We recently hosted a live training to explore three key administrative tools in CiviCRM. If you manage contact records, user permissions, or CMS integrations, this session will help you get the basics right.

Key Topics Covered

Controlling Permissions

We explained how to manage access in CiviCRM so users can only see and do what they need to. This includes setting roles and access levels to prevent risky mistakes, like someone accidentally getting permission to delete your entire contact database.

Contact Deduplication

We showed how to identify and merge duplicate records to keep your data clean. This helps avoid sending multiple emails to the same person under slightly different names.

CiviCRM Contacts vs. CMS Users

CMS users in WordPress, Drupal, or Joomla are not the same as CiviCRM contacts. We clarified the differences and walked through how to connect them when it makes sense.

Helpful Resources

• CiviCRM Documentation
• Chat with the community
• CiviCRM Stack Exchange
• Skvare's Blog on CiviCRM topics
• Sharpen your CiviCRM skills with CiviAcademy

Have Questions?

Skvare is a gold-level CiviCRM partner and regular contributor to the project. If you have questions after watching the training or would like support, contact us.