Once you’ve identified those key users, prior to training you will want to send out login details so they can jump in and have a quick look before training day.
You would have created some access permissions for those key users during account set up so they have access to what they need. Make sure you assign these access permissions to the users you wish to attend training, so when they log in they’ll have access to what they need.
Once you’ve assigned everyone correctly, all you need to do is email the key users you want to login to Elvanto. Here’s how to send login details in Elvanto.
Within the email share all the great things about Elvanto and how you’re totally excited for training (a bit of hype can help people get excited!) and add the following placeholder:
This magic little placeholder will generate a unique code for each individual user that is valid for two weeks. When they click the link it will ask for them to supply a username and password. Once they set this, it saves to the database and they now have a login, ready for training!
Some churches might prefer to set a username and password for each of their people which is also fine. It just might be a bit slower ;)
Training can be done in many ways depending on skill level, past experiences and the total people attending training.
Your aim will be to get your key users to a level of understanding the day-to-day tools in Elvanto, and to get them thinking about the ways they can use the system to better improve their systems and processes.
Your team will probably love things like people views, people flows, forms and reporting, so make sure you give them a good demo of these features.
This is purely a guide but some suggestions on training would be:
The difference between the Admin & Member Areas
The Admin Area side menu and that they have access to specific areas that relates to them
Dashboard widgets and customizing their dashboard
PeopleHow to search for peopleHow to add a new personHow to create people viewsHow to contact peopleHow to mass manage peopleViewing people’s profilesViewing activityWriting notesFamily membersAccount tab (showing how to assign departments if they will be using services)People flows
GroupsViewing groupsAdding people to groupsReporting on attendance
ServicesAdding servicesEditing multiple servicesService plansRostering volunteersContacting volunteersSubmitting attendance
ReportsCustom reportsBuilt-in reportsScheduling reports (email)
There may be other areas depending on the type of users attending training so feel free to chop and change.