Navigation enhancements

As we’ve made enhancements to navigation, some feature areas have moved or been renamed to make it easier to navigate the CSRconnect Admin Portal. Review the list below to find where to access feature areas.

Report

  • Reporting features, such as Insights Dashboard, Data Feeds, Standard Reports, Charitable Funding, Ad Hoc, and Impact Edge - Admin tools, Reporting

  • Reporting settings - Community setup, Reporting, Settings

  • Ad Hoc reporting users - Community setup, Reporting, Ad Hoc Reporting Users

Jobs and Imports

Jobs and Imports - Community setup, Jobs and Imports

Users

  • Manage Roles - Admin tools, User Management, Manage Roles

  • Ad Hoc Reporting Users - Community setup, Reporting, Ad Hoc Reporting Users

  • Non HR Employees - Admin tools, User Management, Non-HR Employees

  • Employee Search - Admin tools, User Management, Search

  • Manage Email Exemptions - Community setup, Users, Email Exemptions

Engagements

Manage Engagements - Admin tools, Engagements, Engagement Elements

Community Settings

  • Community Branding - Community setup, Community, Community Branding

  • Home Page Design - Community setup, Community, Home Page

  • Splash Modal Manager - Admin tools, Engagements, Splash Modals

  • Message Banners - Admin tools, Engagements, Message Banners

  • Help Page Design - Community setup, Community, Help Page

  • Charity Custom Designations - Community setup, Community, Custom Designations

  • Proxy - Community setup, Users, Proxy

  • SSO Error Messages - Community setup, Users, SSO Error Messages

  • Privacy Policy Design - Community setup, Community, Privacy Policy

  • File Upload - Community setup, Community, File Upload

  • Surveys - Admin tools, Engagements, Surveys

Fundraisers

  • Fundraisers Manager - Admin tools, Program Management, Fundraisers

  • Communication Settings - Community setup, Fundraising, Communication Settings

  • Fundraiser Settings - Community setup, Fundraising, Fundraiser Settings

  • Record a Fundraiser - Community setup, Fundraising, Record Fundraisers

Give Settings

  • Cart Flow Settings - Community setup, Give, Cart Flow

  • Employee Category - Community setup, Give, Employee Category

  • Match Settings - Community setup, Give, Match Settings

  • Questionnaires - No longer used

  • Cause Cards - Admin tools, Program Management, Cause Cards

Groups

Programs - Community setup, Group Programs

Budgeting

  • Corporate Cap - Community setup, Incentives, Corporate Caps

  • Manage Budgets - Community setup, Incentives, Budgets

  • Employee Caps - Community setup, Incentives, Employee Caps

Incentives

  • Programs - Community setup, Incentives, Programs

  • Incentive Management - Admin tools, Program Management, Incentive Requests

  • Incentive Page Settings - Community setup, Incentives, Page Settings

Volunteer

  • Volunteer Campaigns - Community setup, Volunteer, Volunteer Campaigns

  • Opportunity Manager - Admin tools, Program Management, Opportunities

  • NPO Event Manager - Admin tools, Program Management, NPO Events

  • Company Organizations - Community setup, Volunteer, Company Organizations

  • Volunteer Impact - Community setup, Volunteer, Volunteer Impact

  • VTO Approvals - Admin tools, Program Management, Volunteer Time Off (VTO)

  • Volunteer Grant Requests - Admin tools, Program Management, Volunteer Grants

  • NPO Event Settings - Community setup, Volunteer, NPO Event Settings

  • VolunteerMatch Settings - Community setup, Integrations, Volunteer Match

  • CRA Manager - Admin tools, Program Management, CRA Requests

  • Individual Activity Email - Community setup, Volunteer, Individual Activity Email

  • Event Settings - Community setup, Volunteer, Event Settings

  • Communication Settings - Community setup, Volunteer, Communication Settings

  • Record Individual Activity - Community setup, Volunteer, Individual Activity Settings

  • Search Settings - Community setup, Volunteer, Search Settings

  • Skills - Community setup, Volunteer, Skills

Integrations

  • External API Keys - Community setup, Integrations, External API

  • Webhooks - Community setup, Integrations, Webhooks

Features

Onboarding - Community setup, Users, Onboarding

Processing Settings

Transaction Redirects - Community setup, Give, Transaction Redirects

Payroll Deductions

  • Deduction Files - Community setup, Give, Payroll Deductions, Deduction Files

  • Compare Files - Community setup, Give, Payroll Deductions, Compare Files

  • Payroll Reconciliation - Community setup, Give, Payroll Deductions, Payroll Reconciliation

  • Payroll Schedules - Community setup, Give, Payroll Deductions, Payroll Schedules

  • Payroll Reconciliation Settings - Community setup, Give, Payroll Deductions, Payroll Reconciliation Settings