Chris Hallgren

Overview Super Admins can create new charities in an organization. New charities can have custom settings to fit their workflow.  In this article, we’ll go over how to create a new charity.    Crea...

Overview Bequest types are a way to categorize bequests. New bequest types will appear as options in all charities in your organization.  In this article, we’ll go over how to create a new bequest ...

Overview Document types are a way to categorize files uploaded to the bequests and decedents. New document types will appear as options in all charities in your organization.  In this article, we’l...

Overview Admins can invite users to a charity they have access to. For more information on adding users as an Admin see the article Invite a New User. Super Admins can add new users with access to ...

Overview Super Admins can update charity information and settings at any time. In this article, we’ll go over how to edit a charity and manage its settings.   Edit a Charity First, locate the chari...

Overview Bequest types are a way to categorize bequests. Super Admins can update bequest type labels or remove bequest types and their associated records permanently.  In this article, we’ll go ove...

Overview Document types are a way to categorize files uploaded to a bequest or decedent. Super Admins can update document type labels, make document types inactive, or remove document types and the...

Overview Super Admins can update user info and remove users from the system. In this article, we’ll go over how to update and remove users.   Update a User To update a user, first find and open the...

Overview Super Admins can inactivate charities, preventing them from being used until reactivated. Inactivated admins still retain their existing records and statistics. This article explains how t...

Overview Super Admins can inactivate users, preventing them from logging in until reactivated. Inactivated users still appear in comments and activity records. This article explains how to inactiva...