Engage Administration

🗓️ Times / Location

Wednesday, Sep 23 | 9:45 - 11:00 Ballroom D
Thursday, Sep 24 | 8:15 - 9:30 Ballroom C

👤 Trainers

Hannah Roethle
Jennifer Nelson

📄 Class Topics

What is Engage?

What can you do with Engage?

Getting Started

• No additional cost with any SAAS or Cloud plan

• Merchant account if using Engage Giving

• Assigned a unique URL you can use

User Permissions

• How to create Engage Administrators

Engage Settings

• Organization

• Member Changes

• Groups

• Publish Engage

Organization Directory

Logging Into Engage

• Creating an Account

• Matching Email Address

• Email Address Not found

Engage People

• Profile Privacy Settings

• Profile Preview

• Groups

Managing Engage Credentials (Individual Record)

• Change, Clear, and Transfer an Individual’s Engage settings

• Engage Roles

  • Standard

  • Administrator 

Merging Accounts

Accessing Engage on a User’s Behalf

📁 Related Resources