PowerBase Administrator Training Agenda Items for Organizations

The following are training agenda items for PowerBase Administrators. The agenda items here are suggested topics and are covered based on the relevance and priority to the work of the organization.

PowerBase Administrator Training Agenda Items for Organizations

Adding New User Accounts, Roles, Permissions • Custom permissions and Roles

Review Data

  • Searching Contacts & Other Data
  • Custom Fields
  • How to categorize NEW and Existing contacts - deciding on constituent types
  • Contact Types for individuals and organizations
  • Handling members
  • Modifying existing fields (Disable rather than delete)

PowerBase Organization setup and Site info setup

  • Configuration Checklist: Administer>Administration Console>Configuration Checklist

Review Administer Menu

Contribution Pages

Price Sets

Profiles

Dedupe Rules

  • unsupervised vs. supervised

Mailings

  • From Addresses
  • Handling bounces, bad emails, etc. - create a group to do cleanup

Events

  • Registration, attendance workflow - offline and online
  • How to handle sliding scale fees, early bird, discounts

Memberships

  • workflows for memberships
  • membership types, rolling, fixed, etc.

Payment Processors

  • Reconciling / checking payments between Payment Processor and PowerBase

Webform

Batch Updates with profiles

Imports & Exports

Training Category: 
PowerBase