Frequently Asked Questions
Find answers to common questions about using NeedBridge. Browse the FAQ categories below to find the topic you need help with.
FAQ Categories
Needs and Claims FAQ -- How needs work, how to claim them, and what the different statuses mean.
Volunteers FAQ -- Signing up as a volunteer, managing preferences, unsubscribing, and admin volunteer management.
Billing and Plans FAQ -- Plans, billing, payments, invoices, and tax receipts.
Emails and Notifications FAQ -- Email frequency, notification preferences, branding in emails, and missing messages.
Account Access FAQ -- Logging in, registering, resetting passwords, verifying email, and accepting invitations.
Settings and Customization FAQ -- Organization settings including branding, areas, categories, API keys, integrations, and tags.
Areas and Regions FAQ -- Service areas, how they connect needs to volunteers, and managing regions.
Donations and Offers FAQ -- Donation offers, managing them, and matching offers to needs.
Tax Receipts FAQ -- Finding, downloading, and resending tax receipts.
Terminology FAQ -- Understanding the labels and words used in NeedBridge and why they may differ between organizations.
Reports and Analytics FAQ -- Finding reports, understanding report types, exporting data, and troubleshooting.
Stories and Outcomes FAQ -- Success stories and outcome tracking.
Case Workers and Coordinators FAQ -- Case worker and coordinator roles, inviting team members, and permissions.
Communications FAQ -- Email history, engagement tracking, and managing what people receive.
Data and Export FAQ -- Exporting data, requesting backups, and downloading reports.
Embedding and Widgets FAQ -- Embedding volunteer signup forms and needs browsers on your website.
Volunteer Import FAQ -- Importing volunteers from a CSV spreadsheet.
Admin Needs Management FAQ -- Filtering, editing, duplicating, and approving needs in the admin area.
Approvals and Pending FAQ -- Pending user approvals, need approval workflows, and coordinator permissions.