Initial onboarding checklist

Initial onboarding checklist

Initial onboarding checklist

Some key elements of Operoo which a Group Administrator should check as an initial priority are as follows: 

  1. Compare SMS Membership with the profiles listed in Operoo. If there are youth members who do not have a profile in Operoo it will most likely be due to them not having a nominated email address in SMS. Missing adult members in Operoo will most likely be due to them not having an email address recorded in SMS. 
  1. Check for any red profiles in Operoo. This means their recorded email address is invalid and the member’s family are not receiving emails from Operoo. Ascertain the correct email address in SMS.
  1. Review the Staff are assigned to each Section. You will be able to see the Staff allocation in the bottom right-hand corner of Operoo.

·         Organisation Settings – there are a number of system settings in Operoo which the Administrator can change by clicking on “Settings” then “Organisation Settings”: 

  1. Contact details for the Group – the Administrator should change the “Administrator name”, “Administrator title” and “Administrator email” fields to reflect their own details. Any local emails to Group members will then appear to come from them and replies will also go to them. If this is not done then any local emails will appear to come from the hierarchy head. 
  1. Frequency reminder emails – this field is used to control the frequency of reminder emails to Group members. “5 days” is the default option. 
  1. Allow Staff to create eForms – by clicking this box Staff will be able to create an eForm and attach members to it, although the eForm will still need final approval (enabling) by the Administrator.
  1. Allow Staff to enable eForms – this is off by default. If you wish Staff to be able to create and send eForms for the Group then enable this option. Leaving this option off means that one of the Administrators must check and enable the eForms when they are ready to be sent.
  2. Decide if the Group is going to use Operoo to accept payments using eForms. Stripe is the supported payment gateway. If your Group is already using Stripe within Xero you can use the same Stripe account within Operoo. See How does an Administrator set up the Payments Feature?​

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