How to Maintain DonorHub Lite
1.If you are set up to synchronize with a remote web server, anytime you are about to begin working inside the program, you should start off by synchronizing.
Menu Path: File | Synchronize
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2.Synchronize. This will cause new data to be pumped into DonorHub Lite (one-way) so that it accurately reflects your existing enterprise donation and financial systems.
Screen Link: Manage Data Pumps
Press the <Pump All> button.
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3.When this process is complete, you should be provided a "Sync Log" that provides a summary of what happened. When you close the log, you may also be prompted to synchronize with your remote Web server.
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4. Setup users with access to their data.
Screen Link: Manage Web Users
Press the <New Web User> button.
Each user may have multiple profiles they can pick from within TntConnect with downloading information.
Example: A staff member may have one profile for contributions given to their personal account, and another profile for contributions to ministry accounts over which they have responsibility.
Right-click on the user's name in the list to add a new profile. Each profile can be associated with designations and financial accounts. In order for the user to get started, you will need to provide a "Registration Code" and you will need to communicate this code to them.
Screen Link: Enter New Registration Code
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Staff or Donor web users
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Auto registration with sso email
Category designation for accounts
5.When you are done working, if you are setup to synchronize with a remote web server, you must synchronize for the Web server to reflect any changes you made.
Menu Path: File | Synchronize
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Read More > How to Integrate TntConnect with DonorHub Lite