Compass-360 System Requirements

Compass-360 has a client that will need to be installed on your various desktop/laptop machines (Windows or MAC). The client is fairly lightweight. It can run with...

Adding a New Compass User

If you are adding a new staff member or volunteer that will need access to Compass, you can do so in the User Management Module! Within User...

Installing Compass-360

First, download Compass-360. Choose the version you need, download and run it.  Follow any instructions, clicking the Next button to run through the install. When you click the Finish,...

Adding Organization Details

There are various details to configure in your database for consistent organizational branding across your secure portal pages, such as your organization’s logo. In addition, you can...

Adding Organization Tax ID

Adding your tax ID will make it appear on all receipts / invoices for easy reference for donors. From the Site Setup Module, select String Map. Choose...

Integrating Your Stripe Merchant Account

Your Stripe merchant account is fully integrated into Compass-360 and allows you to process payments through all of your online payment portals (donations, ticketing, memberships, etc.) as...

Setting your Default Tax Rate

Set up a tax rate that can be applied toward purchases made through Compass-360. Navigate to the Site Setup Module. From “Select list to manage” section on...

Creating Your Donation Page

Navigate to the Content Management Module and choose Organization from the CMS Categories list. It will automatically default to the Organization Settings – select the tab next...

Contact Us, Privacy Policy, and Terms & Condition links

If you are using the Compass-360 portals for donations, campaigns, memberships, etc. you should set the links at the bottom of the portals to point towards the...

Granting User Permissions to Staff

You will be able manage which modules and functionality each of your staff members will have access to in Compass-360 based on your organization’s needs. To set...

Customizing Your Compass User Instance

Personalize your Compass-360 user instance Select the My Settings button located at the top right of the database The General Settings tab defines the following options: Show...

Email Notifications

Compass-360 can send automatic email notifications to team members for various activities managed in the database. These notifications are sent immediately upon submission and contain the information...

Updating the Compass-360 Admin Password

Compass-360 comes with a default Admin account set up when you initially install the software.  To best protect your Compass-360 security, reset the password for your Admin...

Setting Default Color Themes for Your Compass-360 Portals

You can set the Default Theming of colors that will appear on all portals that you create in Compass-360. If you have created any portals prior to...

Customizing the Layout of the My Dashboard Module

You can lay out your dashboard to support tasks that you perform on a regular basis and see information more quickly. From the My Dashboard module, select...

Adding Images to Compass-360

You can add images to Compass-360 so that they can be used on the various Compass-360 portals that you might setup. Navigate to the Content Mgt module....

Creating Reminders

You can create and assign reminders to team members and yourself using the Reminders/Ticketing feature in Compass-360. General Reminders Open the Reminders / Ticketing module from with...

Changing your Compass-360 Password

Log into Compass-360. Click on the My Settings button in the top right of the window. In the Manage My Settings section, click on the Change Password...

Using Multiple Bank Accounts for Different Activities

If you would like to have revenue from your donation portal, membership portal, or from a specific campaign or specific event, to be routed to different bank...

Editing Phone Number Types

If you need to add or edit the phone number types for your constituents in Compass-360, you can do so in the Site Setup module. Navigate to...

Adding Accounting Codes

Accounting codes are a quick way to organize your funds. However, allocation of funds can be managed at a more detailed level by using Funding Needs. Navigate...