FAQ Overview

1. After subscribing to Humble Organizer, go to https://humbleorganizer.com/portal/login.

2. Enter the email address and password that you used during the sign-up process.

3. Click the "Sign In" button to proceed. This will take you to the customer portal.

4. Once you're on the customer portal, navigate to the "My Organizer" page. Here, you will find important details about your site.

5. On the "My Organizer" page, you'll see a link to access your Humble Organizer site, along with the default administrator login credentials.

6. Please note that if the administrator login credentials are changed, they will not automatically update on this page. Make sure to keep track of any updates or changes you make to the login credentials.

7. Click on the provided link to open your Humble Organizer site in a new browser tab or window.

8. Use the provided administrator login credentials to log in to your Humble Organizer site.

9. Once logged in, you'll have access to the administrative features and functionality of your site.

Remember to keep your login credentials secure and consider changing the default administrator password for enhanced security.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. Once logged in, navigate to the administrator section of the menu.

3. In the administrator section, locate and click on the "Settings" option.

4. Within the settings menu, find and click on the "Online Payments" option.

5. On the Online Payments page, you will see the status of your online payments setup. If you haven't set up online payments yet, you'll see an option to "Setup Online Payments." Click on this button to begin the setup process.

6. Complete the Banking and Business Information: Follow the prompts and provide the required banking and business information to set up your online payment processing account. This information typically includes your business name, address, bank account details, and tax identification number. Make sure to enter accurate and up-to-date information.

7. Verify and Approve: After you've submitted your banking and business information, your payment processing account will undergo verification and approval. This process may take some time, as the payment gateway provider needs to review your information. You will receive updates regarding the progress of your application.

8. Check Online Payments Status: Once your payment processing account has been successfully verified and approved, you will see a "Successful" status on the Online Payments page. This indicates that your online payments setup is complete and ready for use.

9. Manage Your Payment Account: On the Online Payments page, you will find a "Manage" link next to the successful status. Click on this link to access and make any necessary changes to your payment processing account. Here, you can update your banking details, business information, or other settings as needed.

10. Enable or Disable Online Payments: To enable or disable online payments for your site, you can use the toggle switch provided on the Online Payments page. This gives you the flexibility to control the availability of online payment options based on your organization's needs.

Congratulations! You have successfully set up online payment capabilities for your Humble Organizer site. You can now accept online payments from members, utilize the online giving pages for donations, and allow members to set up recurring payments.

If you encounter any difficulties during the setup process or have further

Description:
User status refers to the classification or designation assigned to members in your organization within the Humble Organizer system. It helps you manage and categorize members based on their current status. By default, Humble Organizer provides three pre-defined statuses: Active, Inactive, and Deceased. However, you have the flexibility to customize and create additional statuses to align with your organization's needs.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. Once logged in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, locate and click on the "Users" option.

4. Within the Users menu, find and click on the "User Statuses" option.

5. On the User Statuses page, you can view the existing user statuses, edit their details, and create new statuses.

6. Adding a New User Status: To create a new user status, click on the "Add Status" button. Provide a descriptive name for the status and click "Create User Status."

7. Editing User Status: To modify an existing user status, locate the status you want to edit on the User Statuses page. Click the "Edit" link next to that status. Make the desired changes to the status name and click "Save User Status" to update it.

8. Deleting User Status: If you wish to remove a user status, locate the status on the User Statuses page and click the "Delete" link. Confirm your action when prompted.

By customizing user statuses in Humble Organizer, you can tailor the system to better reflect the specific needs and categorization of your organization's members. It allows you to efficiently manage and track member status changes, ensuring accurate records and streamlined communication.

Note: When customizing user statuses, consider the unique requirements of your organization and choose meaningful status names that align with your membership management processes.

Remember to save any changes made to user statuses and regularly review and update them to maintain an up-to-date and accurate record of your members' statuses.

Congratulations! You now have the knowledge to customize user statuses in Humble Organizer, providing you with enhanced control and organization in managing your members' status information.

Description:
User levels in Humble Organizer are designed for information and organizational purposes within your organization. They help categorize and differentiate members based on their roles and designations. User levels do not determine user access or privileges within the system, but rather provide an organizational framework for managing members effectively.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, locate and click on the "Users" option.

4. Within the Users menu, find and click on the "User Levels" option.

5. On the User Levels page, you can view the existing user levels, edit their details, and create new levels.

6. Adding a New User Level: To create a new user level, click on the "Add Level" button. Provide a descriptive name for the level that represents a role or designation within your organization. Click "Create User Level" to save the changes.

7. Editing User Level: To modify an existing user level, locate the level you want to edit on the User Levels page. Click the "Edit" link next to that level. Make the desired changes to the level name. Click "Save User Level" to update it.

8. Deleting User Level: If you wish to remove a user level, find the level on the User Levels page and click the "Delete" link. Confirm your action when prompted.

Customizing user levels in Humble Organizer allows you to create a clear organizational structure and easily categorize members based on their roles and designations. It provides a convenient way to organize and manage user information within your organization.

Note: User levels do not affect user access or privileges within the system. They are purely for informational purposes and help you establish a clear hierarchy and structure within your organization.

Remember to regularly review and update user levels as needed to reflect any changes in roles or designations within your organization.

Congratulations! You now have the knowledge to customize user levels in Humble Organizer, allowing you to effectively organize and manage members based on their roles and designations.

Description:
Location types in Humble Organizer serve as informational designations for different types of locations within your organization. They help categorize and classify locations based on their purpose or characteristics. Location types provide a convenient way to organize and manage your organization's locations effectively.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, locate and click on the "Locations" option.

4. Within the Locations section, find and click on the "Location Types" sub-menu.

5. You will be directed to the Location Types page, which displays the existing location types in the system.

6. The default location type: The system comes pre-configured with a default location type called "Default Type." This type represents the default designation for locations that have not been assigned a specific type.

7. Viewing Location Types: On the Location Types page, you can see the list of location types and the number of locations associated with each type. This provides an overview of the distribution of locations across different types.

8. Adding a New Location Type: To create a new location type, click on the "Add Location Type" button. Provide a descriptive name for the type that represents the purpose or characteristics of the locations. Click "Create Location Type" to save the changes.

9. Editing Location Types: To modify an existing location type, locate the type you want to edit on the Location Types page. Click the "Edit" link next to that type. Make the desired changes to the type name. Click "Save Location Type" to update it.

10. Deleting Location Types: If you wish to remove a location type, find the type on the Location Types page and click the "Delete" link. Confirm your action when prompted.

Customizing location types in Humble Organizer allows you to categorize and organize locations based on their purpose or characteristics. It provides a convenient way to manage and analyze location data within your organization.

Note: Location types are for informational purposes only and do not affect the functionality or access permissions of the locations within the system. They help you establish a clear classification system for your organization's locations.

Remember to regularly review and update location types as needed to align with any changes or additions to your organization's location categories.

Congratulations! You now have the knowledge to customize location types in Humble Organizer, allowing you to effectively categorize and manage locations based on their purpose or characteristics.

Description:
Divisions in Humble Organizer are used to group locations within your organization, such as regional or departmental groupings. They serve as a way to organize locations and grant users access to specific groups of locations without providing full access to all locations. This guide will walk you through the process of managing divisions in Humble Organizer.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, click on "Locations."

4. From the Locations submenu, select "Divisions."

5. You will be directed to the Divisions page, where you can view and manage existing divisions.

6. Viewing Divisions: On the Divisions page, you will see a list of divisions that have been created in the system, along with the number of locations assigned to each division. This provides an overview of how locations are grouped and distributed across divisions.

7. Adding a New Division: To create a new division, click on the "Add Division" button. Provide a descriptive name for the division that reflects its purpose or designation, such as a regional or departmental grouping. Click "Create Division" to save the changes.

8. Editing Divisions: If you need to modify an existing division, locate the division you want to edit on the Divisions page. Click the "Edit" link next to that division. Make the necessary changes to the division name. Click "Save Division" to update it.

9. Assigning Locations to Divisions: To associate locations with a division, navigate back to the Locations submenu. Locate the specific location you want to assign to a division and click on it. Within the location settings, you will find an option to select the division for that location. Choose the appropriate division from the dropdown menu and save the changes.

10. Granting User Access to Divisions: To provide users with access to specific divisions, navigate to the Users section in the navigation menu. Find the user you want to grant access to and click on their profile. Within the user settings, you will find an option to assign divisions to that user. Select the relevant divisions from the list and save the changes. This will give the user access to all locations assigned to the selected divisions without granting them full access to all locations.

