Dashboard

Dashboard enables you to easily find important information, and perform tasks as an individual, Community or Fiscal Host admin

When you log in to your account, you will be automtically directed to your Donate PR Dashboard.

Our Dashboard is a space which helps you complete all your tasks on Donate PR, whether you’re acting as an individual or an admin of a larger group.

Dashboard is currently running as an opt-in public beta. It can be activated by selecting the Dashboard option in the Preview Features settings of your account menu.

Navigating your Dashboard

When you first arrive, your Dashboard will be set to your personal account. This will show you a range of tasks that you can perform with this account.

These include:

• Searching recent activity relating to your account

• Viewing and tracking expenses you have submitted

• Viewing contributions you have made on the platform

• Changing your account settings, such as your email address, security info, and so on

You can use the search bar in the top right-hand corner to search for Communities or Fiscal Hosts on the platform, or click the megaphone for the latest updates from Donate PR.

If you have been invited to be a team member or admin of a Community, organization or Fiscal Host, you will receive a notification on your dashboard when you're logged in under your individual profile.

You can also click your profile photo in the top right corner to bring up additional account settings, including:

• Viewing your profile

• Selecting preview features

• Navigating the Donate PR homepage, docs or support pages

Switching between profiles

If you click on the button in the top menu with your "personal account” profile image on it, you will find a list of all the roles you hold on Donate PR (if any).

This allows you to switch your Dashboard to other roles, such as:

• An admin of a Community

• An admin of an organization

• An admin of a Fiscal Host

This will change the menu to show options that are relevant to the tasks you need to do in that role.

We are interested in hearing from you about any comments or requests you may have. If you have suggestions, please let us know by clicking the Give Feedback option in your Dashboard or using this link.