Getting Started
Log into your dashboard via https://api.getchange.io/sign_in.
On the top-right corner of the platform, there are three icons:
The bell icon is for notifications (coming soon)
The gear icon is for Settings (Admin users only)
The person icon is to sign out of the user account
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 deadline. This is helpful in identifying which clients you will urgently need to complete renewals for.
Clients tab
In the Clients 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.
