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You have already uploaded all your employees into the platform and you want to be able to manage your existing employee, add a new one or even make donations on their behalf. There are two employees screens: one is in “My Company” and allows you to do day-to-day tasks such as making a donation on behalf or registering specific employees to an opportunity. The other one is on “Settings” and allows you to edit, add and remove employees.


  1. Adding new employees 
  2. Adding new employee types
  3. Adding new business units
  4. Managing donations and registration on their behalf 
  5. Exporting your employees details