Admins

Communications

• How do I make an announcement?

Settings

• How do I create a survey?
• How do I edit the emails that come from InvolveSoft?
• How do I know when emails are triggered through the system?

Insights

• How do I get reports for all the activity on the platform?

Account

• How to send activation emails to inactive users
• Add New User
• Add/Remove Co-Admins
• Send Activation Emails to Users
• Update User Sign Up Process
• Update/Change Employee Resource Groups [ERGs]

Company Profile

• How do I add a message before a user signs up?
• Update Social Media Hashtag

Communities

• How to Add Members to a Community
• How do I assign a coordinator or champion to a community?
• Create New Community
• Delete a Community

Events/Opportunities

• How do I set up coordinators?
• How do I remove a volunteer from the RSVP list?
• Uploading a Donation Drive Opportunity
• How to Navigate to Upcoming or Past Events using Communities
• Send Event Email
• Download past event data