Getting Started 3

• Welcome to your bantu Workspace Free Trial!
• Activating your bantu Workspace Account
• Getting Started Checklist

A Tour of bantu Workspace 5

• Introducing the Dashboard for Main Organiser Accounts
• Introducing the Dashboard for Sub-Organiser Accounts
• A Tour of 'Manage My Account'
• A Tour of "Manage my Organisation"
• How Can I Keep Up With the Latest Updates and Features to bantu Workspace?

Setting Up Workspace 4

• How to Change your Password
• Editing your Organisation Profile
• Adding Sub-Organisers to your Organisation
• Adding Contacts’ Past Skills and Hours prior to bantu Workspace

Creating a Project 6

• How to Create a New Project
• Why Can't I Upload an Image for My Project?
• How do I Search Across All my Projects in bantu Workspace?
• What Will My Project Look Like to Users When I List it on bantu.life?
• Duplicating a Project

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Editing a Project 8

• How to Edit a Project
• Why is my Project not showing up on the Community Portal?
• How Do I Automatically Approve Participants For My Projects?
• Why am I Unable to Edit My Project Recurrence After I Have Created My Project?
• Why am I Unable to Delete My Project?

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Adding Contacts to a Project 1

• Adding Contacts - Assign Contacts to Projects

Managing Contacts in a Project 8

• A Tour of "Manage Project"
• Assigning Members to Roles & Timeslots in a Project
• How do I Approve or Reject a Participant?
• Why Can't I Edit the Information of Some Members?
• Adding Contacts - Add a Person Directly

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Account Information 2

• How to Reset Password for My Workspace Account
• Transferring Organiser Account to a Colleague

Organisation Level Data 4

• How to Edit Contact Information
• Will Contact Data Stored in my Organisation be Unique to my Organisation Only?
• How to Create or Edit Custom Fields
• How to Use Custom Fields in Workspace

Access Levels & Permissions 7

• Differences Between a Main Organiser and a Sub-Organiser account
• What Happens to the Project(s) When my Sub-Organiser Account is Deleted?
• Transfer Projects to Sub-Organisers
• Can I Have More Than One Main Organiser Account?
• What Information of Individual Users Can I View as a Main Organiser vs. a Sub-Organiser?

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Taking Attendance 4

• Taking Attendance in a Project
• How Do I Set a Password for the Attendance Link?
• Can I View the Different Assigned Roles of my Participants Via the Attendance ink?
• Can I Alter the Number of Hours of my Participants for a Project?

Analysing Attendance data 1

• Attendance Analytics

Importing Contact Data 8

• Adding Contacts - Import Contact Data
• Importing Member Data Into a Specific Project
• How to import Custom Fields data into Workspace?
• How to Format Dates Correctly in Excel
• How to Format Phone Numbers Correctly in Excel

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Exporting Contact Data 3

• Exporting Contact Data
• Exporting Custom Fields
• Can I Export Data in CSV Format?

Analysing Contact Data 7

• Searching & Filtering Contact Data
• Exporting Organisation Reports
• Deleting your Member Data
• How Do I Customise the Fields I See in the Data Tables?
• How do I Create and Edit Saved Filters?

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Custom Report Templates (Add-on Feature) 4

• Guide to Organiser Analysis Report
• Guide to Contact Analysis Report
• Guide to Project Analysis Report
• Guide to Contact Demographics Report

Automated Emails & SMSes 8

• Sending Out Automated Emails or SMSes to Participants In a Project
• How Do I Customise an Email Template?
• Why Does my Automated SMS Timeslot Turn Itself Off?
• Why Was my SMS Not Sent to the Participant?
• Why Was my Email Not Sent to the Participant?

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Ad-hoc Emails & SMSes 1

• Sending Out Ad-hoc Emails & SMSes

Email & SMS Count 3

• What Counts Towards my Email and SMS Limit?
• Will Failed SMS and Email Messages be Counted to Total SMS/Emails Limit?
• Where Can I View the Number of Emails and/or SMSs Sent Out Each Month?

WhatsApp Feature 1

• Sending WhatsApp Messages to Contacts

About Subscription 2

• Non-Profit Discount Eligibility
• Data Migration Service to bantu Workspace

Cancelling Workspace Subscription 3

• What Happens to my User Data if I Decided to End the bantu Workspace trial?
• Cancelling your Workspace Subscription
• Deactivation of Organisation Accounts

Policies 0

Security 0

Intro to the bantu Community Portal 5

• What is the bantu Community Portal?
• How to Sign Up for Projects
• What are the Badges that Members can Get?
• How to Edit or Withdraw from Timeslots of Project
• Why am I Unable to Register for a Community Portal Account?

For bantu Community Portal Users 7

• Creating/ Registering an Account On the Community Portal
• How to Access and Edit your Community Portal Profile
• How to Verify your Account on the bantu Community Portal
• How to Reset Password for My Community Portal Account
• Do I need to fill up a form for each Project Sign Up?

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