Brendan O'Donnell
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Technical requirements: What you need to use Populi
To use Populi, make sure your computer and internet connection meet these minimum requirements. Sometimes people have trouble using it because something on their computers is out of date ...
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Importing Leads in Contacts > People
You can use the Import People function in Contact > People to import a large group of leads into Populi at one time. Then, using actions in the Leads report, you can quickly get your admis...
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How to import people into Populi
In Contacts, you can import a group of people from a spreadsheet or database into Populi. The importer accepts spreadsheets in the .xlsx or databases in the .csv forma...
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How to re-assign inactive usernames to new user accounts
In this article, you'll learn how to re-assign an inactive username to a new user account. To do this, you must be a Populi Account Administrator for your school. Username already taken When settin...
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Using Conferences in your Course
If your school has set up an integration with Zoom or BigBlueButton(or both), then you'll be able to use the Conferences feature to include live video meetings in your courses. ...
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How to generate College Financing Plan documents
In this article, you'll learn how to generate College Financing Plan (CFP) documents for your financial aid applicants. According to that august institution, the U.S. Department of Educatio...
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Does Populi help my school remain GLBA-compliant?
TL;DR:Yes! The Gramm-Leach-Billey Act (GLBA) "governs the treatment of nonpublic personal information about consumers by... financial institutions [from which those consumers] ...
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Directory Connect
Directory Connect lets you subscribe to webhook notifications from Populi into your own network environment when the following events occur: A user is created ...
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How to work with financial period locks
In this article, you'll learn how to manage financial period locks in Populi (as well as how to give particular users the ability to do this). Lock periods are an important part of the reconciliati...
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Contacts
Contacts lets you manage information for the people and organizations in your system. People The People view includes some reporting tools that give you information about anyone in ...