Candoa help

Candoa keeps a union local's roster, employers, contracts, reports, and grievances in one place. These pages explain every screen and how to do each task. Every task in the wiki is listed under "How do I…" at the bottom of this page, and the search box finds a task by the button or field it names. Open them anytime from Help at the bottom of the sidebar, or press g then h. Or ask Eli, the assistant behind Ask Eli at the top of every screen (Cmd+J), which answers from these same pages; see Ask Eli. Help opens in a new tab, so you keep your place in the app. Once here, press Cmd+K to search every page and section. Pages say who can do a thing when a permission gates it; see Permissions.

Getting started

• Sign in
• Create an account
• Reset your password
• Two-step sign-in
• Set up a new local
• The dashboard
• Send feedback
• Ask Eli
• The guide

Members

• The members list
• A member's record
• Add a member
• Import members from a spreadsheet
• Signing up members
• Approvals
• Duplicates and merging

Employers

• The employers list
• An employer's record
• Worksites
• Import employers from a spreadsheet

Contracts

• Contracts
• Search contracts

Reports

• Reports

Grievances (add-on)

• The Grievances add-on
• Filing a grievance
• The case lists
• A grievance record
• Procedures
• Metrics
• Grievance settings

Dues (add-on)

• Dues settings
• Billing runs
• Remittances
• A member's dues
• Arrears and suspension letters

Rosters (add-on)

• Employer rosters

Communications (add-on)

• The Inbox and conversations
• Announcements
• Communications settings

Member portal (add-on)

• The Member portal add-on

Staff and your account

• Staff
• Your account
• Switch between locals

Settings

• Your local's profile
• Add-ons and billing
• Documents
• Member settings
• Join settings
• Custom fields and tags
• Positions
• Industries

Reference

• Permissions
• Keyboard shortcuts and the command palette
• Notifications and emails
• Glossary