Exporting Profiles
Profiles can be exported individually or in bulk. Generally these include action plan attachments, however in some cases where certain...
Resources
Collecting Payment on Forms
To collect payment on TrustLoop forms, payments will first need to be enabled for your organisation. You will then be...
Sending Emails and SMS Messages
From the Admin Interface you can send emails and sms messages to the owners of your members’ profiles.
Activation Process for Operoo Imports
After an organisation has been imported from Operoo, there is an important activation process to follow prior to publishing any...
Creating and Conducting Attendance Reports
Attendance reports are available in both the Admin Interface and the Member Portal (for those who have staff privileges). Here...
Creating a News Article
News articles can be used to communicate with members/carers of members of your organisation. Here’s how to create and publish...
How do I register with an organisation that uses TrustLoop?
Introduction to the Member Portal
In this video we take a first look at the TrustLoop Member Portal where you can access your account, manage...
Introduction to the Admin Interface
Take a quick guided tour, logging in the the Admin Interface and seeing where everything is.
How to set up two-factor authentication (2FA)
Regular TrustLoop members can choose to enable 2FA on their accounts for extra security. 2FA is enforced for access to...