Raiser's Edge

Sync "Request No Email" to Almabase from Raiser's Edge

Learn how to set up the latest version of Google Analytics (GA4) to track user behavior on your Almabase website.

Adding Google Analytics to Your Almabase Website

Step by step instructions on how to connect your Blackbaud CRM to Almabase to start syncing contact information on records.

Connect Blackbaud CRM with Almabase

How-to-Guides and FAQs

deleting all data from your Almabase website

GDPR Data Deletion Request

Helps you ensure compliance with privacy laws and gives users control over their visibility.

How Do I Enable Users to Opt-In or Opt-Out of the Alumni Directory?

Data Privacy

almabase.com

Success Stories

Advancement Spotlight

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.