Login Page
From the Screen One (as described above) Instruction Page, an administrator can access account information utilizing the login they created previously. The following links will be displayed: General Manager, Help, Modify Password, and Log Out. An administrator will also have access to the same links as an Accountant.
General Manager
Manage the following features: Religious Organizations, Schools, Activities, Display Manager, User Manager, Website Design, E-mail Design and Identifier.
- Schools or Organizations -
View existing schools/organizations listed in the database. A school has a name, description, and an identifier. Edit, delete, inactivate, or add a school.
- Activities -
View existing activities listed in the database. A club has a name, description, and an identifier. Edit, delete, inactivate, or add a club. When creating a new club, it can be linked to any number of schools.
- Display Manager -
Specify how many schools and how many activities will appear under each school.
- User Manager -
Change account holder profile information. Create other admin users. An admin and accountant user consists of a username, first and last name, email, and phone, along with a user level. A matching fund company user will have a percent to match or amount scale to match attached to their profile. An administrator will be able to email any user their username and password. An administrator will be able to look up any user, username or password.
- Website Design -
This feature allows the input of a header and footer for customization. This will enable your Public Schools to change the look of the entire application. The Screen One Instruction page will be customizable to enable your Public Schools to put new content on this page as needed from time to time.
- Email Design -
This feature allows for the input of a header and footer for the emails that are sent from the system. The header and footers will be both html and plain text. The content of these emails are fully customizable.
- Identifier -
The identifier for schools and activities will match the existing accounting codes used by your Public Schools Accounting program. This will allow your Public Schools Accounting department to properly post to the Districts general ledger. The codes can then be used to translate the donations into a 22 digit District account code.
Help
Instructions on how to use the features of DS Contributions will be provided. Administrator will have full access to help menus for all user categories (i.e. public donors, matching funds, accountant).
Modify Password
An administrator may change their password.
Log-out
Administrators will have the option to log-out. |