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CyberGrants  ·  For: Admins

Not sure where to start?

We know getting started can feel overwhelming, so we’ve created a recommended learning path to guide you. Whether you're new or looking to deepen your knowledge,

Welcome to the training hub. Our free webinars are designed to help guide you through each phase of your CyberGrants journey so that you can optimize the system in a way that best supports your organization’s goals.

We’ve broken your CyberGrants journey into three phases:

  • Onboarding – For administrators seeking help with setting up a brand-new CyberGrants system. Click the button below to view a list of the onboarding webinars and the order in which we recommend viewing them.
Click here to view & register for Onboarding webinars

If you’re just getting started with CyberGrants, we recommend completing the following webinars in the order in which they are listed below. Click the desired webinar title to begin.

  1. Implementation Overview
  2. AP Feed Extension
  3. General Criteria Extension
  4. Data Extract Extension
  5. Vendor Start up File Extension
  6. Vendor Feed Extension
  7. Alert Extension
  8. Google Maps Extension
  9. Email Merge Fields Extension
  10. Super PDF Extension
  11. CAFA (non – SKD) Extension
  12. Multi-Currency Extension
  13. CGDS Configuration (non -SKD) Extension
  14. HR Feed Extension
  15. Gift Criteria Extension
  16. Match Function Extension
  17. Charitable Spending Account (CSA) Extension
  18. Dollars for Doers International Extension
  19. Event Sign-up Bulk Upload Extension
  20. Payroll Feed Extension
  21. Payroll Startup File Process Extension
  22. United Way Extension
  23. Fundraising Extension
  24. Leaderboard Portlet Extension
  25. Life Science Extension
  26. Impact Report Scheduler Extension

  • Foundational – For CyberGrants Administrators who’ve completed onboarding and are ready to master the foundations and best practices of the system. Click the button below to view a list of the foundational webinars and the order in which we recommend viewing them.
Click here to view & register for Foundational webinars

Now that your initial system setup is complete, you’re ready to learn the foundations and understand the best practices for working with CyberGrants. Click the desired webinar title to begin.

  1. User Management Webinar
  2. Understanding Email Events & Reminders
  3. Understanding CyberGrants Disbursement Solutions
  4. Budget Management
  5. Approval Workflows – Ownership & Routing
  6. Understanding Employee Engagement
  7. HR Feeds Overview
  8. How to Configure Support Areas for Admins
  9. Understanding Grants Management
  10. Contact Center Support for End Users

  • Advanced – For seasoned administrators who have mastered the fundamentals and are ready to learn about additional features that can help you get the most out of CyberGrants. Click the button below to view a list of the foundational webinars and the order in which we recommend viewing them.
Click here to view & register for Advanced webinars

Now that you’ve mastered the fundamentals, you’re ready to discover advanced features that will help you get the most out of your CyberGrants instance. Click the desired webinar title to begin.

  1. Update an Approval Workflow
  2. Understanding Organization Vetting for Employee Engagement Programs
  3. Updating Eligibility Date Ranges
  4. Configuring Bonterra eSignatures
  5. Using Bonterra eSignatures

No matter where you are on your journey, we have you covered. Click the path that best describes the phase you’re currently in to view and register for the webinars we recommended for that phase.

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