Admin
Handover without amnesia: changing admin teams safely
Promote the incoming admin, walk the console together, transfer the weekly rhythm (queue, dashboard, wallet), and let the audit log plus handbook carry institut
Admin
Spreadsheet hygiene for the ongoing organization
After launch, the directory is the source of truth — spreadsheets become exports, not masters. New joiners enter via the console or small imports;…
Admin
Member onboarding beyond the invite: getting to 90% active
Activation is a campaign, not an event: personal invites, a launch broadcast with one concrete task, unit heads nudging their own people, and a…
Admin
The five admin mistakes we see most (and their fixes)
Over-broadcasting, skipping view-as, hoarding admin rights, ignoring the update queue, and never exporting. Each has a one-line fix built into the product — the
Admin
Launching your directory in one day: an admin runbook
Morning: import and fix flagged rows. Midday: build units, set visibility, preview with view-as. Afternoon: create two audiences, send the welcome broadcast, sh
Admin
Last-verified dates: an expiry system for stale records
Every record carries the date its details were last confirmed. Stale entries surface automatically, verification campaigns chase them in bulk, and the roster's
Admin
Update requests: the approval queue that keeps rosters true
Members propose changes to controlled fields; admins approve or reject from a queue with full context. The directory absorbs hundreds of corrections a year…
Admin
Trash and restore: designing for admin mistakes
Removing a member moves them to a restorable trash, not oblivion. The philosophy runs platform-wide: imports roll back, visibility previews before applying, not
Admin
The audit log: answering “who changed this?” in ten seconds
Every administrative action — edits, imports, visibility changes, approvals, removals — lands in an append-only audit log with actor, action and timestamp. Disp
Admin
Reading the admin dashboard: six numbers that run your org
Members (total and active), 30-day broadcast read rate, acknowledgment compliance, wallet balance and dues outstanding — the console opens on the vital signs, s