Admin Starter Guide for DMS

Welcome to the CanadaHelps DMS Admin Starter Guide!


This Starter Guide is designed to help you get comfortable with the tools and features available in our DMS, taking you through essential first steps.

With this guide, you’ll learn how to navigate the system, record your first contribution, issue tax receipts, create contacts, set up new email templates, and more. Plus, don’t forget to checklist your new skills as you go—keeping track of your progress will set you up for success!

We’re excited to support you as you begin this journey with CanadaHelps!


Download your Admin Starter Guide for DMS.pdf