Help center
How can we help?
Guides and answers for every part of MySociety.
Getting started
Signing in, finding your way and the dashboard.
2 articlesSocial Research
Family files, aid applications, verification and reports.
- Add or update a family
- Submit an aid application
- Verify and approve aid applications
- Process many applications at once
- Review families and change the head of family
- Configure application forms and family settings
Workflow
Define the steps, decisions and approvers each application type goes through.
- Set up the workflow of an application form
- Copy or compare workflows between forms
- Manage step and decision names
Individual Aid & Education
Students, education aid applications, verification, configuration and reports.
- Add or update a student
- Submit an education application
- Verify education applications and process them in bulk
- Configure education application types, universities and specializations
- Search students and education reports
Banking & General Ledger
Aid payments, bank transactions, journal entries, reconciliation, reports and ledger setup.
- Pay aid and cancel an aid payment
- Payments, deposits and bank account transfers
- Journal entries and budget entry
- Reconcile a bank account, inquiries and reports
- Bank accounts, GL accounts and ledger maintenance
Donations
Donors, donations, subscriptions, Zakat, Excel import, posting and reports.
- Record a donation and manage a donor
- Zakat offline payment
- Import donations from Excel
- Donation settings, search, posting and reports
Membership & General Assembly
Membership applications, fees, general meetings, elections and member reports.
- Membership applications and member information
- Membership fees payment
- General meetings: information, attendance and minutes
- Elections: nominees, results and positions
- Membership setup, member list upload, search and reports
Communication & Chatbot
Automatic messages, WhatsApp campaigns, communication settings and the WhatsApp chatbot.
- Messages: what the system sends and to whom
- WhatsApp campaigns
- Campaign results and WhatsApp templates
- Communication system settings
- Chatbot on WhatsApp
Trusted Societies Network
Connect with other societies to check families and members, with full control over what is shared.
- Manage trust relations with other societies
- Global Family Search and Cross Check Members
- Trust audit log and preventing a family from being shared
Online Services
The public pages for applications and payments, and the Common Settings that control them.
- Online Services: what the public sees
- Online applications and payments
- Common Settings for online services
Setup
Company details, users and roles, display, fiscal years, accounts setup, backups and dashboard.
- Company, user accounts and access setup
- Display setup, fiscal years and system & GL setup
- Void a transaction, backup and restore, dashboard and reminders