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Introduction

24
  • Welcome to Disciple.Tools
  • Structure of Disciple.Tools explained
  • Developer Documentation
  • Explore a Demo
    • Launch a demo
    • Removing the demo data
    • Inviting other users
    • Migrating your data from a demo
  • Use Case Tutorial
    • Introduction
    • 1. Your Profile
    • 2. Adding Teammates
    • 3. Another Contact
    • 4. Dispatcher Role
    • 5. Updating a Contact
    • 6. Forming a Group
    • 7. Maturing Disciples
    • 8. @ Mentioning
    • 9. Switch Users
    • 10. Scheduling a Meeting
    • 11. Sub-assigning
    • 12. Following Daughter Groups
    • 13. Baptism
    • 14. Team Information
    • 15. Filtering
    • 16. Viewing the Metrics

Big Concepts

26
  • What makes Disciple.Tools different?
  • Tricky Terminology (Glossary)
  • Core system features vs plugins or extensions
  • Multi-site vs a single instance
  • Users (vs Contacts)
  • Setting Locations (Geolocation and Mapping)
  • Metrics
  • Translation
    • Our multi-lingual focus
    • Contributing Your Language Skills
  • Roles
    • Roles – Introduction
    • Subscriber/Registered
    • Strategist
    • Multiplier
    • Digital Responder
    • Dispatcher
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    • Access By Source
    • Increasing User Access
    • Sharing a Record
  • Magic Links
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Initial Setup

41
  • Overview
  • Host it yourself
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    • How do I bulk edit contacts?
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    • How do I delete a contact or group?
    • How do I link my Disciple.Tools site to another?
    • How much does it cost to use Disciple.Tools?
    • Why can’t I see all my contacts?
    • I got a permission denied message???
    • How do I change my password?
    • How can I change my email?
    • When will the documentation be updated?

User Orientation

33
  • Tasks and Reminders
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Introduction

If you are brand new to Disciple.Tools, you will be the only contact in your database. Your Contacts List Page will look similar to the image above. You can find the Contacts List Page by clicking “Contacts” in the blue Website Menu Bar found at the top of every page.

In this unit, we will take you through an interactive story so you can begin using Disciple.Tools yourself. The best way to do this is to have this tutorial and Disciple.Tools both open in two different tabs or windows

Click below to go step-by-step:

  1. Your Profile
  2. Adding Teammates
  3. Another Contact
  4. Dispatcher Role
  5. Updating a Contact
  6. Forming a Group
  7. Maturing Disciples
  8. @ Mentioning
  9. Switch Users
  10. Schedule a Meeting
  11. Sub-assigning
  12. Following Daughter Groups
  13. Baptism
  14. Team Information
  15. Filtering
  16. Viewing the Metrics

Forward

Updated on June 21, 2024

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