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Essentials
Essentials
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Rock Fundamentals
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Attributes
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Defined Types
Intro to Defined Types
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Blocks
Blocks
Intro to Blocks
Add a Block
Edit a Block
Jobs
Jobs
Intro to Jobs
Configure a Job
Use the Database Maintenance Job
Use Persisted Attribute Values
Locations
Locations
Intro to Locations
Address Standardization & Geocoding
Maintain Locations
Campuses
Campuses
Manage Campuses
Handle Campus Teams
Add Attributes to Campuses
Track Campus Average Attendance
Note Types
Note Types
Add Notes to a New Entity
Add Multiple Note Types to One Entity
Security for Notes
Watch Notes
Note Attributes
Navigate Rock
Navigate Rock
Use Rock Keyboard Shortcuts
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Use My Pages
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The Rock Homepage
Other Essentials
Other Essentials
Planning for Rock
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Security
Security
Overview
Overview
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Security Roles
Security Roles
Intro to Security Roles
Administering Security Roles
Handle Permissions
Login and Authentication
Login and Authentication
Intro to Login and Authentication
Use Passwordless Login
Two-Factor Authentication
Use Login History
User Accounts
User Accounts
Register For an Account
Register For an Account on an Unrecognized Browser
Background Checks
Background Checks
Intro to Background Checks
Configure Checkr
Configure Protect My Ministry
Administer Background Checks
External Authentication Services
External Authentication Services
Intro to External Authentication
Set Up Facebook Authentication
Set Up Google Authentication
Set Up X (Twitter) Authentication
Set Up Auth0 Authentication
Person Tokens
Person Tokens
Intro to Person Tokens
Configure Person Tokens
Impersonate Users in Rock
Captcha
Captcha
Intro to Captcha
Use Captcha
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Rock Authentication
Rock Authentication
Intro to OpenId Connect
Add an OpenID Client
Advanced
Advanced
Inspect Security
Configure Security Settings
View the Security Change Audit
Cloning Security Role Groups
Workflows
Workflows
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Workflow Components
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Build a Workflow
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Manage Workflow Instances
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Entry Forms
Entry Forms
Intro to Entry Forms
Understand Form Actions
Use Entry Form Commands
Chain Entry Forms
Email from the Entry Form
Entry Form Buttons
Use Person Entry
Use Conditional Logic
Launch a Workflow
Form Builder
Form Builder
Intro to the Form Builder
Create a Form
Add Form Fields
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Advanced Workflow Concepts
Advanced Workflow Concepts
Lava Tips for Workflows
Secure Workflows
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Workflow Notes
Persisted vs. Non-Persisted Workflows
Use Workflow Import/Export
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Technical Details
Configure a Webhook to a Workflow
Workflow Attribute Values
SMS Pipeline Workflows
Search
Search
Searching for People
Searching for People
Search by Name
Search by Phone
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Universal Search
Universal Search
Intro to Universal Search
Enable a Search Provider
Enable Entities for Universal Search
Specifics for Entities
Customizing Results for Entities
Integrating Smart Search
Installing Elasticsearch
Documents
Documents
Entity Documents
Entity Documents
Intro to Entity Documents
Configure Entity Documents
Add the Block
Manage Entity Documents
Add Documents Using Workflows
Merge Documents
Merge Documents
Intro to Merge Documents
Use Merge Documents
Administrate Merge Templates
Creating a Merge Document
Using Lava with Merge Documents
Electronic Signatures
Electronic Signatures
Intro to Electronic Signatures
Use Electronic Signatures in a Workflow
Use Electronic Signatures in Event Registrations
Set Up Electronic Signatures
Generate PDFs for Electronic Signature Documents
Manage Signature Documents
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