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Admin Guides
Your admin-only guide to setting up a project, running data imports, and managing users
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
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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
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
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