Clients may use the following list when they have a change in administrators (such as adding a new administrator to the team). This list covers the areas of Neon Fundraise an organization would need to update with a new administrator's information. Additionally, this list provides links to resources wherein a new administrator can learn many of the basic functions they may need to perform in Neon Fundraise.
Content
- Change the Administrator Settings
- Learn How to Perform Administrator Functions to Maintain Campaigns
Change the Administrator Settings
Note: If your organization is locked out of the system due to having no active administrators enabled in the system, send an email from your organization's domain to Neon One Support.
1) Add the new administrator to Neon Fundraise.
- Resource: How to Add Administrators
2) Modify the new administrator's security level.
3) Update the new administrator's notification settings.
Learn How to Perform Administrator Functions to Maintain Campaigns
Learn how to take over the day-to-day maintenance of Fundraise, including:
1) Learn to make basic changes to the website (i.e., updating images, text menu options on your website).
- Resource: Site Builder (Neon Fundraise) - Academy course
2) Learn how to manually enter and verify an offline donation, for checks and cash your campaign receives:
3) Learn how to add and edit offline registrations, for fundraisers and other registrants:
- Resource: Offline Registrations for Administrators
4) Learn how to process a refund and delete a donation.
- Resource: How to Refund and/or Delete a Donation
5) Learn how to relaunch and/or replicate a campaign.
- Resource: Relaunching and Replicating Campaigns (Neon Fundraise) - Academy course
Additional topics are thoroughly covered by the courses in the Academy. The courses, as organized on this page, are laid out in a progressive learning order.