Admin Guide

For nonprofit staff managing the platform

Getting Started

• Platform overview
• First login & setup wizard
• Multi-tenant & switching

Dashboard

• Reading your dashboard

Donations

• Donations Hub
• Donor CRM & LTV
• Recurring donations
• Tax receipts
• Stripe Connect & settings

Grants

• Grants Hub
• GrantHub Lite (free tier)
• Discovery
• Applications & pipeline
• AI Writer

Project Management

• Project Management Hub
• Projects & tasks

Membership

• Member directory
• Volunteers & hours

Events

• Events Hub
• Tickets & RSVP

Content & CMS

• Page Hub
• Library Hub
• Tools Hub
• Content type schemas
• Page builder reference
• Media library reference

Marketing

• Email campaigns & drip
• Social media
• Direct mail
• Google Ad Grants

Scholarships

• Scholarship management

Settings

• Site Settings (tour)
• Organization profile
• Team & permissions
• Billing & plan