By utilizing divisions in Humble Organizer, you can effectively group locations within your organization and grant user access to specific divisions without providing full access to all locations. This enhances security and simplifies user management, ensuring users have access only to the relevant locations for their roles.

Remember to regularly review and update divisions as needed to align with any changes or updates to your organization's location groupings.

Congratulations! You now have the knowledge to manage divisions in Humble Organizer, enabling you to group and grant access to locations based on specific divisions within your organization.

Description:
Locations in Humble Organizer represent the physical meeting places of your members. Each user in the system must be assigned to a specific location. This guide will walk you through the process of managing locations in Humble Organizer, enabling you to create, edit, and delete locations as needed.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, click on "Locations."

4. From the Locations submenu, select "Locations."

5. You will be directed to the Locations page, where you can view and manage existing locations in the system.

6. Viewing Locations: On the Locations page, you will find a list of locations along with their corresponding details, including the location name, type, city, state, and the number of members assigned to each location. This provides an overview of your organization's physical meeting places and their current member assignments.

7. Adding a New Location: To create a new location, click on the "Add Location" button. Provide a descriptive name for the location. Select the appropriate location level from the predefined options: Headquarters, Division, or Local. Choose a Division and Type that aligns with the location's grouping and purpose. Enter the address and phone number for the location. Click "Create Location" to save the changes.

8. Editing Locations: If you need to modify an existing location, locate the location you want to edit on the Locations page. Click the "Edit" link next to that location. Make the necessary changes to the location's details, such as the name, type, address, or phone number. Click "Save Location" to update it.

9. Deleting Locations: To remove a location from the system, locate the location you want to delete on the Locations page. Click the "Delete" link next to that location. Confirm the deletion when prompted. Please note that deleting a location will also remove the associated member assignments to that location.

By effectively managing locations in Humble Organizer, you ensure that each user is assigned to a specific physical meeting place. This enables accurate member tracking and facilitates smooth organizational operations.

Remember to regularly review and update locations as needed to reflect any changes or additions to your organization's physical meeting places.

Congratulations! You now have the knowledge to manage locations in Humble Organizer, allowing you to create, edit, and delete locations as necessary.

Description: Learn how to manage user accounts for members within your organization, granting permissions and access to different levels of information. Users can login to view their attendance and donation records.

Guide Steps:
1. Login as an administrator.
2. From the administration section of the navigation menu, click on "Users."
3. Under the Users submenu, click on "Users."
4. On the users page, you will see a list of users, displaying their name, status, level, email, division, and assigned location.
5. To create a new user, click the "Add user" button.
6. Provide the user's name, email, location, level, status, password, address, and phone.
7. Click "Save user" to create the user account.
8. On the users page, click "Edit" next to a user to modify their details.
9. From the edit page, you can change the user's password, grant access roles, assign divisions, or assign locations.
10. To remove a user account, click "Delete user."

Description:
This guide will walk you through the process of managing contribution types in Humble Organizer. Contribution types are used to organize the donations received into specific categories, allowing for better tracking and analysis of member giving.

Steps:
1. Login to your Humble Organizer site as an administrator.
2. From the administration section of the navigation menu, click on "Contributions".
3. Under the Contributions submenu, click "Contribution Types".
4. On the Contribution Types page, you will see a list of existing contribution types. The page displays the status of each contribution type (enabled or disabled) and whether the associated giving page is enabled.
5. To add a new contribution type, click the "Add Contribution Type" button.
6. Provide a name for the contribution type and specify whether it is enabled or not.
7. On the Contribution Types page, locate the contribution type you want to edit and click the "Edit" link next to it.
8. Here, you can edit the contribution type's name, enable or disable it, and manage giving page settings.
9. Deactivating a contribution type hides it as a selection on the online payment pages and removes it as a manually enterable option for manual contribution entries. However, it does not remove it from contribution list pages that show donations given under this type.
10. Make any necessary changes, such as renaming the type, activating or deactivating it, and enabling or disabling giving pages.
11. Click "Save Contribution Type" to save your changes.
12. If you wish to delete a contribution type, locate it on the Contribution Types page and click "Delete Contribution Type".

Congratulations! You have successfully learned how to manage contribution types in Humble Organizer. By organizing donations into types, you can effectively track member giving and enhance your reporting capabilities. Now you can easily add, edit, and delete contribution types to meet your organization's needs. Utilize this powerful feature to streamline your donation management process and provide valuable insights into member contributions.

If you have any further questions or need assistance, feel free to consult the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description:
This guide will walk you through the process of managing payment methods in Humble Organizer. Payment methods are used to record the type of payment used for member donations. By customizing payment methods, you can accurately track and categorize the payment types associated with each donation.

Steps:
1. Login to your Humble Organizer site as an administrator.
2. From the administration section of the navigation menu, click on "Contributions".
3. Under the Contributions submenu, click "Payment Methods".
4. On the Payment Methods page, you will find a list of existing payment methods. Please note that the following predefined payment methods can be edited or removed:
- Cash
- Check/Money Order
- Credit Card
Please note that system-managed payment methods used by Humble Organizer for online payments are not shown.
5. To add a new payment method, click the "Add Payment Method" button.
6. Provide a name for the payment method and click "Create Payment Method".
7. To edit an existing payment method, locate it on the Payment Methods page and click the "Edit" link next to it.
8. Make any necessary changes to the payment method name and click "Save Payment Method".
9. To delete a payment method, locate it on the Payment Methods page and click the "Delete" link next to it.
10. Please note that system-managed payment methods cannot be deleted.

Congratulations! You have successfully learned how to manage payment methods in Humble Organizer. By customizing the accepted payment types, you can accurately record the payment methods associated with member donations. Now you can easily add, edit, and delete payment methods to ensure comprehensive tracking and reporting. Utilize this feature to maintain precise records and streamline your organization's financial management.

If you have any further questions or need assistance, feel free to consult the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description:
This guide will walk you through the process of customizing meeting types in Humble Organizer. Meeting types are used to designate the different types of meetings held at specific locations. By customizing meeting types, you can track specific event attendance and meeting requirements more effectively.

Steps:
1. Login to your Humble Organizer site as an administrator.
2. From the administration section of the navigation menu, click on "Meetings".
3. Under the Meetings submenu, click "Meeting Types".
4. On the Meeting Types page, you will see a list of existing meeting types. The default meeting type is called "Default Meeting."
5. To add a new meeting type, click the "Add Meeting Type" button.
6. Provide a name for the meeting type and click "Create Meeting Type".
7. To edit an existing meeting type, locate it on the Meeting Types page and click the "Edit" link next to it.
8. Make any necessary changes to the meeting type name and click "Save Meeting Type".
9. To delete a meeting type, locate it on the Meeting Types page and click the "Delete" link next to it.

Congratulations! You have successfully learned how to customize meeting types in Humble Organizer. By creating and managing meeting types, you can easily track and categorize different types of meetings held at specific locations. Use this feature to enhance event tracking and meeting organization within your organization.

If you have any further questions or need assistance, please consult the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description: This guide explains how to set up and customize giving pages in Humble Organizer, allowing members to solicit contributions and receive credit for collecting funds for specific contribution types.

1. Login to your Humble Organizer account as an administrator and navigate to the Contributions section in the Administration menu.
2. Under the Contributions submenu, click "Contribution Types."
3. Locate and click on the name of the contribution type for which you want to set up a giving page.
4. Scroll down to the "Giving Page" section.
5. To select a Feature Image, click on one of the available images from the provided list. Please note that the Feature Image cannot be customized.
6. Provide a heading, subheading, and content for the giving page. Use these sections to describe the purpose and impact of the contribution type for prospective donors.
7. Add a list of suggested donation amounts as a comma-separated list (e.g., 10, 25, 50, 100). These amounts will be presented as options for donors, who will also have the option to enter a custom amount. These amounts will be displayed on the giving page.
8. Click "Save Contribution Type" to save the giving page details.
9. In the Contribution Info section, click the switch next to the "Giving Page" option to enable the page for members.
10. After saving, you can click "Preview Page" to see how the page will look. Feel free to make any necessary updates and save again.

By following these steps, you can set up and customize giving pages in Humble Organizer, providing your members with a specialized URL link and QR code to share via social media, email, text, or printed materials for effective contribution collection and tracking.

1. Start by logging in to the Humble Organizer customer portal. To do this, visit the login page and enter your login credentials.

