Settings Archives - Software for Nonprofits

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Nonprofit Software
Nonprofit LMS
Nonprofit Courses
Project Management
Nonprofit Software
Program Management
Volunteer Management
Board Management
Compliance Tracking
Business Software
Chat for Business
Business CRM
Meeting Scheduler
Nonprofit Training
Training Catalog
Nonprofit Tools
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Partnerships
Nonprofit Consultants
Nonprofit Associations
Pricing
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Products
Nonprofit Software
Nonprofit LMS
Nonprofit Courses
Project Management
Nonprofit Software
Program Management
Volunteer Management
Board Management
Compliance Tracking
Business Software
Chat for Business
Business CRM
Meeting Scheduler
Nonprofit Training
Training Catalog
Nonprofit Tools
Chat with Us
For Just 15 MinutesGet a Demo and a Free Trial
Book a demo today
Pick a Time that Works for You
Partnerships
Nonprofit Consultants
Nonprofit Associations
Pricing
Help & Contact
Want to See How it Works?
Book a Demo
Product Information
Product Help
View Roadmap
System Status
Get In Touch
Support Chat
Contact Us
About Us

Payment Methods

3

Removing a Payment Method
Adding a Payment Method
Adding a Payment Method

Billing History

2

Download an Invoice
Billing History

Dashboard

1

Board Management Settings

Dashboard

2

Compliance Alerts
Upcoming Deadlines

Sessions

5

Removing a participant from a session
Approve or Reject Session Participants
Manage Session Participants
Creating Sessions
Edit a session

Board Members

7

Restoring Archived Board Members
Permanently Delete an Archived Board Member
Deleting a Board Member
Edit a Board Member
Managing Committees
Adding Board Members in Bulk
Adding Board Members

Compliance Tracking

8

Compliance Tracking by Deadline
Compliance Tracking by Certification
Compliance Tracking by Employee
Exporting a Compliance Tracking Report
Compliance Due Dates
Assigning a New Compliance Course
Sending a Compliance Reminder
Tracking Employees Compliance

Time Tracking

7

Volunteer View
Deleting a Logged Shift
How to log out someone else
Adding time manually
How to log in
How to log out
Time Tracking

Important Dates

5

Adding a Board Deadline
View Meeting Information
Deleting a Board Meeting
Setting up a Board Committee Meeting
Setting up a Meeting for Board Members

Compliance Mapping

9

Global Compliance Mapping
Adding a New Certification Requirement
Deleting a Certification Requirement
Editing Certifications Information and General Details
Compliance Settings
Individual Compliance Mapping
Global Compliance Mapping
Certification Management
Compliance Mapping Overview

Event Management

5

Opening and Closing an Event Registration Manually
Track Attendance of an Event
Assigning an Event Roster
Editing an Existing Event
Creating an Event

Meeting Attendance

2

View Past Meeting Attendance
Report Meeting Attendance

Policy Documents

6

Deleting a Policy Document
Downloading a Policy Document
Finding Policy Documents
Import Policy Documents from OneDrive or SharePoint
Import Policy Documents from Google Drive
Upload Policy Documents

Voting & Decisions

7

Creating a New Voting Session
Send a Vote Request via Email
Recording Votes
Visualizing Voting History
Closing a Vote
Casting a Vote
Manage Board Votes and Decisions

Tasks

8

Uploading a Document
Uploading Files to a Task
Finding a Task
Deleting a Task
Changing a Task Status
Reassigning a Task
Editing a Task
Creating a New Task

Programs Management

5

Setting Up a New Program
Define Outcome Measures for Your Programs
Setting Organizational Program Goals
Add Expenses to a Program
Approving or Rejecting Program Registrations

Projects

14

Delete Files from a Project
Download Files from a Project Task
Removing Members from a Project
Changing a Project Status
Edit Project Details
Upload Files to a Project Task
Change a Project Task Priority
Marking a Project Task as Completed
Change a Project Task Status
Leave a Comment on a Project Task
Stop Timer for a Project Task
Start Timer for a Project Task
Create a New Task for a Project
Creating a New Project

Documents

2

Downloading a Document
Uploading a Document from Google Drive

Details

1

Organization Details Settings

Client Management

1

Adding Clients Manually

Applications

2

Volunteer Applications
Approving – Rejecting a Volunteer

Scheduling

5

Remove a Volunteer from a Scheduled Session
Assign a Shift to a Volunteer
Deleting a Volunteer Shift
Editing a Shift
Creating a Volunteer Shift

Form

4

Form Builder
Editing an Existing Form
Creating a New Form
Create a Form

Hibox - Files and Uploads

6

Uploading Files
Managing Subfolders
Moving / Copying Files
Personal File Folder
How to Search & Filter Files
How to Delete Files

