i C H A R M S

Master Setup Module

Simplify your non-profit setup with iCHARMS' master module. Manage programs, donations, appeals, and user roles like admin or branch admin. Customize and optimize your operations effortlessly with our organizational profile setup.

Master Setup: Streamline Configuration with iCHARMS' Core Module

iCHARMS Master Setup Module simplified your charity's configuration process. Manage settings, streamline workflows, and ensure smooth operations with this intuitive core module.

Organization Setup

  • Organization profile management
  • Branch/region configuration
  • User role definition
  • Currency setup
  • Bank account management
  • Administrative controls
Program Configuration

  • Donation source setup
  • Appeal configuration
  • Campaign management
  • Program rate setup
  • Event management
  • Template customization
01
Simplified Non-Profit Configuration

iCHARMS' Master Setup Module simplifies managing programs, donations, appeals, and user roles with ease.

02
Flexible Multi-Program Management

Manage campaigns on one platform with customizable categories, appeals, and rates for accurate tracking and reports.

03
Secure and Reliable Operations

Ensure data security with access controls, encryption, and role-based permissions for peace of mind in management.

How it works

Master Setup in 3 Easy Steps

Streamlined Master Setup for Non-Profits:

i-CHARMS Master Setup Module simplifies the ongoing process, allowing non-profits to configure the systems with ease. From entering organizational details to setting up key operational parameters, this Organization setup feature ensures your charity management system is ready to support your mission without unnecessary complexity.

Multi-Program Rate Setup:

Master Setup Module is specifically designed to offer flexibility and adaptability for non-profit organizations, this feature enables organisations to manage multiple programs or campaigns under one platform. You can define multiple categories, appeal , rates, and programs for each initiative, our master setup module ensures accurate tracking and customized reporting for various fundraising projects.

Secure and Reliable Setup for Charities:

We ensure high level Security With robust access controls, encrypted data handling, and role-based login permissions, your charity’s sensitive information is safeguarded at every level, our organizational profile setup giving you peace of mind as you manage operations.

Who use iCHARMS Master Setup?

iCHARMS Master Setup Module offers a seamless and intuitive configuration process, allowing you to customize your charity management system to fit your organization's needs, ensuring efficiency and smooth operations.

FAQ’s

Questions & Answers

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