Instructions for Group Administrators

As a Group Administrator, you have full control over your group’s space. Here’s how to manage everything:

1. Getting Started: The Dashboard

• Your Hub: The Dashboard gives you a quick overview of your group: total members, active funds, and upcoming birthdays.
• Customize Your Space: You can upload a group logo from the Dashboard. Click the “Upload Logo” button to select an image from your computer. This logo will appear in the header for all your members.

2. Managing Your Members

Go to the “Members” tab to see your full member list. On mobile, holding the phone horizontally (landscape mode) is advised for adding members.

• To Add a Single Member:
  1. Click the “Add Member” button.
  2. Fill in their details in the form that appears. You must set a temporary password for them, which they will be required to change on their first login.
  3. Click “Add Member” to save.
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• To Add Multiple Members at Once (Import from CSV):
  1. Click the “Import from CSV” button.
  2. Prepare a CSV file with the column headers: Name, Email, and Telephone.
  3. Select your CSV file in the modal window and click “Import Members”. All imported users will be assigned a default password and prompted to change it on their first login.
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• To Edit a Member:
  1. Find the member in the list and click the pencil icon on the right.
  2. Update their information in the modal and click “Save Changes”.
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• To Change a Member’s Role:
  1. On the members list, you can use the dropdown menu in the “Role” column to switch a user between “Member” and “Admin”.
  2. Note: You cannot remove administrative rights from the last remaining admin to prevent being locked out.
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• To Delete a Member:
  1. Click the trash icon next to the member you wish to remove.
  2. Confirm the deletion. This action cannot be undone.
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3. Managing Finances with Funds

Go to the “Funds” tab to manage group contributions for specific goals.

• To Create a New Fund:
  1. Click the “Create Fund” button.
  2. Fill in the details: a name for the fund, a description, a fundraising goal, and a deadline.
  3. Choose the visibility: “Transparent” (all members can see who contributed and how much) or “Aggregated” (members can see contributor names but not individual amounts).
  4. Click “Create Fund”.
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• To View a Fund and Add Contributions:
  1. Click the “View Details & Ledger” button on any fund card.
  2. This opens a modal showing all contributions.
  3. To manually log a new contribution, click “Add Contribution”, select the member (or choose anonymous), enter the amount, and save.
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• To Update a Fund’s Status:
  1. Inside the Fund Detail modal, you can use the dropdown to change the status to “Active”, “Closed”, or “Disbursed” to keep members informed.
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4. Reports and Exports

Go to the “Reports” tab for data exports.

• You can export a complete list of your members, including their contact details and roles, into a CSV file by clicking the “Export Member List (CSV)” button.

Instructions for Group Members

Welcome to your group’s space! Here’s how to navigate the app.

• Logging In: Use the email and password provided by your group administrator. If it’s your first time logging in with a temporary password, you will be required to set a new, permanent password for your account security.
• Dashboard: Your landing page shows you key group information at a glance, including a list of members with upcoming birthdays.
• Members Tab: Click here to see a directory of all members in your group.
• Funds Tab:
  • Here you can see all the fundraising initiatives for the group.
  • Click “View Details & Ledger” on any fund to see its progress and a list of contributions.
  • Depending on the fund’s settings, you may see full details (names and amounts) or only a list of contributors’ names.