Changes

Template:November2023Upgrade

1,081 bytes added, 19:35, 19 October 2023
Major Updates
===Major Updates===
 
==== 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 navigation of organization records. Organizational information related to Race and Ethnicity, Gender Identity, Orientation, and Disability Status as well as Staff, Senior Staff, and Leadership are 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'''. Note that 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''', and for the setting called '''Limit Demographics Tab Access''' add the roles you want to have access to this tab.
 
Then navigate to the desired organization.
 
<!-- 145553 - Candid Demographics API -->
===Minor Updates===
==Notes for Admins==
Smartstaff, administrator
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