Altru has a step-by-step wizard to help you through these tasks in the product. You can access it from the help menu within Altru.
  1. Click the blue help question mark
  2. Click “Walkthrough”
  3. Click “Initial Setup”.
  4. Click on each task to walk through the necessary steps.  Once you finish one task, repeat steps 1-3 to continue completing each task.

Note: You will require power user access to Altru to complete these tasks.