Initial onboarding checklist
Some key elements of Operoo which a Group Administrator should check as an initial priority
are as follows:
- Compare SMS Membership with the profiles
listed in Operoo. If there are
youth members who do not have a profile in Operoo it will most likely be due to them not having
a nominated email address in SMS. Missing adult members in Operoo will most likely
be due to them not having an email address recorded in SMS.
- Check for any red profiles in Operoo. This means
their recorded email address is invalid and the member’s family are not
receiving emails from Operoo. Ascertain the
correct email address in SMS.
- Review the Staff are assigned to each Section.
You will be able to see the Staff allocation in the bottom right-hand corner of
Operoo.
·
Organisation Settings – there
are a number of system settings in Operoo which the Administrator can change by
clicking on “Settings” then “Organisation Settings”:
- Contact details for the Group – the
Administrator should change the “Administrator name”, “Administrator title” and
“Administrator email” fields to reflect their own details. Any local emails to
Group members will then appear to come from them and replies will also go to
them. If this is not done then any local emails will appear to come from the
hierarchy head.
- Frequency reminder emails – this field is used
to control the frequency of reminder emails to Group members. “5 days” is the
default option.
- Allow Staff to create eForms – by clicking
this box Staff will be able to create an eForm and attach members to it,
although the eForm will still need final approval (enabling) by the
Administrator.
- Allow Staff to enable eForms – this is off by
default. If you wish Staff to be able to create and send eForms for the Group
then enable this option. Leaving this option off means that one of the
Administrators must check and enable the eForms when they are ready to be sent.
- Decide if the Group is going to use Operoo to
accept payments using eForms. Stripe is the supported payment gateway. If your Group is already using Stripe within Xero you can use the same Stripe account within Operoo. See How does an Administrator set up the Payments Feature?
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