HandsOn Connect Documentation
Topics
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Organizations 7
- Organization Record Basics
- How do organizations get added to your data?
- Creating a New Organization - (selecting the organization record type)
- Creating / Editing a nonprofit organization record
- The saved view of a nonprofit organization record and its related lists and custom links
- Creating / Editing a business organization record
- The HOC Customer Record
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Granting Contacts access to the public site and/or Sharing Portal 6
- HandsOn Connect Profiles (Public Site and Sharing Portal Overview)
- Granting a Contact Public Site Access as a Volunteer
- Granting Portal Access to a Volunteer Leader
- Granting Portal Access to Partner Staff who have registered their organization via the public site
- Granting one contact partner staff access to manage multiple organizations in sharing portal
- Removing a Contact's access to log in
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HandsOn Connect Flex Configuration (Advanced) 2
Can't find the answers here? Current HOC Customers can join us at one of our daily lab sessions:
No appointment is needed. Just come to the URL https://zoom.us/j/4624114111
Mondays: 2 - 3 pm Eastern
Tuesdays: 4:30 - 5:30 pm Eastern
Wednesdays: 2 - 3 pm Eastern
Thursdays: 2 - 3 pm Eastern
Fridays: Noon - 1 pm Eastern
Other Resources
Announcements and Release Notes
- Announcements
- Release Notes
Training for All Users (staff and administrators)
- Using the HandsOn Connect Public Site
- Getting to know Salesforce
- Volunteer Opportunities, Occurrences and Connections
- Working with Contacts & Organizations
- Teams
- Reports and Dashboards
- Using the Sharing Portal
Training for System Administrators
- Content Management System (CMS)
- System Administrator - Control Panel Settings
- System Administrator -- Intro to Customizing HOC to meet your business practices
System Administrator Resources
- Advanced System Administrator Guide
- Data Management for Salesforce Administrators
- Advanced Features for HOC 3.0
- Check-In Kiosk
- Verified Volunteers
- Click & Pledge
NobleHour
- NobleHour: Getting Started Guides