System Admin - How to manage your organisation's Upshot account (Webinar)

Recorded December 2021

Our  Upshot Community Webinar Series features different aspects of the Upshot system in clear and easy recordings. Ideal for new users and those looking to expand their knowledge too.

The ninth in the series ' System Admin - How to manage your organisation's Upshot account' covering all the additional functions available under the Admin tab. Ranging from simply adding new users to changing your registration form, this webinar explores how System Admins can complete these actions.

Please view the webinar by clicking here.

Chapters

00:00 - Introduction 

03:55 - Managing 'Users' 

15:00 - Data fields, Timeline Events and Data Display options 

25:07 - Attendee sign-up form and Bulk Importing Attendees 

33:00 - Age Groupings 

35:59 - Sent Emails 

37:50 - Pseudonymisation Log 

40:50 - Location 

42:55 - Activity Types, Strategies & Outcomes 

46:33 - Registers 

47:32 - Funding Organisations 

50:52 - Standardised Questions & Surveys 

53:18 - Media

Updates

Since the recording of this webinar there have been further additions to the actions available to System Admins under the Admin tab.

System Admins now have more flexibility around the default Gender and Ethnicity fields, allowing organisations to include more of the options available or set some to 'Not displayed' if not needed. The options chosen will be displayed on both the registration form and within the demographic questions used as part of Public Surveys.