Adding Profiles to Elvanto


This article serves as a practical walkthrough, guiding you step-by-step through the process of manually adding profiles to your Elvanto database, whenever information has been collected in written form or non-digital format (e.g. new guest cards, tithe envelopes, etc.). 

How to Add a New Profile

  1. Log into the Elvanto Admin Dashboard.
  2. Select People.
  3. Select Add Person.
  4. Choose which People Category you would like to assign to this profile
    Note: Take a look at this help article to learn more about People Categories.
  5. Enter all personal information.
    Note: first and last name are required fields by default), assign Access Permissions, Demographics, and fill in any custom fields. 

    Screenshot 2023-12-06 at 12.12.16 PM.png

  6.  Scroll to the bottom of the page to assign:
    1. Volunteer Status
    2. Login Credentials
      Note: Elvanto will automatically generate a username based on first and last name. However, it is recommended to assign the person's email address as their username.
    3. Reports to Person
    4. Departments
    5. Groups
    6. People Flows 
  7. Click Save throughout this process to capture all your information. 

How to Add a New Family

  1. Log into the Elvanto Admin Dashboard.
  2. Select People.
  3. Select All People.
  4. Select Add Family.
  5. Choose which People Category you would like to assign to this family unit (take a look at this help article to learn more about People Categories)
  6. Enter all general family information and click Save or Next
  7. Take a look at this next help article for an in depth guide on adding new families to Elvanto. 

 

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