Article #1 - Login and Access Your Backoffice

Article #1 - Login and Access Your Backoffice

 

Step 1: Head over to you campaign portal and click "Login" at the bottom of the page.
 


Step 2: Enter your login credentials and click "Log in"
 


Step 3: Once login is successful you'll be presented with a welcome message. You'll also notice a green button with a wrench now appears at the top of the page. Clicking the wrench opens up your Control Panel. 
 


Step 4: In the Control Panel click the big green "Backoffice" button.
 


Step 5: You are now in the Dashboard Page of your Backoffice. This is a secure area and is only visible to site owners. All of your contacts and any administrative tasks like mass email, contributions, membership information and events is located here in the Backoffice.
 

Side Notes
Understanding terminology: "Frontend" part of your portal vs. "Backend" part of your portal
You have just logged in and navigated your portal from the frontend (website) to the Backoffice (CRM