> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# What's new in SmartChange 2.0

SmartChange 2.0 is live. Here is what changed and where to read more. Each section names the article that covers it.

![Dashboard with the new sidebar, top bar, and What's new card](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/dashboard-overview_1h8813n.jpg)

### Organizations

Your account is now organized by **organization**. Everything you see belongs to the organization shown in the switcher at the top left. See [Create organization and start fundraising](https://smartchange.crisp.help/en/article/start-a-campaign-17y8fx7/).

### A new workspace

A sidebar replaces the old menus: **Dashboard**, **Transactions**, and **Contributors**, then **Forms** and **Store**, then **Finance**, **Reporting**, and **Marketing**. **Developer** is under **More**. Settings open from the gear in the top bar. See [Getting around the workspace](https://smartchange.crisp.help/en/article/getting-around-the-workspace-1moyftc/).

### Forms

Fundraisers, events, and memberships are all forms. When you create one, choose **Fundraiser**, **Event**, or **Membership**. The type can't be changed later. A new form goes live as soon as you create it. See [Create a form](https://smartchange.crisp.help/en/article/create-a-fundraiserevent-117j8ly/).

### Amounts and giving options

Each form's **Settings** tab sets one-time, recurring, and spare change giving, recurring intervals, and limits. See [Set amounts and giving options](https://smartchange.crisp.help/en/article/how-to-build-smart-fundraising-forms-lpaz0i/).

### Design

The form designer has layouts, themes, fonts, and colors, with desktop and mobile previews. See [Design your form](https://smartchange.crisp.help/en/article/design-your-form-br6xwb/).

### Events and memberships

Events have ticket types, capacity, and a Wallet pass for each guest. Memberships have named tiers billed monthly or yearly. See [Set up an event](https://smartchange.crisp.help/en/article/set-up-an-event-7jaaux/) and [Set up memberships](https://smartchange.crisp.help/en/article/set-up-memberships-pdd3wv/).

### Recurring contributions and refunds

You can pause, resume, or cancel a recurring contribution. Failed recurring payments show under **Finance → Lapsed subscriptions**, where you can retry the card on file. Refunds can be full or partial. See [Manage recurring contributions](https://smartchange.crisp.help/en/article/manage-recurring-contributions-beoy34/) and [Refund a contribution](https://smartchange.crisp.help/en/article/refund-a-contribution-1o3o74a/).

### Slates

A slate splits one contribution across several fundraisers. Find it under **Forms → Slates**.

### Store

Sell items from a store, with a shared inventory, orders, and shipping profiles. See [Sell merchandise with a store](https://smartchange.crisp.help/en/article/sell-merchandise-with-a-store-hsoua4/).

### Reports

All reports live under **Reporting**. Each one can be generated for a date range, filtered by form, scheduled, and exported. See [Run, export, and schedule reports](https://smartchange.crisp.help/en/article/reports-v5oi2w/).

### Plans

There are three plans: Standard, Growth, and Professional. Each has its own fee, payout frequency, and team size. See [Pricing Plans](https://smartchange.crisp.help/en/article/pricing-ys4kq1/).

### The Agent

Click **Agent** in the top bar to ask about your data, start a form, or build a report. It asks before changing anything. See [Ask the Agent](https://smartchange.crisp.help/en/article/ask-the-agent-klcd5s/).

### Integrations

Connect 11 tools from **More → Developer → Integrations**. See **Integrations**.

### Team roles and security

There are three roles: Organization owner, Organization manager, and Viewer. Owners can require two-factor authentication for everyone, and the audit log keeps a record of changes for seven years. See [Understanding Team Roles and Permissions](https://smartchange.crisp.help/en/article/understanding-team-roles-and-permissions-in-smartchange-d1jcrs/) and [See who changed what: the audit log](https://smartchange.crisp.help/en/article/see-who-changed-what-the-audit-log-q78qrj/).

### Finding your way

- **Workspace tour:** Click **Explore what's new** on the Dashboard, or open the **Help and tours** menu (the **?** button) and choose **Workspace tour**.
- **Setup checklist:** Click **Finish setting up** on the Dashboard.
- **Page tours:** Each page shows a short tour the first time you open it. Replay it from **?** → **Show this page's tour**.
- **Search:** Press Cmd+K (Ctrl+K on Windows) to find contributors, forms, and candidates.

![Help and tours menu](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/help-menu_zgmlnp.jpg)

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).