Training Curriculum - System Administration

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

Click on the link below to access a list of other foundational articles/guides that can help you become more proficient in using Gnosis Pro and to learn what to do when you encounter issues using your Gnosis Application. Feel free to skip any articles in the list below that you have already read from the previous section.

• Basic Gnosis Operation
• Gnosis Won't Run After Install
• Downloading Gnosis using the "Microsoft Edge" Browser
• Setting Up Gnosis on A Standalone Computer
• Installing Gnosis Pro on an Apple Mac
• Installing a Special Version of Gnosis Pro

Administrator-Focused Basic Training

The lessons in the following articles 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 Users & Security (Video)
• Editing Password Reset Email & Other System Email Messages
• Updating Your Organization Contact Information
• Setting Up Two Factor Authentication (2FA / TFA)
• Custom Domains
• HIPAA Compliance
• Setting Up Member Number Ranges
• Refreshing Local Schema & Settings
• Implementation Export Lists
• Tagging Person Records in Gnosis
• Person Status Indicators & Kiosk Monitor Alerts

Gnosis Tool Training

The articles below will assist you in becoming acquainted with various Gnosis tools. These tools and functions will aid you in managing data effectively.

• Language Translation Export & Import
• Document Library Space Considerations
• Managing Financial Document Templates
• Administering Reference Data (video)
• Attribute Management
• Registrant Category Setup for In-Person and Virtual/Remote Attendance
• Setting Up Zoom Meeting Integration
• Uploading or Updating Data Using the Data Import/Upload Manager
• Attributes - Bulk Setting and Moving Data
• Performing NCOA Address Processing