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24 total results found

How to Grant Website Editor Access (Content Editor Role)

Getting Started

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How to Grant Website Editor Access (Content Editor Role)

Getting Started

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How to Grant Website Editor Access (Content Editor Role)

Getting Started

What the Content Editor role is The Content Editor role lets a member edit your co-op's public website pages — and nothing else. They cannot view your member list, access billing, or change co-op settings. Use this role when you want a volunteer or parent to k...

How to Export Co-op Finances (QuickBooks-compatible files)

Getting Started

What this export does CooplyHQ lets you export your co-op's finances for your accountant in a format that can be imported into QuickBooks. The export is a .zip file containing four CSV reports: Accounts Receivable (AR) — outstanding balances owed to the co-op ...

How Members Control Their Directory Privacy Settings

Getting Started

title: "How Members Control Their Directory Privacy Settings" bookstack_book: "Getting Started" description: "Choose which details your family shares in the member directory — hide or show your email, phone, address, and more, one field at a time." What the fa...

How to Manage Standing Volunteer Roles

Getting Started

Standing Volunteer Roles are recurring, year-long positions — like Treasurer, Newsletter Editor, or Field Trip Coordinator — that your co-op needs filled every year. Unlike one-off volunteer slots tied to a specific event, standing roles represent the ongoing ...