2. Once logged in, locate the "User Preferences" link and click on it. This will take you to the User Preferences page.

3. On the User Preferences page, you will find two options: "User Profile" and "Change Password."

4. If you want to view or edit your personal information, click on the "User Profile" option.

5. In the "User Profile" section, you can make changes to your name, address, and phone number. Please note that the email address cannot be changed as it is associated with the default administrator account of your Organizer site.

6. Update the desired fields with the correct information.

7. Once you have made the necessary changes, click on the "Save" or "Update" button to save your updated personal information.

8. If you wish to change your password, go back to the User Preferences page.

9. Click on the "Change Password" option.

10. On the "Change Password" section, enter your new password in the "New Password" field, then confirm the new password by entering it again in the "Confirm Password" field.

11. Once you have entered the necessary information, click on the "Save" or "Update" button to change your password.

12. Your user account information and password have now been successfully managed.

Remember to keep your login credentials and personal information secure. If you have any issues or further questions regarding managing your user account, please reach out to the Humble Organizer support team for assistance.

1. Start by visiting the Humble Organizer login page and log in to the customer portal using your credentials.

2. After logging in, you will be redirected to the customer portal's main dashboard.

3. Look for the "Billing" link or tab in the navigation menu and click on it. This will take you to the billing section.

4. In the billing section, you will find options to edit and update your billing information.

5. To edit your billing information, click on the "Update Information" link under the billing information section. This will take you to a form where you can update your email, address, and phone number.

6. If you want to add a new payment method, click on the "Add Payment Method" or similar option. Follow the prompts to enter the required payment details, such as credit card information or other accepted payment methods.

7. If you have multiple payment methods on file, locate the ^"..." or "More Options" button next to the payment method you wish to set as the default or delete. Click on it to reveal a dropdown menu, and then select the "Set as Default" option to make it the default payment method. You can also choose the "Delete" or "Remove" option to delete the payment method if needed.

8. If you need to update or cancel your plan, look for the corresponding options in the billing section. Click on the "Update Plan" or "Cancel Plan" button and follow the provided instructions.

9. Follow any additional on-screen prompts or instructions to complete the desired actions related to managing your billing information.

Remember to review and verify the accuracy of your billing information before saving any changes. If you encounter any issues or have further questions, reach out to the Humble Organizer support team for assistance with managing your billing information.

Note: The specific terminology or options in the customer portal may vary slightly based on the version of Humble Organizer or any updates made to the interface.

1. Start by visiting the Humble Organizer login page and log in to the customer portal using your credentials.

2. After logging in, you will be redirected to the customer portal's main dashboard.

3. Look for the "Billing" link or tab in the navigation menu and click on it. This will take you to the billing section.

4. In the billing section, locate the "Update Plan" button and click on it. This will take you to a page where you can select a new plan.

5. On the plan selection page, review the available plans and choose the one that best suits your needs. Click on the corresponding "Select Plan" or "Choose Plan" button.

6. After selecting the new plan, click on the "Continue" or "Next" button to proceed with the plan update.

7. On the confirmation page, review the details of your new plan, including any changes in features, pricing, or subscription duration.

8. If you are satisfied with the updates, click on the "Confirm" or "Update Plan" button to apply the changes.

9. Once the plan update is successful, your new plan settings will be applied to your Humble Organizer account.

Remember to carefully review the details of the new plan before confirming the update. If you have any questions or encounter any issues during the process, reach out to the Humble Organizer support team for assistance.

Note: The specific steps and options may vary based on the Humble Organizer version and any updates made to the user interface.

1. Start by visiting the Humble Organizer login page and log in to the customer portal using your credentials.

2. After logging in, you will be redirected to the customer portal's main dashboard.

3. Locate the "Billing" link or tab in the navigation menu and click on it. This will take you to the billing section.

4. In the billing section, you will find the option to manage your payment methods.

5. To add a new payment method, look for the "Add Payment Method" or similar option. Click on it to begin the process.

6. Follow the on-screen instructions to enter the required payment details. This may include providing credit card information or selecting alternative payment methods.

7. If you want to update an existing payment method, find the relevant payment method listed in the billing section. Look for an "Edit" or "Update" button next to it and click on it.

8. Follow the prompts to update the payment details for the selected method. This may include updating credit card information or modifying other payment details.

9. If you have multiple payment methods on file and want to set a default payment method, locate the payment method you wish to set as the default. Look for an option such as "Set as Default" or "Make Default" and click on it.

10. To remove a payment method, locate the payment method you wish to remove and find a "Delete" or "Remove" option. Click on it to remove the payment method from your account.

11. After adding or updating a payment method, ensure that the changes are successfully saved by following any additional prompts or confirmation steps.

Remember to review and verify your payment information for accuracy before saving any changes. If you encounter any issues or have further questions, reach out to the Humble Organizer support team for assistance with managing your payment methods.

Note: The specific terminology or options in the customer portal may vary slightly based on the version of Humble Organizer or any updates made to the interface.

1. Start by visiting the Humble Organizer [login page](https://humbleorganizer.com/portal/login) and log in to the customer portal using your credentials.

2. After logging in, you will be redirected to the customer portal's main dashboard.

3. Locate the "Billing" link or tab in the navigation menu and click on it. This will take you to the billing section.

4. In the billing section, you will find a list of your past payments and invoices.

5. Scroll through the list to view the payment and invoice history. The most recent payments or invoices may be displayed at the top of the list.

6. Each entry in the list should provide details such as the payment date, amount, invoice number (if applicable), and any associated payment reference.

7. If you need more information about a specific payment or invoice, click on the corresponding entry to open the detailed view.

8. In the detailed view, you may find additional information related to the payment or invoice, such as a breakdown of charges, billing period, or any notes associated with the transaction.

9. If you wish to download or print an invoice for your records, look for an option such as "Download Invoice" or "Print Invoice" within the detailed view. Click on it to save or print the invoice document.

10. You can navigate through multiple pages of payments and invoices if the list spans across multiple pages. Look for pagination controls or a "Next" button to access additional entries.

By following these steps, you should be able to conveniently access and review your past payments and invoices within the Humble Organizer customer portal.

Note: The specific layout and terminology of the billing section may vary based on the version of Humble Organizer or any updates made to the user interface.

1. Starter Plan:
- Description: The Starter Plan is designed for individuals or small organizations looking for basic membership, attendance, and donation tracking features.
- Key Features:
- Membership management tools
- Attendance tracking functionality
- Donation management capabilities
- Access control and user permissions
- Basic reporting and analytics
- Recurring Contributions
- Online giving pages
- Member Account Limit: Up to 100 member accounts.
- Pricing: The Starter Plan is priced at $50 per month.
- Transaction Fee: For each successful transaction, there is a transaction fee of 2.9% + $0.30.
- Application Fee: The Starter Plan has an additional application fee of $1.50 per successful transaction.

2. Growth Plan:
- Description: The Growth Plan is suitable for growing organizations that require more advanced features and expanded capacity.
- Key Features:
- All features of the Starter Plan
- Member Account Limit: 101-500 member accounts.
- Pricing: The Growth Plan is priced at $200 per month.
- Transaction Fee: For each successful transaction, there is a transaction fee of 2.9% + $0.30.
- Application Fee: The Growth Plan has an additional application fee of $1.25 per successful transaction.

3. Professional Plan:
- Description: The Professional Plan is designed for established organizations needing comprehensive membership management capabilities.
- Key Features:
- All features of the Starter Plan
- Member Account Limit: 501-2,000 member accounts.
- Pricing: The Professional Plan is priced at $500 per month.
- Transaction Fee: For each successful transaction, there is a transaction fee of 2.9% + $0.30.
- Application Fee: The Professional Plan has an additional application fee of $1.00 per successful transaction.

4. Enterprise Plan:
- Description: The Enterprise Plan is suitable for large organizations or enterprises with complex membership and organizational needs.
- Key Features:
- All features of the Starter Plan
- Member Account Limit: Unlimited member accounts.
- Pricing: The Enterprise Plan is priced at $2,500 per month.
- Transaction Fee: For each successful transaction, there is a transaction fee of 2.9% + $0.30.
- Application Fee: The Enterprise Plan does not have an additional application fee.

Note: The application fee mentioned above is per successful transaction and will be added to the total cost of each transaction made within the chosen plan. Please choose the plan that best fits your organization's needs and member account limit.

For further assistance or any questions, please reach out to our support team at support@humbleorganizer.com.

Thank you for choosing Humble Organizer to streamline your membership, attendance, and donation management!

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. Once logged in, navigate to the administrator section of the menu.

