Admin Tutorials

Organization Setup

• Setting Up Your Initial Fiscal Year Calendar (Admins)
• Adding and Editing Fiscal Year Calendars (Admin)
• How Do I Create Teams?
• Setting Up Clearinghouse Vendor and Fees

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

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

Homepage Customization

• Selecting or Changing the Main Shopperations Admin
• Managing Homepage Announcements

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