Videos and webinars

This article explains the different users, administrators and permissions. We distinguish between two categories: administrators and users.
Administrators
Administrators are present at the following levels: you have site administrators, segment administrators and project administrators. All manage a particular level and have their own set of rights. We leave team captains and action starters out of this chapter.
Site administrators
Administrators with the most rights. The name says it all: as a site administrator, you have control over the entire website. Site administrators can only be created by other site administrators or Kentaa employees. A site administrator cannot delete itself. You can create, edit and delete site administrators (at website level) via Accounts ⟶ Administrators. See the overview under the heading Rights to see what rights the site administrator has.
Segment managers
On a website with segments, it can be a lot of work to oversee and manage everything properly. It is therefore possible to appoint an administrator for each segment, who is authorised to make changes on that segment. To add a segment manager, you first have to manage the segment and then navigate to Managers. Then add a segment administrator using the Add administrator button.
Check the overview under the heading Rights to see what rights the segment administrator has.
Project managers
An administrator can also be designated on a project. This project administrator can help manage this specific project. View the overview under the heading Rights to see what rights the project administrator has.
Rights
We have prepared an overview of the rights that administrators have and which actions they are allowed to perform (and which they are not). Download the overview here (PDF) or click on the image below to start the download.

Users
Accounts ⟶ Users
Each action starter and administrator is given a user account when added. In this user account, or profile, the person's personal data is stored. The following data is retrievable/ stored:

First name *
Insert
Surname *
Email address *
Street
House number
Addition
Postcode
Residence
Country
Date of birth
Gender
Phone number
Language(not asked)

By default, first name, surname and e-mail address are mandatory. However, it is possible to make several details mandatory. This then applies to both new action starters and new administrators. See also the Who are you step in the login flow. The Kentaa employee can add the data mandatory or optional. Please contact them at support@kentaa.nl, by phone or via chat.
Change user behind action
It sometimes happens that an action starter no longer feels like participating, or is physically unable to participate. In this case, another user may take over his action. The site administrator can arrange this for the action starter by searching for the relevant action under Actions ⟶ ⟶ Assign user.
Forgotten password
It happens often enough: an action starter or administrator has forgotten the password to log in. As a site administrator, you can help these people by sending an e-mail to reset the password via Accounts ⟶ Users ⟶ ⟶ Resend password .

In the audit log, you can find the changes that have been made. If you click on the eye behind a particular change, you will see some more information about the change. Handy for finding certain changes!
You can filter by a specific date and also search in the search window. Here you can also search by names, e-mail addresses, and by functionalities.
If you want to check a particular ip address, you can see it when you click on the eye. You can then also search on that ip address again.

Through our notification centre, we notify you of the most important news, such as new features and invitations to webinars, via the present and the bell at the top left of your dashboard. However, not all updates appear there. We also have many small changes that do not make it to the notification centre. Below you can see per day the updates we have made that are relevant for our customers. These are mostly functionality updates or additions; they do not include bug fixes. You will see updates on:

Kentaa
Digicollect
Kentaa Formsand on
SUMO support centre
Kentaa api
Digicollect api
Kentaa connect
Salesforce

Date
Platform
Update

 
 
 

December
 
 

8-12-2022
Digicollect
Forgot password title changed to request password

5-12-2022
Digicollect
In memoriam buses are no longer indexed in Google

5-12-2022
Kentaa
Rabo Omnikassa updated to Rabo Smart Pay

 
 
 

November
 
 

29-11-2022
Kentaa
Added level filter in donation overview that now allows you to show general donations as well

21-11-2022
Kentaa
Webshop orders excel extended with segment and project information

21-11-2022
Kentaa
Amount collected now visible when scanning e-ticket

21-11-2022
Kentaa
For missing profile picture, we now show an initial (not for donations)

21-11-2022
SUMO support centre
Videos and webinars and new on platform updated

14-11-2022
Kentaa api
When creating a user via the api, you can set a password send mail

14-11-2022
Kentaa api
Added field for 'share data with initiator'

14-11-2022
Kentaa connect
Webhooks added (create/update) for businesses

10-11-2022
Kentaa
Trustly added as a payment method

09-11-2022
Digicollect
If the name of the donor is not filled in, then the Donor Name field is left blank

08-11-2022
Digicollect
The collection week end date field can now only be set once per campaign

 
 
 

