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Adding a recipient

  1. Search to see if the recipient is in the database. Use the search bar at the top of the page to search for a recipient by name.

  2. If the user is in the system, you're done. 👍 If not, click Add Recipient in the menu in the top of the screen.

    You'll see a form to add the recipient. There's a lot of fields to add information about the recipient. While we'd love for you to enter as much information as you can, the only required fields are the first and last name.

  3. Submit the form

  4. You're done! The recipient is in our system.

Adding an assist

  1. Search to see if the recipient is in the database. Use the search bar at the top of the page to search for a recipient by name.

  2. If the user is in the system, click their name to view their profile.

  3. Click the Add Assist link.

  4. Fill out the assist form.

  5. Click the blue Add assist button to finish adding the assist.

Declining an assist

  1. If you've evaluated a request for assistance and decided not to fulfill the request, you can record that too! Repeat the steps from Adding an assist

  2. When you get to the end, click the option for Declined to assist.

  3. *If the form gives you errors about missing fields when you choose to decline an assist, set the category to Other.

Viewing warnings

  1. If you want to do some due diligence when you receive a benevolence request, look for warnings.

  2. Search to see if the recipient is in the database. Use the search bar at the top of the page to search for a recipient by name.

  3. If the user is in the system, and they have a warning, you will see their name in red with an exclamation mark.

  4. Click the exclamation mark to see any warnings the recipient has.

Adding a warning

  1. Add or view the recipient you would like to add the warning for.

  2. From the recipient's profile click Add Warning.

  3. Fill out the text field to warn others about the recipient and click the blue Create Warning button.

Need help with something else?

Don't hesistate to email us.

"HopeGrid is an answer to prayer for our church. We've wanted to partner with other churches and help the needy in our community more effectively. Nothing has done what we were looking for until HopeGrid came along. The site makes it easy to keep up with our benevolence ministry across the whole church staff. We look forward to continuing to use it well into the future!"

- First Baptist Church Olive Branch

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