ZSuite User Help Documentation

Introduction

Dashboard Tools

• The Calendar Tool
• The To Do List
• Downloading Shared Files
• Announcements

Video Tips

ZSuite Account Setup

• Creating a New Household Account
• Create Youth Member and Adult Volunteer Profiles
• ZSuite Account Types
• Using ZSuite on Mobile Devices

Record Books

General User Help Items

• Accessibility
• Clear Browser Cache
• Event Registration
• Join an Additional Club
• Minimize Menu Bar
• Resetting Your Password
• Switching Household Profiles
• System Updates
• Transfer to another State or County

The Clover Academy (LMS) - Training & Curriculum

Enrollments

• Enrollment - Member and Volunteer
• Member/Volunteer - One Page Tipsheet
• Member Re-Enrollment
• Volunteer Re-Enrollment

Administrative Functions

• Unit Volunteer Functions
• Getting Started - Home
• Unit Reports

County Admin Functions

• Adding Shared Files
• Approving Volunteers
• Approving Youth Members
• Making County Announcements
• Managing Households
• Fair Preparation - Age Division Custom Report
• Fair Preparation - Project Custom Report

District/Region Admin Functions

• Making District Announcements
• District/Region Event Approvals
• Adding District/Region Shared Files

Reports

• Canned Reports
• Custom Reports
• Custom Reports - Military

Email Marketing

• Creating an Email List
• Creating a ZMail template
• Send an Email
• Sent Email Metrics
• Non-Delivery Troubleshooting
• Spam Words to Avoid

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