How to log into DonorCentral as a Foundation Staff Member

I am a staff member of the foundation, how can I log into DonorCentral? What are some typical tasks that I would do as a staff member?

Answer:

1. Configuring the user for DonorCentral access in FIMS:

For any user, staff or donor\advisor, the first step is configuring the user correctly in FIMS. Once that is done, the user's information will be uploaded to DonorCentral and then will be able to log in.

Here are the steps for configuring new users in FIMS for DonorCentral access:

Register new users

2. Logging into DonorCentral: 

Once the staff or donor\advisor is configured in FIMS and the data is uploaded to DonorCentral, all users will follow these steps to log in. This guide is geared toward donors\advisors but the same steps apply to staff logging into DonorCentral:

How to Log into DonorCentral for Donors and Advisors

3. Staff tasks in DonorCentral

A. Staff permissions:

As a staff member, once you are logged into DonorCentral, they are several tasks you can perform depending on your permissions. List of permissions for staff users:

Maintaining Staff Codes 

Users

B. DonorCentral features and releases:

• Please see the DonorCentral production documentation for a complete list of DonorCentral product features:

Welcome to DonorCentral 

• DonorCentral Advanced Features:

DonorCentral Advanced Features 

• New features in DonorCentral:

What's New in DonorCentral

• Resolved Issues in DonorCentral:

DonorCentral Resolved Issues

C. Typical Staff tasks:

Some of the typical tasks a staff member would perform include:

• View an advisor's fund:

View Fund Details on the Funds page

• Checking the upload status:

Monitoring

• Importing suggestions into FIMS:

Import DonorCentral content into FIMS 

• Prepare fund statements to upload to DonorCentral:

Prepare Fund Statements 

• Checking user statuses, when a user logged in, what emails a user has received, see what funds a user is associated with and what permissions the user has on a fund, and view as advisor:

Users

• Upload resources:

Resources 

• Configure the DonorCentral Site:

Site configuration

Setup  

• Review Recommendations:

Unsubmitted Recommendations (Admin) 

Submitted Recommendations (Admin) 

Recurring recommendations (Admin) (document360.io)