Getting Started
Log into your dashboard via https://api.getchange.io/sign_in.
On the top-right corner of the platform, there are two icons:
The bell icon is for notifications
The gear icon is to sign out of the dashboard
For further support or to go to our Help Center, click on the Help button on the bottom-left corner of the platform.
Home tab
In the Home tab, there is a registration dashboard that tracks the following statuses:
Not started - clients with state registrations that have not yet been started
Renewed - clients with completed registrations
In Progress - clients with their registrations still in progress, pending action items
Most Urgent Clients shows the top 6 nonprofits based on the nearest renewal deadlines or any outstanding renewals. This is helpful in identifying which clients you will urgently need to complete renewals for.
To look at all of your existing nonprofit clients, click on "View All Nonprofit Clients."
Nonprofits tab
In the Nonprofits tab, you will see all the nonprofits that your legal team is currently completing state renewals for.
This page will default to showing only the clients that the current logged-in user is assigned to
However, you may clear the filter to see all clients or other members' clients
You can also filter by Next Renewal Due Date, with the clients who have closer deadlines on the top of the list.
Additionally, you may search clients by name to easily locate the nonprofit on the list.
Once you've located the nonprofit, you may click on View Client to take a further look at the current progress of completing their state renewals.
Filings tab
In the Filings tab, you can view all existing filings in your database.
You can search by nonprofit by using the search bar
You can filter the fillings by the following:
Filing type
Status
FYE (fiscal year-end)
Due Date
State
You may also select multiple filings and update certain fields (such as due dates or statuses) by selecting the clients and clicking Edit under the Actions dropdown.
Lastly, you can export the list of filings by clicking on Export.
