For Everyone

Troubleshooting & FAQ

• I Cannot See a Module in My Sidebar
• Frequently Asked Questions: Notifications
• Browser and Device Requirements
• Frequently Asked Questions: Roles and Access
• A Page Says Page Not Found
• Getting Help and Contacting Support
• Frequently Asked Questions: Accounts
• Data Privacy and Your Information
• I Am Not Receiving Email Notifications
• My Changes Are Not Saving

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Nova (AI Advisor)

• Getting Better Answers from Nova
• Opening Nova
• Using Ask Nova Buttons
• Understanding Nova's Sources and Citations
• Asking Questions
• Nova Overview
• Context Panel and Data Sources
• Managing Nova Conversations

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Marketplace

• Browsing Offers
• Marketplace Overview
• Saved Offers and Metrics
• Offer Collections
• Viewing Offer Details
• Tracking Redeemed Offers
• Redeeming an Offer

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Events

• Events Overview
• Event Types
• RSVPing to an Event
• Viewing Your Upcoming Events
• Joining a Virtual Event
• Changing Your RSVP

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Ratings, Favorites & Saved Items

• Reviewing Your Saved Items
• Rating an Item
• Favoriting an Item
• Bookmarking an Item
• Ratings, Favorites, and Bookmarks

People Directory

• Connecting with Members
• Finding People by Role or Location
• Viewing a Member Profile
• People Directory Overview

Activities

• Opening and Reading an Activity
• Understanding Activity Priority and Status
• Understanding Activity Types
• Activities Overview
• Changing an Activity's Status
• Activity Due Dates and Notifications
• Uploading Files to an Activity
• Discussing an Activity in a Thread

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Account & Access

• Why Your Sidebar Looks Different From a Colleague's
• Logging Out
• Switching Between Portals
• Resetting a Forgotten Password
• Verifying Your Email Address
• Creating Your Account
• Logging In
• Signing Up with Google or Microsoft
• Understanding Roles and Permissions
• Troubleshooting: I Cannot Log In

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Academy

• Academy Overview
• Rating and Saving Courses
• Tracking Course Progress
• Reviewing a Course
• Browsing Course Collections
• Course Content Types
• Browsing Individual Courses
• Taking a Course
• Using My Courses

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Resources & Knowledge Base

• Viewing and Downloading a Resource
• Resources Library Overview
• Commenting on a Resource
• Knowledge Base Overview
• How the Knowledge Base Is Organized
• Browsing Resource Categories

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Navigating the Platform

• Finding a Feature You Cannot See
• Navigating the Platform
• Using the Account Menu
• Using the Left Sidebar
• Searching the Help Center
• Collapsing and Expanding the Sidebar
• Using the Header and Breadcrumbs

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Glossary

• Glossary: Fundraising and Cap Table Terms
• Glossary: Platform Terms
• Glossary: Roles
• Glossary: Programs and Applications Terms
• Glossary: Activity and Task Terms
• Glossary: Advisory Terms

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Your Profile & Settings

• Setting Your Timezone
• Changing Your Timezone
• Changing Your Avatar
• Troubleshooting: I Cannot Find the My Details Tab
• Setting Up Your Profile
• Editing Your Profile Details
• Changing Your Password
• System Preferences
• Understanding the Settings Tabs
• Notification Settings

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Advertisements

• Viewing a Sponsored Offer
• Why You See Sponsored Content
• Advertisements Overview

Ping Chat

• Opening Ping
• Sending and Formatting Messages
• Archiving Conversations
• Email Reminders for Unread Messages
• Reactions
• Searching Conversations
• Starting a Group Conversation
• Mentions and Notifications
• Announcements in Ping
• Ping Overview
• Message Threads and Replies
• Starting a Direct Conversation

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