Introduction
Our November 2024 LegFi webinar covers the items incoming/new admin of LegFi accounts should need to know in order to use LegFi at the most basic level.
Audience
This webinar is perfect for both new LegFi users with Admin permissions or outgoing officers that would like to learn about the topics they should cover when training incoming admin.
Topics
- Dashboard
Learn about the different widgets on the Dashboard and where the data pulls from
- Organization Information
Confirm your organizations information is up to date, a preferred billing method is set for subscription fees, and how to edit user permissions in mass.
- Roster Management
Learn how to add new members in mass or one at a time, archive members, and add contacts. Additionally, learn how permissions can be edited from this page as well.
- Review Financial Accounts and Treasury Cards
Deactivate old Treasury Cards, add cards for current officers, and add Treasury Accounts/ link external bank accounts as needed.
- Invoice Members
Set up invoices for the next month or the entire term to ensure your organization has cash flow for all your upcoming expenses.
- Track Member Payments
Learn where to review member payments and how to manually add them.
Webinar Recording
Related Resources
- Update Membership Statuses
- Create Groups
- Edit Groups
- Invoicing Members
- Add a Treasury Account
- Add Treasury Cards
- Payables
- Add Events
Please note that phone numbers from this video have changed. For assistance, use the support widget within LegFi.