Users and Data

Understand how to manage users, email addresses, duplicates, integrations with Raiser's Edge NXT and Salesforce and more

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31 articles in this collection
Written by Ginu George, Jishin, Vaibhav and 4 others
User Management

Why do certain records have no name? What can the admin do?

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Written by Pranay Pradhan
Updated over a week ago

Approving users from the Data Studio and All Users. 

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Written by Pranay Pradhan
Updated over a week ago

How to remove/archive/delete a record from the platform

Archiving or deleting a record or profile from the site
Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

'Users' vs 'Profiles'

The difference between a 'User' and a 'Profile'
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Written by Jishin
Updated over a week ago

Listed & Unlisted Records

We have standardized functionality around how a record is treated on the online directory, and on communication center.
Ginu George avatar
Written by Ginu George
Updated over a week ago

Invite your friends to the platform

Invite your friends on Facebook, LinkedIn, Twitter or Email from within the alumni platform.
Jishin avatar
Written by Jishin
Updated over a week ago

Create a new record

Create new user profiles manually
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Written by Jishin
Updated over a week ago

List of All Registered Users

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Written by Jishin
Updated over a week ago

Understanding the Registration Status

Ginu George avatar
Written by Ginu George
Updated over a week ago

Merge duplicate profiles

How to merge two profiles that are found to be duplicated
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Written by Jishin
Updated over a week ago

FAQs on Duplicates/Merging Profiles

FAQs on Duplicates, What is Master/Original Record, What is Registered Users and Other Profiles, and some best practices
Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Integrate your Facebook page to get engagement analytics

How to integrate your facebook page with the platform to get data on how your alumni are interacting with your social media posts
Jishin avatar
Written by Jishin
Updated over a week ago

User Directory FAQs

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Setting up access to the features on platform(Access Control)

Access to the features like Directory, Events, Jobs, Fundraising, Gallery, Needs, etc. can be set based on Affiliation and Membership Type
Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago