Once you’ve identified your key Elvanto users, you will want to send out login details so they can jump in and have a quick look before their training day. You will have created some access permissions for those key users during your account set-up. Make sure you assign these access permissions to the users you wish to attend training so that when they log in, they’ll have access to what they need. Once you’ve assigned everyone correctly, all you need to do is email the key users you want to log in to Elvanto.
Only Account Owners are able to access Elvanto from the Tithely Dashboard.
The ability to perform these actions is based on your access permissions. If you are unable to complete certain actions you are most likely missing access to perform these functions. Please contact one of the Super Admins on your church's account directly so they can extend your permissions to accomplish this task!
Send Key Users Their Login Details
Here’s how to send login details in Elvanto.
Within the email, share all the great things about Elvanto and how you’re excited about training (a bit of hype can help people get excited!) and add the following placeholder:
This magic little placeholder will generate a unique code for each individual user that is valid for two weeks. When they click the link, it will ask them to supply a username and password. Once they set this, it saves to the database, and they now have a login and are ready for training!
Some churches might prefer to set a username and password for each of their people, which is also fine.
Training can be done in many ways depending on skill level, past experiences and the total number of people attending training.
Your aim will be to get your key users to a level of understanding of the day-to-day tools in Elvanto and to get them thinking about the ways they can use the system to improve their systems and processes better.
Your team will probably love things like people views, people flows, forms and reporting, so make sure you give them a good demo of these features.
This is purely a guide, but some suggestions on training would be:
The difference between the Admin & Member Areas
The Admin Area side menu and that they have access to specific areas that relate to them
Dashboard widgets and customizing their dashboard
People: How to search for people, How to add a new person, How to create people views, How to contact people, How to mass manage people, View people’s profiles, View activity, Writing notes, Family members, Account tab (showing how to assign departments if they will be using services)People flows
Groups: Viewing groups, Adding people to groups, Reporting on attendance
Services: Adding services, Editing multiple services, Service plans, Rostering volunteers, Contacting volunteers, Submitting attendance
Reports: Custom reports, Built-in reports, Scheduling reports (email)
There may be other areas depending on the type of users attending training so feel free to chop and change.