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How to Grant Website Editor Access (Content Editor Role)
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How to Grant Website Editor Access (Content Editor Role)
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)
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
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
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 ...
What to Do If You Can't Sign In
Overview If you're having trouble signing in to your co-op's website, here are the most common causes and how to fix each one. The sign-in page won't let you continue Sometimes the sign-in page shows a message saying it can't verify you're human, and won't let...
How to Add Your Co-op's Logo and Branding
Overview Add your co-op's logo, favicon, and hero image so your public website looks like your co-op — not a generic template. These settings live on the Branding tab in Site Settings. Step 1: Open the Branding tab In the admin sidebar, click Website. From the...
How to Choose a Site Template and Customize Your Theme
Overview Every co-op website starts from a professionally designed template you can make your own. Pick a template to set your overall look in one step, then fine-tune individual colors and fonts to match your co-op. These settings live on the Appearance tab i...
Website Editor: Editing Content & Publishing
Overview CooplyHQ's website editor is a single visual canvas: the page you edit looks like the page your visitors will see. Every change you make is saved as a private draft automatically — your public site doesn't change until you press Publish. If you ever w...
Website Editor: Creating & Organizing Pages
Overview Every page on your public site is managed from the Website Pages list in your admin sidebar. From there you can add new pages, set how they nest under one another, control what shows when a page is shared on social media, and change the order pages ap...