Changes

Template:November2023Upgrade

9 bytes removed, 21:27, 10 November 2023
m
Added Candid Demographics
We have added the ability to easily see Candid demographics data for organizations within your system. If you enable this option, a new '''Demographics''' tab will appear in the left-hand navigation of the organization record. Organizational information related to race and ethnicity, gender identity, orientation, and disability status as well as information on staff, senior staff, and leadership are also visualized on this tab. You can also do a side-by-side comparison of the current organization with another organization.
To set up this feature, navigate to '''Global Settings''' > '''Integrations''' tab > '''Candid Demographics Check'''. You will be able to If desired, you may map Candid demographics fields demographic data to your organization custom fields in order to save the data. <u>'''Note: '''</u> Organizations must have an EIN number in a custom field and it must be mapped on the setting page.
Then go to '''Menu''' Icon > '''Global Settings''' > '''Security''' tab > '''System Visibility Permissions'''> Add the roles you want to have access to this tab under '''Limit Demographics Tab Access'''.
Smartstaff
2,361
edits