User Support
Articles, videos, and reference resources to assist you with using Gnosis. Articles are grouped by Gnosis feature area.
Basic Gnosis Operation
- Logging In to Gnosis
- Installing Gnosis Pro
- Logging in with Two Factor Authentication (2FA) Enabled
- Person & Organization Tabs Layout
- Household Basics - Primary Household, Name and Salutation, Head of Household, Preferred Name
- Persons with Multiple Household Records
Gnosis System Administration
- Gnosis Won't Run After Install
- Editing Password Reset Email & Other System Email Messages
- Setting Up Two Factor Authentication (2FA / TFA)
- Registrant Category Setup for In-Person and Virtual/Remote Attendance
- Custom Domains
- New Staff Setup for Gnosis Access
Subscriptions Management (Recurring Gifts)
- Automated Subscription Billing Schedules
- Subscriptions Overview (Pledges and Recurring Gifts)
- Creating a New Subscription Type and Subscription Option (Subscriptions, Pledges, Recurring Payments)
- Adding a New Subscription for a Person or Organization
- Subscription Billing Runs
- Working With An Existing Billing Run
Contact Management
- CancerSupportSource Integration for CSC Network Partners Only
- Contact Management Templates
- Contact Management Service Type & Resource Type Filtering
- Contact Management Zoom Reminders
- Contact Management Entries: Tracking Participant Support Sessions or Development Notes
- Using Zoom Meetings in Contact Management
Implementation Resources
- Where to Start in Your New Database
- Member Data/Process Training Follow-ups
- Donor Data/Processes Training Follow-ups
- Volunteer Data/Processes Training Follow-ups
- Event Entry/Settings Training Follow-ups
- Event Registration and Attendance Training Follow-ups