How to set an employee as active or inactive
Click the “Employees” drop-down menu from the top menu bar.
Select “Employee List”.
On the right side above the employee’s names, select the “Show All” option.
Now you will be able to see all of your employees. Beside the name of the employee that you wish to set as active select “Update”.
At the bottom of the page you will see a toggle switch, you may click this switch to set the employee as active or inactive. Green is active, no colour is inactive.
Once you have set the employee as active or inactive click “Submit” and you have updated this employee.
NOTE: If an employee is in a pool, they are unable to be set as inactive until they have been removed from the pool.
How to set a Donor as active or inactive
Click the “Client” drop-down menu on the top menu bar. In that drop-down select the “View Clients” option. Beside the client’s name that the donor is associated with, click the “View” button. In the Donor section click the “Show All” button. This ...
Adding an Employee
Click the “Employees” drop-down menu from the top menu bar. Now click “Add Employee”. You will need to input the required information for the employee: first name, last name, date of birth, phone number, ID number, ID type. If you would like you are ...
Click the “Client” drop-down menu on the top menu bar. Select “View Clients”. Beside your client’s name click “View”. In the Donor section click the green “New” button. Fill in the donor’s information; first and last name, date of birth, donor ID, ...
Setting Up Your New Account
When you are first set up with Veriport you will receive an email informing you that you have been added as a user on Veriport. This email will inform you of your username as well as give you a link that will lead you to set up your password. ...
Generating Participation Reports for Pools
The following are instructions for generating a participation report in Veriport First, select the “View Pools” option from the “Pools” drop-down menu. This will take you to the page that will show you the pools you have for the selected year. If you ...