TeamKinetic is a powerful volunteer management tool with a huge amount of functionality to suit every type of organisation. The key to maximising its impact on your volunteer programme is the configuration options. This training session covers a basic introduction to the different types of users and how to set up your TeamKinetic system to work specifically with your organisation. Do you want external organisations to be inducted before they can create opportunities? Do you want external organisations to be able to register at all? All these types of settings will be explained in detail during this extensive configuration training session.

Who Should Attend?

Either new administrators OR existing administrators who would like a full refresher on the configuration options available within TeamKinetic.

What does it cover?

Introduction

  • Key benefits
  • User types explained

First Steps

  • Organisation profile page
  • Changing the About Us page and T&Cs
  • Linking to social media accounts
  • Customising the look and feel of your site
  • Customising registration & volunteer profile fields
  • Configuring opportunities
  • Setting up electronic reference Forms

Users and Administrators

  • Configuring user access to your system
  • About trusted providers
  • Creating admin accounts

Communication and Information

  • Auto SMS & email communications
  • Customising emails
  • Document hub (Adding files for access by other users)

Reporting and Data

  • Setting up custom geographical areas for reporting
  • APIs and Widgets
  • Customising achievement badges & award badges

Other general settings

All the other settings that are available and what they mean for your organisation and programme.

Questions and Workshops

Any questions will be answered and workshopped in the final segment, helping you to apply what you have learnt to your own unique programme.

How do I sign up?

You can access this training from your HELP > EXTRA TRAINING menu. Purchase the number of credits you need and then click on the BOOK button and select your dates.

You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’