Thank you for scheduling your onboarding trainings! The site introduction videos below provide an overview of several fundamental aspects of the MyRec.com software. These trainings are great for staff users who assist the public with their accounts, and ‘Administrators’ who will create logins for other staff users and make changes to your public-facing site.
- These videos are self paced and must be completed by you and your team prior to starting any of the scheduled training sessions.
- Please keep this in mind and give yourself time to complete all three (3) Site Introduction videos before scheduled training begins.
- The Site Introduction videos in this article are 57 minutes in length.
1. Management Side Homepage, Dashboard & Finance Tab
During this training you will learn how to:
- Navigate your management side dashboard
- Access the knowledge base software
- Add and manage Budget Groups
- Add Expense Groups
- Locate where to add Scholarship Funds
- View all invoices
During or After this Training
Add and edit Budget and Expense Groups. Take a look at our Knowledge Base for additional help articles/videos pertaining to specific features in the MyRec.com Software.
2. Administration Settings & Dept Web Info
During this training you will learn how to manage Administration Settings and add to the Dept Web Info.
In addition you will learn:
- The different Access Levels for Users
- How to make changes to your Global Disclaimer
- How to make changes to your public-facing site
- Where to make changes to Account Settings
- Where to make changes to global Reservation Settings
- Where to add Policies & Info, Staff Groups and Forms
- Where to add Meetings & Minutes, News & Features and Affiliated Programs
During or After this Training
Add Policies, Forms and Staff Information to your public-facing site. If you have Meetings & Minutes, News & Features and Affiliated Programs, add them now, or add them in the future!
A Message to the Primary Onboarding Contact
Go to Administration > Manage Users to create logins for any staff that will be using the MyRec.com Software.
3. Homepage & Public Side Accounts
During this training you will learn:
- How to make changes to the Public Navigation
- Where to add and make changes to Homepage and Social Media Icons
- How to add and manage Homepage Photos, Messages, Announcements, Alerts, Account Messages and Sponsors
- How a member creates an Account on the public side
- How members navigate their public side account overview
During or After this Training
Customize your Public Navigation, Homepage Photos, Homepage Messages and Homepage/Social Media Icons. Create an account on the public side to familiarize yourself with the functionality and display.