3. In the administrator section, locate and click on the "Settings" option.

4. Within the settings menu, find and click on the "Online Payments" option.

5. On the Online Payments page, you will see the status of your online payments setup. If you haven't set up online payments yet, you'll see an option to "Setup Online Payments." Click on this button to begin the setup process.

6. Complete the Banking and Business Information: Follow the prompts and provide the required banking and business information to set up your online payment processing account. This information typically includes your business name, address, bank account details, and tax identification number. Make sure to enter accurate and up-to-date information.

7. Verify and Approve: After you've submitted your banking and business information, your payment processing account will undergo verification and approval. This process may take some time, as the payment gateway provider needs to review your information. You will receive updates regarding the progress of your application.

8. Check Online Payments Status: Once your payment processing account has been successfully verified and approved, you will see a "Successful" status on the Online Payments page. This indicates that your online payments setup is complete and ready for use.

9. Manage Your Payment Account: On the Online Payments page, you will find a "Manage" link next to the successful status. Click on this link to access and make any necessary changes to your payment processing account. Here, you can update your banking details, business information, or other settings as needed.

10. Enable or Disable Online Payments: To enable or disable online payments for your site, you can use the toggle switch provided on the Online Payments page. This gives you the flexibility to control the availability of online payment options based on your organization's needs.

Congratulations! You have successfully set up online payment capabilities for your Humble Organizer site. You can now accept online payments from members, utilize the online giving pages for donations, and allow members to set up recurring payments.

If you encounter any difficulties during the setup process or have further

Description:
User status refers to the classification or designation assigned to members in your organization within the Humble Organizer system. It helps you manage and categorize members based on their current status. By default, Humble Organizer provides three pre-defined statuses: Active, Inactive, and Deceased. However, you have the flexibility to customize and create additional statuses to align with your organization's needs.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. Once logged in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, locate and click on the "Users" option.

4. Within the Users menu, find and click on the "User Statuses" option.

5. On the User Statuses page, you can view the existing user statuses, edit their details, and create new statuses.

6. Adding a New User Status: To create a new user status, click on the "Add Status" button. Provide a descriptive name for the status and click "Create User Status."

7. Editing User Status: To modify an existing user status, locate the status you want to edit on the User Statuses page. Click the "Edit" link next to that status. Make the desired changes to the status name and click "Save User Status" to update it.

8. Deleting User Status: If you wish to remove a user status, locate the status on the User Statuses page and click the "Delete" link. Confirm your action when prompted.

By customizing user statuses in Humble Organizer, you can tailor the system to better reflect the specific needs and categorization of your organization's members. It allows you to efficiently manage and track member status changes, ensuring accurate records and streamlined communication.

Note: When customizing user statuses, consider the unique requirements of your organization and choose meaningful status names that align with your membership management processes.

Remember to save any changes made to user statuses and regularly review and update them to maintain an up-to-date and accurate record of your members' statuses.

Congratulations! You now have the knowledge to customize user statuses in Humble Organizer, providing you with enhanced control and organization in managing your members' status information.

Description:
User levels in Humble Organizer are designed for information and organizational purposes within your organization. They help categorize and differentiate members based on their roles and designations. User levels do not determine user access or privileges within the system, but rather provide an organizational framework for managing members effectively.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, locate and click on the "Users" option.

4. Within the Users menu, find and click on the "User Levels" option.

5. On the User Levels page, you can view the existing user levels, edit their details, and create new levels.

6. Adding a New User Level: To create a new user level, click on the "Add Level" button. Provide a descriptive name for the level that represents a role or designation within your organization. Click "Create User Level" to save the changes.

7. Editing User Level: To modify an existing user level, locate the level you want to edit on the User Levels page. Click the "Edit" link next to that level. Make the desired changes to the level name. Click "Save User Level" to update it.

8. Deleting User Level: If you wish to remove a user level, find the level on the User Levels page and click the "Delete" link. Confirm your action when prompted.

Customizing user levels in Humble Organizer allows you to create a clear organizational structure and easily categorize members based on their roles and designations. It provides a convenient way to organize and manage user information within your organization.

Note: User levels do not affect user access or privileges within the system. They are purely for informational purposes and help you establish a clear hierarchy and structure within your organization.

Remember to regularly review and update user levels as needed to reflect any changes in roles or designations within your organization.

Congratulations! You now have the knowledge to customize user levels in Humble Organizer, allowing you to effectively organize and manage members based on their roles and designations.

Description:
Location types in Humble Organizer serve as informational designations for different types of locations within your organization. They help categorize and classify locations based on their purpose or characteristics. Location types provide a convenient way to organize and manage your organization's locations effectively.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, locate and click on the "Locations" option.

4. Within the Locations section, find and click on the "Location Types" sub-menu.

5. You will be directed to the Location Types page, which displays the existing location types in the system.

6. The default location type: The system comes pre-configured with a default location type called "Default Type." This type represents the default designation for locations that have not been assigned a specific type.

7. Viewing Location Types: On the Location Types page, you can see the list of location types and the number of locations associated with each type. This provides an overview of the distribution of locations across different types.

8. Adding a New Location Type: To create a new location type, click on the "Add Location Type" button. Provide a descriptive name for the type that represents the purpose or characteristics of the locations. Click "Create Location Type" to save the changes.

9. Editing Location Types: To modify an existing location type, locate the type you want to edit on the Location Types page. Click the "Edit" link next to that type. Make the desired changes to the type name. Click "Save Location Type" to update it.

10. Deleting Location Types: If you wish to remove a location type, find the type on the Location Types page and click the "Delete" link. Confirm your action when prompted.

Customizing location types in Humble Organizer allows you to categorize and organize locations based on their purpose or characteristics. It provides a convenient way to manage and analyze location data within your organization.

Note: Location types are for informational purposes only and do not affect the functionality or access permissions of the locations within the system. They help you establish a clear classification system for your organization's locations.

Remember to regularly review and update location types as needed to align with any changes or additions to your organization's location categories.

Congratulations! You now have the knowledge to customize location types in Humble Organizer, allowing you to effectively categorize and manage locations based on their purpose or characteristics.

Description:
Divisions in Humble Organizer are used to group locations within your organization, such as regional or departmental groupings. They serve as a way to organize locations and grant users access to specific groups of locations without providing full access to all locations. This guide will walk you through the process of managing divisions in Humble Organizer.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, click on "Locations."

4. From the Locations submenu, select "Divisions."

5. You will be directed to the Divisions page, where you can view and manage existing divisions.

6. Viewing Divisions: On the Divisions page, you will see a list of divisions that have been created in the system, along with the number of locations assigned to each division. This provides an overview of how locations are grouped and distributed across divisions.

7. Adding a New Division: To create a new division, click on the "Add Division" button. Provide a descriptive name for the division that reflects its purpose or designation, such as a regional or departmental grouping. Click "Create Division" to save the changes.

8. Editing Divisions: If you need to modify an existing division, locate the division you want to edit on the Divisions page. Click the "Edit" link next to that division. Make the necessary changes to the division name. Click "Save Division" to update it.

9. Assigning Locations to Divisions: To associate locations with a division, navigate back to the Locations submenu. Locate the specific location you want to assign to a division and click on it. Within the location settings, you will find an option to select the division for that location. Choose the appropriate division from the dropdown menu and save the changes.

10. Granting User Access to Divisions: To provide users with access to specific divisions, navigate to the Users section in the navigation menu. Find the user you want to grant access to and click on their profile. Within the user settings, you will find an option to assign divisions to that user. Select the relevant divisions from the list and save the changes. This will give the user access to all locations assigned to the selected divisions without granting them full access to all locations.

By utilizing divisions in Humble Organizer, you can effectively group locations within your organization and grant user access to specific divisions without providing full access to all locations. This enhances security and simplifies user management, ensuring users have access only to the relevant locations for their roles.

Remember to regularly review and update divisions as needed to align with any changes or updates to your organization's location groupings.

Congratulations! You now have the knowledge to manage divisions in Humble Organizer, enabling you to group and grant access to locations based on specific divisions within your organization.

Description:
Locations in Humble Organizer represent the physical meeting places of your members. Each user in the system must be assigned to a specific location. This guide will walk you through the process of managing locations in Humble Organizer, enabling you to create, edit, and delete locations as needed.

