Admin Tutorials

Homepage Customization

• Managing Homepage Announcements

User Management

• 👥 Inviting & Managing Users from the Home Page (For Admins)
• How Do I Add New Users?
• What are the different user roles in Shopperations?
• How Do I Delete Members of My Organization?
• What are team access permissions?
• How to Update User Roles

Organization Setup

• Setting Up Clearinghouse Vendor and Fees
• How Do I Create Teams?
• How do I Set Up My Fiscal Year Calendar?

Managing Lists

• Managing Event Initiatives
• Managing Your Vendor List
• Managing the Media Type/Tactic List
• Uploading and Editing Your Product List
• Enabling and Using Budget Timing Settings
• Optional Required Initiatives and/or Tag fields

Customizing Terminology

• How to Set Custom Names for Budget ID and Order ID
• How to Create Custom Event Status Sub-Labels

Custom Field Management

• Creating and Managing Custom Fields for Events (Brief Tab) Overview
• How to Create and Manage Custom Fields for Tactic Brands/Products
• How to Create and Manage Custom Fields for the Invoice Sidebar