System Administration Training

Introduction

This article will get you started with the basics of Gnosis Administration and familiarize you with the Administrative aspects of the system.  Administrator rights should ideally be provided to a handful of staff and each of those users should review at a minimum the following items:

Getting Familiar with Gnosis

First, if you have not familiarized yourself with the basics of the Gnosis system, you should start with the 30-minute video(first item below) that covers the basics of the system.  Once you have completed this video, move on to reviewing the remainder of the articles in this section. The list below directly applies to your training as a Development Associate/Bookkeeper using Gnosis:

• Getting Started with Gnosis (30-minute video)
• Person & Organization Tabs Layout
• Household Basics - Primary Household, Name and Salutation, Head of Household, Preferred Name
• Record Linking (Households, Relationships, Organizations)
• Searching For Person & Organization Profiles
• Deleting, Erasing & Merging
• Merging Duplicate Organization Records
• Updating Gnosis Pro

Administrator-Focused Basic Training

The following lessons should also  be mastered by all users with Administration permission once you are familiar with the basic system:

• New Staff Setup for Gnosis Access
• Adding New Database Users & Setting Up User Access Permissions
• Administering Reference Data (video)
• Attribute Management
• Editing Password Reset Email & Other System Email Messages
• Registrant Category Setup for In-Person and Virtual/Remote Attendance
• Updating Your Organization Contact Information
• Managing Financial Document Templates