1. Login to your Humble Organizer site as an administrator using your login credentials.

2. After logging in, navigate to the Administration section in the navigation menu.

3. Under the Administration menu, click on "Locations."

4. From the Locations submenu, select "Locations."

5. You will be directed to the Locations page, where you can view and manage existing locations in the system.

6. Viewing Locations: On the Locations page, you will find a list of locations along with their corresponding details, including the location name, type, city, state, and the number of members assigned to each location. This provides an overview of your organization's physical meeting places and their current member assignments.

7. Adding a New Location: To create a new location, click on the "Add Location" button. Provide a descriptive name for the location. Select the appropriate location level from the predefined options: Headquarters, Division, or Local. Choose a Division and Type that aligns with the location's grouping and purpose. Enter the address and phone number for the location. Click "Create Location" to save the changes.

8. Editing Locations: If you need to modify an existing location, locate the location you want to edit on the Locations page. Click the "Edit" link next to that location. Make the necessary changes to the location's details, such as the name, type, address, or phone number. Click "Save Location" to update it.

9. Deleting Locations: To remove a location from the system, locate the location you want to delete on the Locations page. Click the "Delete" link next to that location. Confirm the deletion when prompted. Please note that deleting a location will also remove the associated member assignments to that location.

By effectively managing locations in Humble Organizer, you ensure that each user is assigned to a specific physical meeting place. This enables accurate member tracking and facilitates smooth organizational operations.

Remember to regularly review and update locations as needed to reflect any changes or additions to your organization's physical meeting places.

Congratulations! You now have the knowledge to manage locations in Humble Organizer, allowing you to create, edit, and delete locations as necessary.

Description: Learn how to manage user accounts for members within your organization, granting permissions and access to different levels of information. Users can login to view their attendance and donation records.

Guide Steps:
1. Login as an administrator.
2. From the administration section of the navigation menu, click on "Users."
3. Under the Users submenu, click on "Users."
4. On the users page, you will see a list of users, displaying their name, status, level, email, division, and assigned location.
5. To create a new user, click the "Add user" button.
6. Provide the user's name, email, location, level, status, password, address, and phone.
7. Click "Save user" to create the user account.
8. On the users page, click "Edit" next to a user to modify their details.
9. From the edit page, you can change the user's password, grant access roles, assign divisions, or assign locations.
10. To remove a user account, click "Delete user."

Description:
This guide will walk you through the process of managing contribution types in Humble Organizer. Contribution types are used to organize the donations received into specific categories, allowing for better tracking and analysis of member giving.

Steps:
1. Login to your Humble Organizer site as an administrator.
2. From the administration section of the navigation menu, click on "Contributions".
3. Under the Contributions submenu, click "Contribution Types".
4. On the Contribution Types page, you will see a list of existing contribution types. The page displays the status of each contribution type (enabled or disabled) and whether the associated giving page is enabled.
5. To add a new contribution type, click the "Add Contribution Type" button.
6. Provide a name for the contribution type and specify whether it is enabled or not.
7. On the Contribution Types page, locate the contribution type you want to edit and click the "Edit" link next to it.
8. Here, you can edit the contribution type's name, enable or disable it, and manage giving page settings.
9. Deactivating a contribution type hides it as a selection on the online payment pages and removes it as a manually enterable option for manual contribution entries. However, it does not remove it from contribution list pages that show donations given under this type.
10. Make any necessary changes, such as renaming the type, activating or deactivating it, and enabling or disabling giving pages.
11. Click "Save Contribution Type" to save your changes.
12. If you wish to delete a contribution type, locate it on the Contribution Types page and click "Delete Contribution Type".

Congratulations! You have successfully learned how to manage contribution types in Humble Organizer. By organizing donations into types, you can effectively track member giving and enhance your reporting capabilities. Now you can easily add, edit, and delete contribution types to meet your organization's needs. Utilize this powerful feature to streamline your donation management process and provide valuable insights into member contributions.

If you have any further questions or need assistance, feel free to consult the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description:
This guide will walk you through the process of managing payment methods in Humble Organizer. Payment methods are used to record the type of payment used for member donations. By customizing payment methods, you can accurately track and categorize the payment types associated with each donation.

Steps:
1. Login to your Humble Organizer site as an administrator.
2. From the administration section of the navigation menu, click on "Contributions".
3. Under the Contributions submenu, click "Payment Methods".
4. On the Payment Methods page, you will find a list of existing payment methods. Please note that the following predefined payment methods can be edited or removed:
- Cash
- Check/Money Order
- Credit Card
Please note that system-managed payment methods used by Humble Organizer for online payments are not shown.
5. To add a new payment method, click the "Add Payment Method" button.
6. Provide a name for the payment method and click "Create Payment Method".
7. To edit an existing payment method, locate it on the Payment Methods page and click the "Edit" link next to it.
8. Make any necessary changes to the payment method name and click "Save Payment Method".
9. To delete a payment method, locate it on the Payment Methods page and click the "Delete" link next to it.
10. Please note that system-managed payment methods cannot be deleted.

Congratulations! You have successfully learned how to manage payment methods in Humble Organizer. By customizing the accepted payment types, you can accurately record the payment methods associated with member donations. Now you can easily add, edit, and delete payment methods to ensure comprehensive tracking and reporting. Utilize this feature to maintain precise records and streamline your organization's financial management.

If you have any further questions or need assistance, feel free to consult the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description:
This guide will walk you through the process of customizing meeting types in Humble Organizer. Meeting types are used to designate the different types of meetings held at specific locations. By customizing meeting types, you can track specific event attendance and meeting requirements more effectively.

Steps:
1. Login to your Humble Organizer site as an administrator.
2. From the administration section of the navigation menu, click on "Meetings".
3. Under the Meetings submenu, click "Meeting Types".
4. On the Meeting Types page, you will see a list of existing meeting types. The default meeting type is called "Default Meeting."
5. To add a new meeting type, click the "Add Meeting Type" button.
6. Provide a name for the meeting type and click "Create Meeting Type".
7. To edit an existing meeting type, locate it on the Meeting Types page and click the "Edit" link next to it.
8. Make any necessary changes to the meeting type name and click "Save Meeting Type".
9. To delete a meeting type, locate it on the Meeting Types page and click the "Delete" link next to it.

Congratulations! You have successfully learned how to customize meeting types in Humble Organizer. By creating and managing meeting types, you can easily track and categorize different types of meetings held at specific locations. Use this feature to enhance event tracking and meeting organization within your organization.

If you have any further questions or need assistance, please consult the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description: This guide explains how to set up and customize giving pages in Humble Organizer, allowing members to solicit contributions and receive credit for collecting funds for specific contribution types.

1. Login to your Humble Organizer account as an administrator and navigate to the Contributions section in the Administration menu.
2. Under the Contributions submenu, click "Contribution Types."
3. Locate and click on the name of the contribution type for which you want to set up a giving page.
4. Scroll down to the "Giving Page" section.
5. To select a Feature Image, click on one of the available images from the provided list. Please note that the Feature Image cannot be customized.
6. Provide a heading, subheading, and content for the giving page. Use these sections to describe the purpose and impact of the contribution type for prospective donors.
7. Add a list of suggested donation amounts as a comma-separated list (e.g., 10, 25, 50, 100). These amounts will be presented as options for donors, who will also have the option to enter a custom amount. These amounts will be displayed on the giving page.
8. Click "Save Contribution Type" to save the giving page details.
9. In the Contribution Info section, click the switch next to the "Giving Page" option to enable the page for members.
10. After saving, you can click "Preview Page" to see how the page will look. Feel free to make any necessary updates and save again.

By following these steps, you can set up and customize giving pages in Humble Organizer, providing your members with a specialized URL link and QR code to share via social media, email, text, or printed materials for effective contribution collection and tracking.

Description:
This guide will walk you through the process of managing divisions in Humble Organizer. Divisions are used to group locations within your organization, such as regional groupings. Assigning users access to divisions allows them to have access to all locations assigned to the division without full access to all locations.

Steps:
1. Login to your Humble Organizer site as a headquarters user.
2. From the headquarters section of the navigation menu, click on "Divisions".
4. On the Divisions page, you will see a list of existing divisions. The system has one default division called "Default Division".
5. To add a new division, click the "Add Division" button.
6. Provide a name for the division and click "Create Division".
7. To edit an existing division, locate it on the Divisions page and click the "Edit" link next to it.
8. Make any necessary changes to the division name and click "Save Division".
9. To delete a division, locate it on the Divisions page and click the "Delete" link next to it.
10. To view a list of locations assigned to a specific division, click the "Locations" link next to the division on the Divisions page.
11. To access reports specifically for a division, click the "Reports" link next to the division on the Divisions page.