October
 
 

24-10-2022
Digicollect
U-scope added where the collector/donor is addressed with you

20-10-2022
Kentaa, Kentaa Forms, Digicollect
AVG: All existing opt-ins have become opt-outs More info

20-10-2022
Kentaa, Digicollect
AVG: As a donor, you can choose whether your contact details can be shared with the initiator. More info

20-10-2022
Kentaa, Kentaa Forms, Digicollect
AVG: The terms and conditions are no longer a separate opt-in, but you accept them when making a donation/creating an action. More info

20-10-2022
Kentaa Forms
Added possibility to change template per form, yourself

20-10-2022
Kentaa
A company's chosen activity is now shown on the company page

20-10-2022
Kentaa
Italian and French added as languages in admin dashboard

 
 
 

September
 
 

28-9-2022
Kentaa
Second part English-language urls put live. More info

26-9-2022
Kentaa
QR share code added at site, segment, company, project and team level

20-9-2022
Digicollect
Text on validity password link added to standard email

19-09-2022
Digicollect
Pool functionality added. More info

01-09-2022
Kentaa
Mandatory fields contact form are now marked with asterisks (*)

 
 
 

August
 
 

28-8-2022
Digicollect, Kentaa, Kentaa Forms
Order of payment methods adjustable per site

23-8-2022
Kentaa
Additional explanation text for quick donation and donation with additional options

16-8-2022
Kentaa, Kentaa Forms
Added ability to block donors via ip address (this goes through Kentaa support)

11-8-2022
Kentaa
Role of scanner added for scanning e-tickets. More info

 
 
 

July
 
 

29-7-2022
Kentaa
Hyperlink colour setting added to front-end design editor

29-7-2022
Kentaa
Default sorting team members adjusted to amount retrieved instead of last added

12-7-2022
Kentaa
Text on becoming a structural donor clarified

12-7-2022
Kentaa
E-ticket Excel file extended with column e-mail address

 
 
 

June
 
 

29-6-2022
Salesforce
Expansion of Salesforce objects Action, Donation, Project, Team. Various counters added. More info (click on Description of the Kentaa Objects)

20-6-2022
Kentaa
Donating to business enabled

20-6-2022
Kentaa api
Companies added to api

20-6-2022
Kentaa
You can now also manually add companies via the dashboard

20-6-2022
Kentaa
Added ability to set additional questions when creating a company (via Kentaa support)

20-6-2022
Digicollect
Invoice download bar created via admin dashboard

 
 
 

May
 
 

31-5-2022
Kentaa
Free business packages can now also be set up

30-5-2022
Digicollect
Instead of the term collection box, you can now choose donation box (via Kentaa support)

30-5-2022
Digicollect api
Ability to update existing buses via the api

24-5-2022
Kentaa api
Ability to send the welcome e-mail when creating an action via the api

10-5-2022
Digicollect
The suggested donation amounts can now be set by yourself

10-5-2022
Digicollect
English and German added as languages in the admin dashboard

10-5-2022
Digicollect
English and German can now also be set as additional languages for visitors

2-5-2022
Digicollect api
Api extended so you can now create buses via the api

 
 
 

April
 
 

14-4-2022
Kentaa
tag 'email address action starter' made available in emails The countdown date of an action will soon be reached and action starter has raised more than set amount

7-4-2022
Kentaa
Addition e-ticketing

 
 
 

March
 
 

29-3-2022
Kentaa
Poster creation only available for logged-in action starter (no longer for visitors)

21-3-2022
Kentaa
Nets added as new Payment provider (for use Swish)

 
 
 

February
 
 

25-2-2022
Kentaa
Companies to which no more actions or donations are linked can be removed

25-2-2022
Kentaa Connect
Webhooks extended with Application (Kentaa/Digicollect) and site ID

14-2-2022
Kentaa, Kentaa Forms, Digicollect
When donating by authorisation, an additional confirmation screen has been added to check the dates entered

8-2-2022
Kentaa
First section of English-language urls put live. More info

7-2-2022
Kentaa
Background image login flow can now be set via Settings > Design

 
 
 

January
 
 

31-1-2022
Kentaa
The consent texts when leaving a phone number have been made customisable

31-1-2022
Kentaa
Improvements made in editor for use of columns and images

31-1-2022
Digicollect
Added specific requirements for setting a password

25-1-2022
Digicollect
Social sharing urls adjusted so they do not count in Analytics after sharing

19-1-2022
Kentaa
Text when setting favicon clarified

11-1-2022
SUMO support centre
Renewed SUMO live!

