Admin Guides

​Getting started with a new project

All you need to know to get started – including customizing a project, preparing and importing spreadsheet data, and inviting users.

• Set up a project
• Users and membership guide (+videos)
• User roles and permissions

​Project settings

As the admin of your Broadstripes project, you have a lot to keep track of. The Project settings page gives you a single access point for all your admin tools, making your job a little simpler.

• Project settings overview
• General settings
• Lists, Custom fields, and Events
• Codes and Assessments
• Leader roles
• External systems
• Data imports
• User groups
• Project members
• Job titles/Classifications
• Status report definitions
• Calculated columns
• Custom house visit questions
• Spreadsheet template reports
• Contact types
• Employment data review
• Outgoing email settings
• Email templates
• Sent email
• Temporary visibility
• Limited visibility

Data Import

Learn about bringing spreadsheet data into Broadstripes.

• Import a spreadsheet
• Data import overview
• Analyze import results
• Analyze import results WIP
• Get ready to import data

​Data Tools

Where does my data belong? Take a deep dive into Broadstripes' different custom data tools and their intended uses.

• Data tools overview
• Organizing tools overview
• Assessment codes
• Leadership roles
• Built-in data
• Custom fields
• Events
• External systems
• Tag lists
• Working with Calculated Columns