Engage Administration

🗓️ Times / Location

Tuesday, Sep 23 | 9:45 - 11:00
Tuesday, Sep 23 | 1:45 - 3:00

Rockbridge Reserve

👤 Trainer

Julianne Manning

📄 Class Topics

What is Engage?

What can you do with Engage?

Getting Started

• No Additional Cost with any SAAS or Cloud plan

• Merchant Account if using Engage Giving

• Assigned a Unique URL You Can Use

User Permission

• How to Create Engage Administrators

Engage Settings

• Organization

• Member Changes

• Publish Engage

Organization Directory

Logging Into Engage

• Creating An Account

• Matching Email Address

• Email Address Not found

Engage Privacy Settings

• Profile Settings

• Profile Preview

Managing Engage Credentials (Individual Record)

• Change, Clear, and Transfer an Individual’s Engage settings

• Engage Roles

  • Standard

  • Administrator

Processing New Accounts

Merging Accounts

Accessing Engage on a User’s Behalf

Web Ministry Tools

• Creating a Tool

• Options

• Publish

• Church Profile

• Users

📁 Related Resources

For other resources and related articles over Engage Administration, check out the CDM+ Engage section in the CDM+ Help Center.