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
- 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
- Language Translation Export & Import
- Downloading Gnosis using the "Microsoft Edge" Browser
Communications
- Email Guide: Tracking, Statistics, Removing Email Blocks and SPAM Flags
- New Email Editor Features (August 2022)
- Email Sender Setup in Communications Center
- HTML Content Templates
- Email Content Best Practices - How to Prevent Spam
- Delegating Email Editing to Outside Parties
Gift Management & Accounting
- Gift Processing - Getting Started & Overview
- Income Categorization & Classification
- Recording Gifts from Organizations
- Tracking Gift Deductible and Non-Deductible Amounts
- Configuring Your Contributions Tab
- Subscriptions, Invoices and Contributions Explained