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…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Recent Posts
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…
Read moreCustomizing 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…
Read moreIntegrating 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…
Read moreCreating 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…
Read moreContact 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…
Read moreCompass-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…
Read moreAdding 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…
Read moreAdding 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…
Read moreAdding Custom Tags
Compass-360 has a preconfigured list of common tags, but you can add custom tags, often unique to a data point your organization collects, that you can better…
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