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Volunteer Gift Entry: Restricted User Profiles

Volunteers and their energy. They’re a blessing to any non-profit, even if the data manager might have anxiety about untrained hands doing too much poking around in a well-oiled database.

The solution? Create a very restricted profile with few tabs and virtually no privileges beyond what is strictly necessary so that we can harvest the labor and love but not worry about any downstream costs.

The Sway contains an embedded PowerPoint training deck of step by step instructions for volunteers.

https://sway.com/UkkgpMaIcsn4xvEz?ref=Link

 

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