Congratulations! You have successfully learned how to manage divisions in Humble Organizer. Divisions allow you to group locations within your organization, providing access to specific sets of locations for users. Utilize this feature to organize and manage your organization's regional or group-based divisions effectively.

Please note that divisions are for organizational purposes and do not determine user access or privileges. If you require further assistance, consult the Humble Organizer documentation or contact our support team. Happy organizing!

Description:
This guide will walk you through the process of managing locations in Humble Organizer for Headquarters/Division user accounts. Locations represent the physical meeting places for your organization. As a Headquarters/Division user, you have the ability to create, edit, and delete locations, as well as view assigned members and generate location-specific reports.

Steps:
1. Login to your Humble Organizer site as a Headquarters/Division user.
2. From the Headquarters/Division section of the navigation menu, click on "Locations".
3. On the Locations page, you will see a list of existing locations. Each location is displayed with its name, type, city, state, and the number of members assigned to the location.
4. To create a new location, click the "Add Location" button.
5. Provide a name for the location.
6. Select one of the predefined location types: Headquarters, Division, or Local.
7. Select a division for the location if applicable.
8. Enter the address and phone number for the location.
9. Click "Create Location" to save the new location.
10. To edit an existing location, locate the location on the Locations page and click the "Edit" link next to its name.
11. Make any necessary changes to the location details, such as name, type, division, address, or phone number.
12. Click "Save Location" to update the location's information.
13. To delete a location, locate the location on the Locations page and click the "Delete" link next to its name. Please exercise caution when deleting a location, as it may impact associated data.
14. To view a list of members assigned to a specific location, click the "Members" link next to the location.
15. To generate location-specific reports, click the "Reports" link next to the location. This will provide you with insights and analytics related to that specific location.

Congratulations! You have successfully learned how to manage locations in Humble Organizer for Headquarters/Division user accounts. By effectively managing your organization's locations, you can ensure accurate data, track attendance, and generate location-specific reports for better insights.

Please note that locations serve as essential meeting places for your organization. If you require further assistance or have specific location management needs, refer to the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description:
This guide will assist you in managing members in Humble Organizer for Headquarters/Division user accounts. Members represent individuals who are part of your organization. As a Headquarters/Division user, you have the ability to add new members, edit member details, assign access roles, grant division access, and manage member locations.

Steps:
1. Login to your Humble Organizer site as a Headquarters/Division user.
2. From the Headquarters/Division section of the navigation menu, click on "Members".
3. On the Members page, you will find a list of existing members. Each member is displayed with their name, status, level, email, division, and assigned location.
4. To add a new member, click the "Add Member" button.
5. Provide the member's name, email address, location, access level, status, and other required details.
6. Set a password for the member's account.
7. Enter the member's address and phone number.
8. Click "Save Member" to create the new member account.
9. To edit an existing member, locate the member on the Members page and click the "Edit" link next to their name.
10. Make the necessary changes to the member's details, such as name, email, location, access level, or status.
11. If needed, update the member's password, grant access roles, or modify division access.
12. Click "Save Member" to save the changes.
13. To remove a member, locate the member on the Members page and click the "Delete" link next to their name. Confirm the deletion if prompted.
14. To grant access to a division, click the "Edit" link next to the member. On the member's profile page, select the "Divisions Access" tab and choose the desired divisions to grant the user access to.
15. To grant access to a location, follow a similar process as step 14. On the member's profile page, select the "Locations Access" tab and assign the appropriate locations.

Congratulations! You have successfully learned how to manage members in Humble Organizer for Headquarters/Division user accounts. By effectively managing your organization's members, you can ensure accurate records, control access levels, and assign division and location access as needed.

Please note that members are valuable assets to your organization, and their management plays a crucial role in maintaining an organized system. For further assistance or specific member management inquiries, refer to the Humble Organizer documentation or contact our support team. Happy organizing!

Description: This guide provides step-by-step instructions on how to track and manage contribution records in Humble Organizer. It enables you to enter and manage contribution details for members in an organized and efficient manner.

1. Login to your Humble Organizer account and navigate to the Members section in the navigation menu.
2. Select the member's name you want to add a contribution record for to access their profile page.
3. On the member's profile page, click "View Contributions" to access the member's contribution records.
4. The member's contribution page displays a list of all the contribution records for that member.
5. To add a new contribution record, click "Add Contribution."
6. Provide the necessary details, including the date, dollar amount, and payment method for the contribution.
7. Click "Create Contribution" to save the record.
Note: Online transactions made through the online giving page are automatically recorded for the respective member who made or collected the contribution.

By following these steps, you can effectively track and manage contribution records for your organization using Humble Organizer.

Description:
This guide will walk you through the process of managing locations in Humble Organizer for Headquarters/Division user accounts. Locations represent the physical meeting places for your organization. As a Headquarters/Division user, you have the ability to create, edit, and delete locations, as well as view assigned members and generate location-specific reports.

Steps:
1. Login to your Humble Organizer site as a Headquarters/Division user.
2. From the Headquarters/Division section of the navigation menu, click on "Locations".
3. On the Locations page, you will see a list of existing locations. Each location is displayed with its name, type, city, state, and the number of members assigned to the location.
4. To create a new location, click the "Add Location" button.
5. Provide a name for the location.
6. Select one of the predefined location types: Headquarters, Division, or Local.
7. Select a division for the location if applicable.
8. Enter the address and phone number for the location.
9. Click "Create Location" to save the new location.
10. To edit an existing location, locate the location on the Locations page and click the "Edit" link next to its name.
11. Make any necessary changes to the location details, such as name, type, division, address, or phone number.
12. Click "Save Location" to update the location's information.
13. To delete a location, locate the location on the Locations page and click the "Delete" link next to its name. Please exercise caution when deleting a location, as it may impact associated data.
14. To view a list of members assigned to a specific location, click the "Members" link next to the location.
15. To generate location-specific reports, click the "Reports" link next to the location. This will provide you with insights and analytics related to that specific location.

Congratulations! You have successfully learned how to manage locations in Humble Organizer for Headquarters/Division user accounts. By effectively managing your organization's locations, you can ensure accurate data, track attendance, and generate location-specific reports for better insights.

Please note that locations serve as essential meeting places for your organization. If you require further assistance or have specific location management needs, refer to the Humble Organizer documentation or reach out to our support team. Happy organizing!

Description:
This guide will assist you in managing members in Humble Organizer for Headquarters/Division user accounts. Members represent individuals who are part of your organization. As a Headquarters/Division user, you have the ability to add new members, edit member details, assign access roles, grant division access, and manage member locations.

Steps:
1. Login to your Humble Organizer site as a Headquarters/Division user.
2. From the Headquarters/Division section of the navigation menu, click on "Members".
3. On the Members page, you will find a list of existing members. Each member is displayed with their name, status, level, email, division, and assigned location.
4. To add a new member, click the "Add Member" button.
5. Provide the member's name, email address, location, access level, status, and other required details.
6. Set a password for the member's account.
7. Enter the member's address and phone number.
8. Click "Save Member" to create the new member account.
9. To edit an existing member, locate the member on the Members page and click the "Edit" link next to their name.
10. Make the necessary changes to the member's details, such as name, email, location, access level, or status.
11. If needed, update the member's password, grant access roles, or modify division access.
12. Click "Save Member" to save the changes.
13. To remove a member, locate the member on the Members page and click the "Delete" link next to their name. Confirm the deletion if prompted.
14. To grant access to a division, click the "Edit" link next to the member. On the member's profile page, select the "Divisions Access" tab and choose the desired divisions to grant the user access to.
15. To grant access to a location, follow a similar process as step 14. On the member's profile page, select the "Locations Access" tab and assign the appropriate locations.

Congratulations! You have successfully learned how to manage members in Humble Organizer for Headquarters/Division user accounts. By effectively managing your organization's members, you can ensure accurate records, control access levels, and assign division and location access as needed.

Please note that members are valuable assets to your organization, and their management plays a crucial role in maintaining an organized system. For further assistance or specific member management inquiries, refer to the Humble Organizer documentation or contact our support team. Happy organizing!

Description: This guide provides step-by-step instructions on how to track and manage contribution records in Humble Organizer. It enables you to enter and manage contribution details for members in an organized and efficient manner.

