Training & Resources

Learn CauseHub

Step-by-step guides and interactive courses for every role in your organization. From first login to advanced compliance workflows.

3 Channels

20 Lessons

3 Enrolled

Getting Started with CauseHub

Public

Your first 30 days on CauseHub — from account setup to processing your first donation, onboarding volunteers, and configuring programs. Includes an interactive platform overview course.

2 lessons

1d 16h

1 enrolled

Getting Started with CauseHub

20h

Getting Started

General Platform Overview

20h

Getting Started Interactive Course

CauseHub for Admins & Staff

Signed-in

In-depth guides for Organization Administrators, Staff members, and Finance teams. Covers user management, donation processing, program operations, fund accounting, and CRA compliance.

12 lessons

10d 10h

1 enrolled

Organization Admin Guide

1d 1h

Admin

Interactive: Organization Admin

20h

Admin Interactive Course

Staff Operations Guide

Interactive: Staff Portal

20h

Staff Interactive Course

Interactive: Finance Operations

1d 1h

Finance Interactive Course

CRM Operations Guide

20h

Staff CRM

Project Management Guide

20h

Staff Project Management

Approval Workflows Guide

20h

Admin Approvals

Compliance & Audit Trail Guide

20h

Finance CRA Compliance

Email & Notification Setup Guide

15h

Admin Email & Notifications

Membership Administration Guide

15h

Staff Membership Admin

CauseHub Portal Guides

Signed-in

Role-specific guides for portal users — Donors, Volunteers, Members, Guardians, Board Members, and Vendors. Learn how to navigate your portal and use all available features.

Volunteer Portal Guide