CONTENTS - Getting Started

• Introduction
• GrowthZone Privacy Policy
• Submit or Vote On Ideas- UserVoice forum
• View Product Updates
• Browsers Supported

Working with the Dashboard

• Dashboard - Getting Started Tab
• Dashboard - Action Center Tab
  • Move a Dashboard Widget
  • Edit Widget Settings
  • Add A Widget to Your Dashboard
  • Remove a Widget From Your Dashboard
• Setup Basic Account Settings
  • Setting Time Zone & Organization Logo
  • Display Country on Contact Profile
  • Enable Printing Pop-up Windows
  • Setup your Terminology
  • Custom Fields
  • Genders

Review your Organization Information

Special Topic: Contact Records for Testing

Manage Staff Access Levels

• About Access Levels
  • Setup Access Levels
    • Create a new Staff Access Level
    • Special Case: Staff is also a Member
• Manage Staff Users
  • Add Staff Member to the Database
  • View Staff Users
  • Change Staff Access Level
  • Resend Staff User Credentials Setup Instructions
  • Send Staff User Password Reset Instructions
  • Disable Staff Login
  • Re-enable a Staff User
  • Delete a Staff User
  • Reassign Staff
• Subscribe to Automated Staff Notifications
• Categories
  • Category List Options
  • Create a Category List
  • Add a Category to a Category List
  • View Directory Categories
  • Add Categories to your Directory
  • Reassign Categories (COMING SOON)
• Directory Display Settings
  • Setup Directory Display Options
  • Understanding the Directory Display Options
  • Directory Display "Ribbons"
  • Enhanced Directory Add-on Module
• Setup your Directories
  • Create a New Directory
  • Edit Directory Settings
  • Enable Directory Filtering by Custom Fields
  • Special Topic: Font Awesome Icons
• Publish GrowthZone Content to your Website
• Setup Your Document Templates
  • View or edit a document template (PC and Mac)
  • Custom Invoice w/a Special Logo
  • Upload a Document Template
  • Create a Custom Badge Template from scratch
  • Add Merge Fields to a Document Template
    • Available Invoice Merge Fields
    • Add Custom Fields to Invoice Templates
    • Available Merge Fields for Cover Letters
    • Available Merge Fields for Avery Name tags
    • Available Merge Fields for Continuing Education/Certificates
      • Individual Custom Fields - Component Certificates
      • Individual Custom Fields - Certification Rosters
• Getting Started - Special Topics
  • Managing Multiple Database with GrowthZone
    • Add Staff Member with Access to Multiple Databases
    • Switch from One Database to Another
  • Configure Designations