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/Modify Template (PC Instructions)

  • View/Modify Template (MAC Instructions)

  • 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