ChMS account set up

Welcome to the learning center.

People Categories

Helpful links

How to use People Categories
How People Categories Work
How to Set Up and Customize People Category Layouts
How to Create and use Custom Fields
How to Restrict Access to Fields in Profile Layouts
How to Restrict Access to Fields in Reports
How to Change a Person’s People Category
How to see a Breakdown of People Categories

People Status

Helpful links

What is a People Status?
Family Structure and Relationships
How to Mark a Person as a Child

People Settings

Helpful links

What is a People Flow
How To Archive People
How To Reactivate Archived People

Demographics / Sub-demographics

Helpful links

What is a Demographic
How to Set Up Demographics
Mass Assign Demographics
What is a Demographic Progression
How to set up a Demographic Progression

Departments, Sub-departments and Positions

Helpful links

What is a Department
Uploading a Sermon
Building Departments & Assigning Volunteers
How to Set Up a Department
How Self Assign works in Departments
What is a "Reports To Person"?
Why Assigning a "Leadership Position" helps with reporting?

Locations and
Merging Duplicates

Helpful links

What is Locations?
Do we need Locations?
How to set up Locations
How to Merge Duplicate People
How to Unmark a Person as "Not a Duplicate"
How to Delete a Person
What Happens When you Delete a Person

Groups - Settings and Categories

Helpful links

Overview of Groups
How to Create a Group
Adding People to a Group
How to mark a Person as a Group Leader
How to remove a Person from a Group
What are Group Categories
How to set up Group Categories
How to Enable Groups in the Member Area

Services - Settings & Types

Helpful links

What is a Service in Tithe.ly ChMS
What is Service Types
How to Utilize Service Plans

Note Categories, Directory Settings

Helpful links

What is a People Note?
How to Set up Note Categories
How to Categorize Notes and Make them Private
What is the Member Directory
How to set up the Member Directory
How to Give a Person Access to the Member Directory

Events, Calendar, Financial

Helpful links

Events in Tithe.ly ChMS
How To Create an Event
Calendars in Tithe.ly ChMS
Using the Calendar
How to Add the Calendar
How to Show a Calendar in the Member Area
How to Subscribe to your Tithe.ly ChMS Calendar
All things Financial in Tithely ChMS
Financial Giving Statements

Posts, Layouts Settings

Helpful links

Posts in Tithe.ly ChMS
How to add a Post to the Member Area
Different Ways to Customize the Appearance of Your Account
How to Customize the Look of Your Different Department Layouts
Information About Assigning Departments to a Layout

Access Permissions & Super Admins

Helpful links

Using Access Permissions
Who is your Super Admins?
Lockdown Areas
Restrict People Access
Restrict Group Access

Welcome to Elvanto Onboarding

Please note, if you paid for 1on1 Elvanto Onboarding an Onboarding Coach will be reaching out soon, or if you’re interested in paid training, email us at grow@tithe.ly and let us know!

The steps below have been designed by our Onboarding Team to walk you through everything you need to know about Building, Learning and Launching your Elvanto account. We have broken this process down in 3 steps, please see those below.

Move over any data that you have from other systems.

Integrate Elvanto with any other needed accounts, including Tithe.ly!

Customize your Elvanto URL to something easy to remember!

Adding Super Admins →

Sending Log In Credentials →

Stage 1: people

Stage 2: Locations

Stage 3: Permissions

People Categories

Helpful links

How to use People Categories
How to Set Up and Customize People Category Layouts
How to Create and use Custom Fields
How to Restrict Access to Fields in Profile Layouts
How to Restrict Access to Fields in Reports
How to Change a Person’s People Category
How to see a Breakdown of People Categories

People Status

Helpful links

Family Structure and Relationships
How to Create a Family in Elvanto

People Settings

Helpful links

What is a People Flow
Deleting a Person in Elvanto

Demographics / Sub-demographics

Helpful links

What is a Demographic
How to Set Up Demographics
What is a Demographic Progression
How to set up a Demographic Progression

Departments, Sub-departments and Positions

Helpful links

What is a Department
Building Departments & Assigning Volunteers
How to Set Up a Department
How Self Assign works in Departments
What is a "Reports To Person"?
Why Assigning a "Leadership Position" helps with reporting?

Locations and
Merging Duplicates

Helpful links

What are Locations?
Do we need Locations?
How to set up Locations
How to Merge Duplicate People
How to Mark a Person as "Not a Duplicate"
How to Delete a Person

Groups - Settings and Categories

Helpful links

Overview of Groups
How to Create a Group
Adding People to a Group
How to mark a Person as a Group Leader
How to remove a Person from a Group
What are Group Categories
How to set up Group Categories
How to Enable Groups in the Member Area

Services - Settings & Types

Helpful links

What is a Service in Tithe.ly ChMS
What are Service Types?
How to Utilize Service Plans

Note Categories, Directory Settings

Helpful links

What is a People Note?
How to Set up Note Categories
What is the Member Directory?
How to set up the Member Directory
How to Give a Person Access to the Member Directory

Events, Calendar, Financial

Helpful links

Events in Tithe.ly ChMS
How To Create an Event
Calendars in Tithe.ly ChMS
Using the Calendar
How to Add a Calendar
How to Show a Calendar in the Member Area
How to Subscribe to your Tithe.ly ChMS Calendar
All things Financial in Tithely ChMS
Financial Giving Statements

Posts, Layouts Settings

Helpful links

Posts in Tithe.ly ChMS
How to add a Post to the Member Area
Different Ways to Customize the Appearance of Your Account
How to Customize the Look of Your Different Department Layouts
Information About Assigning Departments to a Layout

Access Permissions & Super Admins

Helpful links

Using Access Permissions
Who are Your Super Admins?
Lockdown Areas
Restrict People Access
Restrict Group Access

Send login information to people in your Elvanto account.

Click here to register →