Almabase, Inc.

Sweta Kumari

Indu

Sarita Markande

The essentials to get started with using the platform

Getting Started

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.

Request for More Information

User Signup, Approval and More

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

Upgraded Admin Navigation for Faster Workflows

Monthly Engaged Users (MEU), Engagement Reports

Improved Admin Dashboard

Admin Navigation and Dashboard

Learn how to update essential site settings, including site name, logo, colors, social media links, and more.

Configuring Basic Settings for Your Almabase Site

Learn how to set up Google Analytics to track user behavior on your Almabase website.

Adding Google Analytics to Your Almabase Website

Implementation

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

Setting Up a Domain for Your Site

The settings to be done to move your site from "almabase-beta" to your domain

Instructions for Setting Up the Domain

Use Mxtoolbox to verify the domain settings

Verify the Domain Settings

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

Here you will know how to determine if you need to purchase the domain, and what to communicate to your IT team if there is a need

Do I Need to Purchase the Domain on Which I Want the Almabase Site?

Setting up Domain

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 more about how to move constituent data from Raiser’s Edge to Almabase.

Pulling Constituent Data from Raiser's Edge to 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 and Pulling Constituent Data

Learn how to utilise the Invite User to Signup option on user profiles, facilitating account creation for new records on the platform.

How to Invite Users to Sign Up through 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

How-to-Guides and FAQs

deleting all data from your Almabase website

GDPR Data Deletion Request

Data Privacy

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?

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

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

User Signup, Approval and More

Admin Navigation and Dashboard

Implementation

How-to-Guides and FAQs

Data Privacy

Passwordless Login System