Getting Started

Log in to Administry

To access Administry, you need login credentials. Ask your organization’s officers or other leaders for more information. They will create an account for you and email you with a username and password. You will also need an Agency ID, a short number that uniquely identifies your agency. Please note that a valid email address is required to use Administry.

Once you have your login credentials, log in! Be sure to update your password as soon as possible.

After successfully logging in, you should see the Dashboard. This screen puts several important pieces of information at your fingertips – your recent clients, a list of caseworkers currently on call, a list of downloadable resources, and key stats about your agency’s work.

Set up Your environment

(Administrators should complete these steps!)

1. Review Administry settings.
2. Set up users.
3. Set up funds.
4. Add Vendors.
5. Add Services.

Working with Clients

1. Search for a client.
2. View information about a client.
3. Add a new client.
4. Add a new pledge.
5. Add an action.
6. Add notes for other caseworkers.
7. Add client flags.

Approving and Printing Pledges

1. Approve pledges.
2. Print pledge requests.

View Reports

1. View reports