Getting Started

Log in, learn the dashboard, and keep your data clean.

Articles

Welcome to the HelpOne Knowledge Base
Welcome to the HelpOne Knowledge Base – your guide to managing contacts, fundraising, volunteers, events, participants, and more.
How to log in and navigate HelpOne
Learn how to log in to HelpOne and navigate the main sections of the platform.
Understanding the main dashboard
Understand the HelpOne main dashboard and how to customize the widgets you see.
Best practices for data hygiene
Best practices for keeping clean, accurate data in HelpOne.
How to hide or show modules
HelpOne includes volunteers, events, fundraising, finances, HR, policies, and more. You can hide any module you are not using yet so the dashboard stays clean. Hidden modules stay in the account. You can turn them on later without a migration. #...