1. Login to your Humble Organizer account and navigate to the Members section in the navigation menu.
2. Select the member's name you want to add a contribution record for to access their profile page.
3. On the member's profile page, click "View Contributions" to access the member's contribution records.
4. The member's contribution page displays a list of all the contribution records for that member.
5. To add a new contribution record, click "Add Contribution."
6. Provide the necessary details, including the date, dollar amount, and payment method for the contribution.
7. Click "Create Contribution" to save the record.
Note: Online transactions made through the online giving page are automatically recorded for the respective member who made or collected the contribution.

By following these steps, you can effectively track and manage contribution records for your organization using Humble Organizer.

Welcome to the guide for managing multiple divisions for Division Accounts in Humble Organizer. If you have been granted access to multiple divisions, this guide will show you how to switch between them and perform tasks specific to each division. Follow the steps below to effectively manage your divisions.

1. Login to your Humble Organizer account as a Division user.
2. From the navigation menu, click on the "My Profile" link.
3. On your profile page, navigate to the "Divisions" tab.
4. In the "Set Default Division" drop-down menu, select the division you want to make visible on your Division pages.

By following these steps, you can easily switch between your assigned divisions and access the specific information and tasks associated with each division. This allows you to manage different regions or groups effectively.

Please note that only one division will be visible on your Division pages at a time. By setting the default division, you can ensure that the relevant division is displayed when accessing division-specific pages and features.

Thank you for using Humble Organizer for managing multiple divisions with your Division Account.

Description:
This guide will assist Local user accounts in managing their assigned location in Humble Organizer. As a Local user, you have limited permissions to edit certain details of your assigned location, such as the name, address, and phone number. However, you cannot change the level, division, or type of your assigned location, nor can you delete it.

Steps:
1. Login to your Humble Organizer site as a Local user.
2. From the Local section of the navigation menu, click on "Locations".
3. On the Locations page, you will find the details of your assigned location, including its name, address, and phone number.
4. To edit the location details, click the "Edit" link next to the location.
5. Make the necessary changes to the name, address, or phone number of the location.
6. Click "Save Location" to save the modifications.

Please note that as a Local user, you have limited control over the assigned location. You cannot change the level, division, or type of the location. Additionally, you do not have the permission to delete the location. If you require any changes beyond the scope of your access, please reach out to the appropriate administrative user or headquarters for assistance.

By managing your assigned location's details accurately, you can ensure that the information remains up-to-date and relevant within the Humble Organizer system.

Remember, the assigned location plays a vital role in organizing meetings, events, and other activities within your organization. If you have any questions or need further assistance, refer to the Humble Organizer documentation or contact our support team. Happy organizing!

Description:
This guide is designed to assist Local user accounts in managing members within their assigned location in Humble Organizer. As a Local user, your access is limited to viewing and managing members specific to your location.

Steps:
1. Login to your Humble Organizer site as a Local user.
2. Under the Local section of the navigation menu, click on "Members".
3. On the Members page, you will see a list of members associated with your assigned location.
4. The list will display member names, status, email, and any additional information available.
5. Use the search and filter options to refine your view and find specific members, if needed.
6. To view detailed information about a particular member, click on their name or the "View" link.
7. This will direct you to the Member Profile page, where you can access and manage individual member details, such as attendance records and donation history.
8. To make changes to a member's profile, click the "Edit" link on their profile page. You can update personal information, contact details, and other relevant data.
9. If a member needs to change their password, you can assist them by accessing the "Change Password" section on their profile page. Here, you can help them set a new password for their account.
10. It is important to note that as a Local user, your access is restricted to members within your assigned location. You will not be able to view or manage members from other locations.
11. For any questions or issues regarding member management, please contact your headquarters or the appropriate administrative user for assistance.

Please remember to handle member information with care and respect their privacy. Ensure that any modifications or updates made to member profiles are accurate and reflect the member's preferences and consent.

By effectively managing members within your assigned location, you can maintain accurate records, facilitate communication, and provide personalized assistance to meet the needs of your organization's members.

If you require further assistance or have additional inquiries, refer to the Humble Organizer documentation or reach out to our support team. We are here to support you in efficiently managing members and serving your organization's needs.

Description:
This guide will assist Local users with tracking attendance records in Humble Organizer. As a Local user, you have access to the Attendance Tracking feature, which allows you to record member attendance at meetings.

Steps:
1. Login to your Humble Organizer site as a Local user.
2. Under the Local section of the navigation menu, click on "Meetings".
3. Click the "Add meeting" button to create a new meeting record.
4. Provide the necessary information, such as the meeting date and meeting type, and click "Create Meeting".
5. You will be redirected to the Meeting Attendance page for the newly created meeting.
6. On the Meeting Attendance page, you will see a list of all members assigned to your location.
7. To record a member's attendance, locate their name in the list and find the "Present" column.
8. Click the toggle switch under the "Present" column next to the member's name to indicate that they attended the meeting.
9. Repeat this process for each member who was present at the meeting.
10. If a member was not present, leave the toggle switch under the "Present" column in the off position.
11. The attendance records will be saved and associated with the respective meeting.
12. It's important to ensure the accuracy of attendance records and to record attendance promptly after each meeting.
13. If there are any changes or corrections needed to the attendance records, you can navigate to the respective meeting and make adjustments as necessary.
14. Attendance tracking provides valuable insights and data for your organization's records and reporting purposes.

Please note that attendance tracking is a critical task to ensure accurate records and effective communication within your organization. It helps in evaluating member engagement, tracking meeting participation, and monitoring attendance trends over time.

For any questions or issues related to attendance tracking or the Humble Organizer system, please reach out to the appropriate administrative user or your headquarters for assistance.

By diligently tracking attendance, you can maintain organized and up-to-date records, enabling your organization to effectively engage with its members and evaluate the success of meetings and events.

If you need further assistance or have additional inquiries, consult the Humble Organizer documentation or contact our support team. We are here to support you in efficiently managing attendance records and serving your organization's needs.

Description: This guide provides step-by-step instructions on how to track and manage contribution records in Humble Organizer. It enables you to enter and manage contribution details for members in an organized and efficient manner.

1. Login to your Humble Organizer account and navigate to the Members section in the navigation menu.
2. Select the member's name you want to add a contribution record for to access their profile page.
3. On the member's profile page, click "View Contributions" to access the member's contribution records.
4. The member's contribution page displays a list of all the contribution records for that member.
5. To add a new contribution record, click "Add Contribution."
6. Provide the necessary details, including the date, dollar amount, and payment method for the contribution.
7. Click "Create Contribution" to save the record.
Note: Online transactions made through the online giving page are automatically recorded for the respective member who made or collected the contribution.

By following these steps, you can effectively track and manage contribution records for your organization using Humble Organizer.

Welcome to the guide for managing multiple locations for Local Accounts in Humble Organizer. If you have been assigned multiple locations, this guide will show you how to switch between them and set your preferred visible location on your account. Follow the steps below to manage your locations effectively.

1. Login to your Humble Organizer account as a Local user.
2. From the navigation menu, click on the "My Profile" link.
3. On your profile page, navigate to the "Locations" tab.
4. In the "Set Default Location" drop-down menu, select the location you want to make visible on your Local pages.
5. Click the "Save" button to save your changes.

By following these steps, you can easily switch between your assigned locations and set your preferred visible location for your Local pages. This allows you to access location-specific information and perform tasks associated with that particular location.

Please note that only one location will be visible at a time for Local Accounts. Switching the default location will ensure that you have the appropriate access and visibility for the selected location.

If you need to switch to a different location, simply repeat the steps above and select the desired location from the "Set Default Location" drop-down menu.

Thank you for using Humble Organizer for managing multiple locations with your Local Account.

Description:
This guide will assist Local users with tracking attendance records in Humble Organizer. As a Local user, you have access to the Attendance Tracking feature, which allows you to record member attendance at meetings.

Steps:
1. Login to your Humble Organizer site as a Local user.
2. Under the Local section of the navigation menu, click on "Meetings".
3. Click the "Add meeting" button to create a new meeting record.
4. Provide the necessary information, such as the meeting date and meeting type, and click "Create Meeting".
5. You will be redirected to the Meeting Attendance page for the newly created meeting.
6. On the Meeting Attendance page, you will see a list of all members assigned to your location.
7. To record a member's attendance, locate their name in the list and find the "Present" column.
8. Click the toggle switch under the "Present" column next to the member's name to indicate that they attended the meeting.
9. Repeat this process for each member who was present at the meeting.
10. If a member was not present, leave the toggle switch under the "Present" column in the off position.
11. The attendance records will be saved and associated with the respective meeting.
12. It's important to ensure the accuracy of attendance records and to record attendance promptly after each meeting.
13. If there are any changes or corrections needed to the attendance records, you can navigate to the respective meeting and make adjustments as necessary.
14. Attendance tracking provides valuable insights and data for your organization's records and reporting purposes.

