ChMS Setup

ChMS Setup

In-depth training for new ChMS admins.

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About this Course

Enroll in this course to learn about the ChMS system settings and how to setup your ChMS software. This course is designed primarily for admins who have access to the settings within your software such as the Account, General, and Campus settings, Customizable Fields and more!

Who would benefit from this course? 

  • Administrative Support
  • Executive Pastors

Curriculum1 hr 6 min

  • Upcoming Workshops
  • Join Us Live
  • Introduction
  • Introduction to ChMS Setup
  • Configuration and Settings
  • Settings for Getting Started 0 hr 19 min

    In this video, we will walk through setting up your ChMS site. We will learn to update and manage your General and Campus settings. Where to find your Account settings and add/change the Master Admin, Support Contacts and Billing Contacts.

    Additional Resources: 

    Learn about Campus Favorites with this article

    Strategy Guide: Launching Pushpay ChMS Checklist

  • Customizable Fields 0 hr 9 min

    In this lesson, learn how to manage your customizable fields. Learn to adjust wording to match your organizations language as well as add fields that meet your specific needs. 

    Additional Resources:

    Article: How to Create/Edit Customizable Fields

  • Profile Types 0 hr 11 min
  • Privacy Defaults & Settings 0 hr 9 min

    In this lesson, learn how to setup profile types and privacy defaults for all newly created profiles. You will also learn how an individual can manage their own privacy settings. 

    Additional Resources:

    Article:

    Learn About Privacy Defaults

    Learn about Privacy Settings

    How to edit Privacy Settings in Mass

  • How To
  • Assign Logins to Your Team 0 hr 9 min
  • API & Integrations 0 hr 6 min

    In this lesson, learn how to add an API user and how to access the API guide. 

    Additional Resources:

    Article: Learning about API

  • Public Pages 0 hr 2 min

    In this video, learn how to find tools such as our Public Groups, Public Needs, Forms and more and add links that allow you to add these tools to your public website. 

    Additional Resources:

    Article: Public Pages 

  • Next Steps
  • Course Feedback
  • What's Next?

About this Course

Enroll in this course to learn about the ChMS system settings and how to setup your ChMS software. This course is designed primarily for admins who have access to the settings within your software such as the Account, General, and Campus settings, Customizable Fields and more!

Who would benefit from this course? 

  • Administrative Support
  • Executive Pastors

Curriculum1 hr 6 min

  • Upcoming Workshops
  • Join Us Live
  • Introduction
  • Introduction to ChMS Setup
  • Configuration and Settings
  • Settings for Getting Started 0 hr 19 min

    In this video, we will walk through setting up your ChMS site. We will learn to update and manage your General and Campus settings. Where to find your Account settings and add/change the Master Admin, Support Contacts and Billing Contacts.

    Additional Resources: 

    Learn about Campus Favorites with this article

    Strategy Guide: Launching Pushpay ChMS Checklist

  • Customizable Fields 0 hr 9 min

    In this lesson, learn how to manage your customizable fields. Learn to adjust wording to match your organizations language as well as add fields that meet your specific needs. 

    Additional Resources:

    Article: How to Create/Edit Customizable Fields

  • Profile Types 0 hr 11 min
  • Privacy Defaults & Settings 0 hr 9 min

    In this lesson, learn how to setup profile types and privacy defaults for all newly created profiles. You will also learn how an individual can manage their own privacy settings. 

    Additional Resources:

    Article:

    Learn About Privacy Defaults

    Learn about Privacy Settings

    How to edit Privacy Settings in Mass

  • How To
  • Assign Logins to Your Team 0 hr 9 min
  • API & Integrations 0 hr 6 min

    In this lesson, learn how to add an API user and how to access the API guide. 

    Additional Resources:

    Article: Learning about API

  • Public Pages 0 hr 2 min

    In this video, learn how to find tools such as our Public Groups, Public Needs, Forms and more and add links that allow you to add these tools to your public website. 

    Additional Resources:

    Article: Public Pages 

  • Next Steps
  • Course Feedback
  • What's Next?