You can learn M2 from videos you watch whenever you like and from live training sessions you sign up for. This guide is for anyone who wants to learn a task or get a question answered by a person.
Before you start
Log in to M2. If you can't find the main menu, see Use the Menus to Get Around in M2. If your organization is just starting with Groupable, see New Organization: Secretary Onboarding Overview.
Watch the training videos
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Click the menu icon (three short lines) at the top left of the screen.
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Near the bottom of the main menu, click Video Training. The Videos screen opens.
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Find the Start Here box. It has two videos, Introduction to m2 and How To Get Help. Press play on the video beside or under the title you want.
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Scroll down to the How To Videos box. The how-to playlist plays right on this screen.
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To see every video in the playlist, click View on YouTube under the player. The playlist opens in a new tab.
Watch a video about the screen you're on
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Click the menu icon (three short lines) at the top left of the screen.
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At the bottom of the main menu, find the Helpful Videos box.
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Click the video you want. It opens on YouTube in a new tab.
Every M2 screen lists Find Members and Intro to m2 in this box. Some screens add videos about that screen above those two.
Some boxes on a screen have a red play icon in their title bar. The Add Contact box, on the screen that opens from Members/Contacts, then Add, has one. Click the icon to watch a how-to video about that box. If a short list of videos opens instead, click the one you want. The video opens on YouTube in a new tab.
Join a live training session
To get a question answered by a person, choose an Office Hours session. The schedule asks you to send in a support ticket first. You can do that from the Help widget in the bottom right corner of most screens. Open the Help Widget shows where to find it and how to open it.
- Click the menu icon, then click Training Schedule near the bottom of the main menu. The Groupable|Live! Training Schedule opens in a new tab.
- Find the session you want. Some sessions are only for parent group officers and office staff, or for organizations that are just starting. The schedule labels them, so skip those unless they're yours.
- Click the Register link next to that session. Registration is required.
Can't make a live session? The how-to playlist covers the topics from the secretary membership and financial training sessions, so you can watch on your own time.
If something isn't where you expect
Video Training or Training Schedule is missing from the menu
Only the M2 and Raiser menus have these two entries. If you're in Connect on a phone, the grid of squares is hidden. Tap the menu icon at the top left, scroll down to My Apps, and tap m2. If you're in Connect on a larger screen or in another app, click the grid of squares near the top right, then click m2. If Video Training or Training Schedule still isn't in the menu, Use the Menus to Get Around in M2 explains what to check.
A video says it's private
Tell Groupable support through the Help widget. Open the Help Widget shows where to find it and how to open it.