{"id":5770,"date":"2024-08-28T18:07:50","date_gmt":"2024-08-28T16:07:50","guid":{"rendered":"https:\/\/www.kananas.com\/en\/?page_id=5770"},"modified":"2026-06-11T08:14:36","modified_gmt":"2026-06-11T06:14:36","slug":"first-steps","status":"publish","type":"page","link":"https:\/\/www.kananas.com\/en\/documentation\/first-steps\/","title":{"rendered":"First steps"},"content":{"rendered":"<div class=\"breadcrumbs align wp-block-bcn-breadcrumb-trail has-text-color has-background\" vocab=\"https:\/\/schema.org\/\" typeof=\"BreadcrumbList\">\n\t<span><\/span>\n\t<span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Kananas.\" href=\"https:\/\/www.kananas.com\/en\" class=\"home\" aria-current=\"page\"><span property=\"name\">Kananas<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Kananas is a <strong>management software<\/strong> of the CRM type (called Backoffice), a <strong>website<\/strong> for your communication, and a <strong>member portal<\/strong> for your members.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every time you create a <a data-type=\"page\" data-id=\"4568\" href=\"https:\/\/www.kananas.com\/en\/contact\/\">contact<\/a>, by import, online membership, or manual creation, they will automatically receive information to log into their <a href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/member-portal\/\" title=\"Member portal\">member portal<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A contact can be a member, a volunteer, a parent, a teacher, etc. The types are <a href=\"https:\/\/www.kananas.com\/en\/documentation\/setting\/\" data-type=\"page\" data-id=\"5698\">configurable<\/a> according to your needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the management software part, the association&#8217;s managers can handle members, sales, <a data-type=\"page\" data-id=\"4879\" href=\"https:\/\/www.kananas.com\/en\/documentation\/planning\/\">activities<\/a>, and communication. In the member portal, members can update some of their information, make purchases in the <a data-type=\"page\" data-id=\"4842\" href=\"https:\/\/www.kananas.com\/en\/documentation\/store\/\">store<\/a>, sign up for events, and <a data-type=\"page\" data-id=\"4852\" href=\"https:\/\/www.kananas.com\/en\/documentation\/web-site\/online-payment\/\">pay online<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-columns img-thumbnail has-base-background-color has-background is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:10px\"><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>Management Software<\/strong><\/h3>\n\n\n<div class=\"wp-block-image img-thumbnail\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"671\" src=\"http:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-08-47-53-SOA-club-Contact-Pamela-Aldebaran-1024x671.png\" alt=\"\" class=\"wp-image-5723\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-08-47-53-SOA-club-Contact-Pamela-Aldebaran-1024x671.png 1024w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-08-47-53-SOA-club-Contact-Pamela-Aldebaran-300x197.png 300w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-08-47-53-SOA-club-Contact-Pamela-Aldebaran-768x504.png 768w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-08-47-53-SOA-club-Contact-Pamela-Aldebaran-1536x1007.png 1536w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-08-47-53-SOA-club-Contact-Pamela-Aldebaran-2048x1343.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:40%\">\n<h3 class=\"wp-block-heading has-text-align-center\"><strong>+ Member Portal<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"441\" height=\"834\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/kananasMobileFR.png\" alt=\"\" class=\"wp-image-5771\" style=\"width:auto;height:400px\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/kananasMobileFR.png 441w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/kananasMobileFR-159x300.png 159w\" sizes=\"auto, (max-width: 441px) 100vw, 441px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Ergonomics<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:20%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"482\" height=\"940\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-09-SOA-club-Activities-_-month-planning.png\" alt=\"\" class=\"wp-image-5772\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-09-SOA-club-Activities-_-month-planning.png 482w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-09-SOA-club-Activities-_-month-planning-154x300.png 154w\" sizes=\"auto, (max-width: 482px) 100vw, 482px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">The left menu in the Backoffice will allow managers to access different management areas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It may appear differently depending on the <a href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/access-rights\/\" data-type=\"page\" data-id=\"4822\">user&#8217;s permissions<\/a>; some menus may be hidden from view.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">The menu at the top right has several features (from left to right):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>History<\/strong>: view the latest opened files for faster navigation<\/li>\n\n\n\n<li><strong>Notifications<\/strong>: recent memberships, received online payments, etc. Real-time updates<\/li>\n\n\n\n<li><strong>Online Help<\/strong>: contextual help displayed based on the page you are on<\/li>\n\n\n\n<li><strong>Connected User<\/strong><\/li>\n\n\n\n<li><strong>Action Menu<\/strong>: language change, contact support, log out, etc.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:40%\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.kananas.com\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-27-at-16-07-21-SOA-club-Accueil.png\" alt=\"\" class=\"wp-image-7300\"\/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Example of Online Help<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"643\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-41-SOA-club-Contact-jax-teller-1024x643.png\" alt=\"\" class=\"wp-image-5773\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-41-SOA-club-Contact-jax-teller-1024x643.png 1024w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-41-SOA-club-Contact-jax-teller-300x188.png 300w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-41-SOA-club-Contact-jax-teller-768x482.png 768w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-41-SOA-club-Contact-jax-teller-1536x965.png 1536w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-06-41-SOA-club-Contact-jax-teller-2048x1287.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Support<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Have a question or problem? Use the link to contact support to ask your question (action menu).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/www.kananas.com\/wp-content\/uploads\/2024\/08\/Screenshot-2024-08-27-at-16-29-37-SOA-club-Contact-jax-teller.png\" alt=\"\" class=\"wp-image-7313\"\/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-07-32-SOA-club-Activities-_-month-planning-1024x472.png\" alt=\"\" class=\"wp-image-5774\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-07-32-SOA-club-Activities-_-month-planning-1024x472.png 1024w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-07-32-SOA-club-Activities-_-month-planning-300x138.png 300w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-07-32-SOA-club-Activities-_-month-planning-768x354.png 768w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-28-at-18-07-32-SOA-club-Activities-_-month-planning.png 1348w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Note: a manager can access their member portal via the action menu.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.kananas.com\/en\/documentation\/setting\/\" data-type=\"page\" data-id=\"5698\">How to set up your account<\/a><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Kananas is a management software of the CRM type (called Backoffice), a website for your communication, and a member portal for your members. Every time you create a contact, by import, online membership, or manual creation, they will automatically receive information to log into their member portal A contact can be a member, a volunteer, &#8230; <a title=\"First steps\" class=\"read-more\" href=\"https:\/\/www.kananas.com\/en\/documentation\/first-steps\/\" aria-label=\"Read more about First steps\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4864,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-5770","page","type-page","status-publish"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/5770","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/comments?post=5770"}],"version-history":[{"count":8,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/5770\/revisions"}],"predecessor-version":[{"id":7716,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/5770\/revisions\/7716"}],"up":[{"embeddable":true,"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/pages\/4864"}],"wp:attachment":[{"href":"https:\/\/www.kananas.com\/en\/wp-json\/wp\/v2\/media?parent=5770"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}