3-1-2022
Kentaa
A/B testing functionality added

In this article, you will read more about how the donation counter is built up and how to reset it for a new edition.The following is covered:

Donation counter
Reconciliation of donation amount
Reset counter to zero
Action, donation and team archiving roadmap

 
Donation counter
The donation counter is a sum of the following components:
Donation amounts

All donations that have paid status
All manual donations
One-off authorisations and payments via invoice that have pending status

Entry fee

Only if set to be counted in the donation counter
Any discount (via discount codes) will be deducted from the registration fee, unless configured differently for the website

What's not in the donation counter:

Contribution transaction costs
Webshop
Donations falling under closed projects where it was chosen not to include them in the numerator count
Credit card payments with 'pending' status
Committed donations

 
Reconciliation of donation amount
To check all this, you should download an Excel file at website level at donations > overview donations > Create Excel file
*You may have projects whose donations have been removed from the counter (by closing the project, and then via Settings > Project status removing the amount from the counter). You can recognise these by the exclamation mark in the overview of projects:

In that case, you need to exclude donations on these projects first. You do this by going to the 'Project title' column and filtering out the projects that do not count.Steps to calculate the counter:

Select all columns and turn on the filter
In the 'Payment status' column, turn on the following statuses: N/A and Paid
Go to the 'Donation amount' column and write down the total accumulated amount of the column (A)
Remove filters (apart from any project title filters)
In column 'Payment method', select Authorisation and Payment by invoice status
In the 'Payment status' column, select Pending status
Go to the 'Donation amount' column and write down the total accumulated amount of the column (B)
Remove filters (apart from any project title filters)
In the 'Payment status' column, turn on the following statuses: N/A and Paid
In the 'Show in donation counter' column, select Yes status
Go to the 'Entry fee' column write down the total accumulated amount of the column (C)
The amount on the counter is (A) + (B) + (C)
 

Reset counter to zero
There are many sites that work with donation years (e.g. 2019) or have recurring events. For these, it is useful to reset the counter to zero so that it is ready for the next edition.
There are several options for setting the counter to zero, depending on how your platform is set up.
1. Close projectThe best option is to group the entire overview of donations and actions into a project, e.g. '2019'. You can then close this project and change the project status. You can then indicate that you don't want to count the amount in the counter status. That way, the money goes out of the counter status and you have total proceeds and donations from the previous edition clearly displayed in your dashboard. Here you can see a step-by-step plan to do this. Tip: Copy your project if you want to create a new edition.Don't have any projects and still want to reset the counter via this method? Then contact us, we can print a script for this.
+ All donations are clearly archived in a project+ Returning participants keep their login details and are recognised for a next edition
2. Negative manual donationThe quickest way to reset the counter is via a negative manual donation. You do this by making a manual donation with a minus sign (-) in front of it.
+ A lightning-fast way to reset the counter position instantly- All actions, teams and donors remain in the same place. This can cause possible problems with a new edition- A noticeably large minus amount will appear on your site. Temporarily, of course, but it is there
3. Create new siteYou can close the old site, archive it and create a new site. That way, you start with a clean slate. The disadvantage is that you have to rebuild the new site and users have to create an account again. There are also costs associated with this.
+ You start with a clean slate and can set up the site for the new edition as you wish- There are costs associated with creating a new site. Please contact your sales consultant for this- Users must create a new account on the new site
Project closure roadmap
The option to close a project and not have the stand counted towards the tally is the nicest one. But what if not all actions and donations hang under a project? This way, you can then still archive it:

Choose a project you want to hang all actions and donations under (or create a new one). For example, edition-2019
Move all teams created at site level to the newly created project*
Move all site-level actions to the newly created project*
Move all donations to the newly created project*.

For manual donations, you cannot move them. In that case, it is best to remove the donation and create a new donation at project level

Close the project (Tip: check whether you have automatic mail on or off before closing the project)
Set the project status via Settings > Project status to 'No, do not show the statistics of this project in the total counter status on upper levels'.

*There may be so many donations, teams or actions that moving them manually is impossible. In that case, please contact us. Also if you want advice on how best to prepare the site for next year.