Please note that attendance tracking is a critical task to ensure accurate records and effective communication within your organization. It helps in evaluating member engagement, tracking meeting participation, and monitoring attendance trends over time.

For any questions or issues related to attendance tracking or the Humble Organizer system, please reach out to the appropriate administrative user or your headquarters for assistance.

By diligently tracking attendance, you can maintain organized and up-to-date records, enabling your organization to effectively engage with its members and evaluate the success of meetings and events.

If you need further assistance or have additional inquiries, consult the Humble Organizer documentation or contact our support team. We are here to support you in efficiently managing attendance records and serving your organization's needs.

Description: This guide provides step-by-step instructions on how to track and manage contribution records in Humble Organizer. It enables you to enter and manage contribution details for members in an organized and efficient manner.

1. Login to your Humble Organizer account and navigate to the Members section in the navigation menu.
2. Select the member's name you want to add a contribution record for to access their profile page.
3. On the member's profile page, click "View Contributions" to access the member's contribution records.
4. The member's contribution page displays a list of all the contribution records for that member.
5. To add a new contribution record, click "Add Contribution."
6. Provide the necessary details, including the date, dollar amount, and payment method for the contribution.
7. Click "Create Contribution" to save the record.
Note: Online transactions made through the online giving page are automatically recorded for the respective member who made or collected the contribution.

By following these steps, you can effectively track and manage contribution records for your organization using Humble Organizer.

Description: This guide explains how to set up and customize giving pages in Humble Organizer, allowing members to solicit contributions and receive credit for collecting funds for specific contribution types.

1. Login to your Humble Organizer account as an administrator and navigate to the Contributions section in the Administration menu.
2. Under the Contributions submenu, click "Contribution Types."
3. Locate and click on the name of the contribution type for which you want to set up a giving page.
4. Scroll down to the "Giving Page" section.
5. To select a Feature Image, click on one of the available images from the provided list. Please note that the Feature Image cannot be customized.
6. Provide a heading, subheading, and content for the giving page. Use these sections to describe the purpose and impact of the contribution type for prospective donors.
7. Add a list of suggested donation amounts as a comma-separated list (e.g., 10, 25, 50, 100). These amounts will be presented as options for donors, who will also have the option to enter a custom amount. These amounts will be displayed on the giving page.
8. Click "Save Contribution Type" to save the giving page details.
9. In the Contribution Info section, click the switch next to the "Giving Page" option to enable the page for members.
10. After saving, you can click "Preview Page" to see how the page will look. Feel free to make any necessary updates and save again.

By following these steps, you can set up and customize giving pages in Humble Organizer, providing your members with a specialized URL link and QR code to share via social media, email, text, or printed materials for effective contribution collection and tracking.

Welcome to the guide on how to use your Giving Page in Humble Organizer. Follow the steps below to access and utilize your Giving Page effectively.

1. Log in to your Humble Organizer account.
2. Click on the "My Giving Pages" link in the navigation menu.
3. The Giving Pages page will display a list of available giving pages associated with your account.
4. Each giving page has a unique link that you can use to share with potential donors.
5. To access the QR Code for your giving page, simply click on the "QR Code" link associated with the respective page. This will display a mobile-friendly page with the QR code for your giving page.
6. If you want to preview how your specific page looks, click on the "Preview" link next to your page.

Thank you for using Humble Organizer and maximizing the use of your Giving Page to collect contributions from donors.

Welcome to the guide for managing multiple locations for Local Accounts in Humble Organizer. If you have been assigned multiple locations, this guide will show you how to switch between them and set your preferred visible location on your account. Follow the steps below to manage your locations effectively.

1. Login to your Humble Organizer account as a Local user.
2. From the navigation menu, click on the "My Profile" link.
3. On your profile page, navigate to the "Locations" tab.
4. In the "Set Default Location" drop-down menu, select the location you want to make visible on your Local pages.
5. Click the "Save" button to save your changes.

By following these steps, you can easily switch between your assigned locations and set your preferred visible location for your Local pages. This allows you to access location-specific information and perform tasks associated with that particular location.

Please note that only one location will be visible at a time for Local Accounts. Switching the default location will ensure that you have the appropriate access and visibility for the selected location.

If you need to switch to a different location, simply repeat the steps above and select the desired location from the "Set Default Location" drop-down menu.

Thank you for using Humble Organizer for managing multiple locations with your Local Account.

Welcome to the guide for managing multiple divisions for Division Accounts in Humble Organizer. If you have been granted access to multiple divisions, this guide will show you how to switch between them and perform tasks specific to each division. Follow the steps below to effectively manage your divisions.

1. Login to your Humble Organizer account as a Division user.
2. From the navigation menu, click on the "My Profile" link.
3. On your profile page, navigate to the "Divisions" tab.
4. In the "Set Default Division" drop-down menu, select the division you want to make visible on your Division pages.

By following these steps, you can easily switch between your assigned divisions and access the specific information and tasks associated with each division. This allows you to manage different regions or groups effectively.

Please note that only one division will be visible on your Division pages at a time. By setting the default division, you can ensure that the relevant division is displayed when accessing division-specific pages and features.

Thank you for using Humble Organizer for managing multiple divisions with your Division Account.

Welcome to the guide for setting up recurring payments in Humble Organizer. Recurring payments allow you to automatically contribute a specified amount at regular intervals. Follow the steps below to set up and manage your recurring payments.

1. Log in to your Humble Organizer account.
2. Click on "My Profile" in the navigation menu.
3. On your profile page, click on "View Automatic Payments" to access the automatic payments page.
4. The automatic payments page displays the current automatic payments that are already set up.
5. To set up a new automatic payment, click on the "Setup Automatic Payments" button.
6. Enter the dollar amount for each contribution type you wish to set up payments for and click the "Next" button.
7. Select the frequency of the payment: weekly, monthly, or yearly.
8. Set the specific day for weekly payments, choose the 1st, 15th, or last day of the month for monthly payments, or specify the day of the year for yearly payments.
9. Click the "Next" button.
10. Verify that the contribution type amounts, total, and recurring frequency are correct. If needed, click the "Back" button to make changes.
11. Once verified, click the "Next" button.
12. Enter your payment details, either using a credit/debit card or bank account.
13. Click the "Finish" button to complete the setup process.
14. From the automatic payments page, you can view details about your automatic payments by clicking the "Details" link next to the automatic payment profile.
15. On the automatic payment profile page, you can see the status, total contributions given, next payment date, recurring frequency, and the number of completed payments.

To manage your automatic payments, there are two methods to stop them:
- If you want to pause payments temporarily, you can click the "Pause" button. Pausing will stop the automatic payment and can be resumed later without going through the setup process again. Missed payments will not be collected. When ready to resume, click the "Resume" button.
- Clicking the "Stop" button will permanently stop payments and remove the automatic payment profile from the system.

Thank you for using Humble Organizer to set up and manage your recurring payments.

Welcome to the guide for making a one-time contribution payment in Humble Organizer. Follow the steps below to contribute to specific contribution types with a single payment.

1. Log in to your Humble Organizer account.
2. Click on the "My Contributions" link in the navigation menu.
3. The "My Contributions" page displays all your contribution records.
4. To make a new contribution payment, click the "Add a Contribution" button.
5. Enter the dollar amount next to the contribution types you want to contribute to.
6. Click the "Next" button.
7. Verify that the amounts and overall total are correct. If needed, click the "Back" button to make changes to the amount.
8. Once verified, click the "Next" button to proceed.
9. Enter your billing information on the payment page. You can choose to use a debit/credit card or a bank account for the payment.

Thank you for using Humble Organizer to make your one-time contribution payment.

Welcome to the guide on how to use your Giving Page in Humble Organizer. Follow the steps below to access and utilize your Giving Page effectively.

1. Log in to your Humble Organizer account.
2. Click on the "My Giving Pages" link in the navigation menu.
3. The Giving Pages page will display a list of available giving pages associated with your account.
4. Each giving page has a unique link that you can use to share with potential donors.
5. To access the QR Code for your giving page, simply click on the "QR Code" link associated with the respective page. This will display a mobile-friendly page with the QR code for your giving page.
6. If you want to preview how your specific page looks, click on the "Preview" link next to your page.

Thank you for using Humble Organizer and maximizing the use of your Giving Page to collect contributions from donors.