User Management

4

Change Another User’s Password
Change a User’s Role, Department or Job Type
Activate / Deactivate Users
Edit User Information

Single Invitation

2

Inviting Multiple Users (Same User Types)
Add an Individual User

File Upload

1

Inviting Multiple Users (Multiple User Types)

Hibox - Chat and Streams

12

How to Start a Chat
Stream / Channels Privacy
How to Create Streams
Can I Delete the Public Stream?
How to Add and Remove Users from Streams
How to Designate Users as Stream Admins
How to Mention and Quote
How to Search for Messages
How to Add GIFs to your Messages
How to Delete Messages
How to Turn Off Stream Notifications
How to Close or Archive Streams

Hibox - Account

14

How to set your Profile Status
How to Get Started with Hibox
Do all my Colleagues Need to Create an Account?
How to Change Hibox Language
How To Edit Your Profile
How To Change Your Company Name
How to Set Notifications
How To Check the Dashboard
How to Check Billing Details
How to Reset/Change Password
How Multiaccounts feature works
How to Delete Your Own User
Can I Create an Account With a Personal Email ID?
How Can I Delete My Account and Remove All Data?

Business Apps Billing

2

How Billing Works
How to Check Billing Details

Hibox - Integrations

6

How to Integrate Google Drive, Box, and Dropbox
How to Use the Email Integration
Integrate Google Calendar
Create Meetings with Google Calendar
Integrating Outlook
Create Meetings with Outlook Calendar

Hibox - Reports

3

Dashboard
Chat History Tool
Auditing Log Tool

Hibox - Security

1

Data Security

Hibox - Videoconferencing

3

How to Start a Private Videoconference
How to Start a Group Videoconference
How to Share Your Screen

Hibox - Task Management

19

How to View Tasks Assigned to Me?
How to Edit Multiple Tasks at the Same Time
How to Create a Task from a Stream
How to Create Tasks from the Task View
How to Create Personal Tasks
How to Close a Task
How to Create Recurring Tasks
How to Create Subtasks
How to Use the Calendar View
How to Search and Filter Tasks
How to Export Tasks
How to Edit Tasks
How to Create a Task Template
Time Tracking
How to Delete a Task
How To Restrict Task Editing
Can I Assign a Task to More Than One User?
How to Add Comments and Attachments to Tasks
Change a Task Priority

Hibox Scheduler - Event Types

11

Add a Message for guests after a Meeting is Scheduled
How Can Someone Book a Meeting with Me?
Create a New Event
Edit an Existing Event
Allow Recurring Events
Create a Buffer Time Between Bookings
Set a Minimum Booking Notice
Hide Events from your Public Calendar
Setting up a Phone Meeting
Setting up a Face to Face Meeting
Viewing your Public Calendar

Hibox - Troubleshooting

2

Login Problems
How to Clear Browser Cache and Cookies

Hibox Scheduler - Bookings

3

Booking
Rescheduling Events
How can Guests add Additional Guests to a Meeting

Hibox - Users

5

How to Invite Users
How to Designate User Roles
How to Customize Permissions for User Roles
How External User Role Works
How to Deactivate and Delete Users

Hibox Scheduler - Availability

2

Set up your Availability
Choosing the Correct Time Zone

Hibox Scheduler - Integrations

3

Integrating with a Calendar
Integrating with Web Conferencing / Google Meet
Integrate Google Suite Accounts

Hibox Scheduler - Settings

5

Profile Settings
Verifying Your Email Address
Change the Language on Hibox Scheduler
Change your Password
Reset your Password

Hibox - Advanced Hibox Skills

3

Dragging Tasks and Files from the Right Side Panel
Keyboard Shortcuts
Dragging Tasks and Files

Hibox - Artificial Intelligence

1

Hi Bot A.I

Hibox CRM - Account

1

Hibox CRM Sign-up Process

Hibox CRM - Leads

5

Visualize All Deals
Creating a Person
Creating an Organization
Lead Groups
Lead Capture Form

Hibox CRM - Deals

4

Pipeline View
Editing a pipeline
Create a Deal
Pipelines

Incident Reports

4

Deleting an Incident Report
Update an Incident Report
Export an Incident Report
Create an Incident Report

Volunteers

5

Signing Up a Volunteer
Volunteers Legality & Compliance
Volunteer Custom Fields
Bulk Upload Volunteers
Adding a New Volunteer

Time Tracking

3

Enabling/Disabling “Auto-Approve Time Submissions” for Volunteers
Enabling/Disabling “Auto-Approve Shift Completions” for Volunteers
Add Manual Hours for Volunteers

Integrations

5

Requesting a New Integration
Removing Office 365 Integration
Microsoft 365 Integration
Removing Google Workspace Integration
Google Workspace Integration

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