Simon Solutions

We would like to host a group training in a computer lab setting. Is there an instructional, training video that we could use?

CharityTracker Training Video For Group Session

What Is CharityTracker?

Here are a couple videos to introduce you to reporting and also share some best practices.

Reports Overview Videos

Getting a basic understanding of how reports work.

Reports Overview Training Video

CharityTracker Plus Administrator Training

A comprehensive training video to learn the ins and outs of CharityTracker Plus

CharityTracker Plus - Training

CharityTracker Plus Presentation

CharityTracker Basic Admin Training

CharityTracker Basic Presentation

CharityTracker HMIS Intro

CharityTracker For Non Profits Presentation

Faith Based CharityTracker Demonstration

Joey Yarber

Greg Hammond

Kyle Minckler

CharityTracker

Phone Support  (M-F 8-5 Central) - 888.764.0633

support@charitytracker.net

support@oasisinsight.net

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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