DonatePR.com
  • Welcome
  • About
    • Introduction
    • Documentation
    • Terminology
    • Company
    • Pricing
    • Team
    • The DonatePR Way
      • Mission and Values
      • Community Guidelines
    • Hiring
    • Investors
    • Contributing
    • Refund Policy
    • Contact Us
  • Product
    • Features
    • Comparison
    • User Profile
    • Dashboard
      • Preview Features
    • Currencies
    • Log-in System
    • Privacy Policy
    • Moderation
    • Security
    • Ledger
      • Individual Transactions
      • Transaction Pairs, Groups & Perspectives
      • Viewing Transactions
      • Exporting Transactions
      • Fiscal Host Ledger Perspective
      • Contributions in the Ledger
      • Added Funds in the Ledger
      • Expenses in the Ledger
      • Ledger Changelog
    • Notifications
    • Two-factor Authentication
    • Activity Log
  • Communities
    • Communities FAQ
    • Creating a Community
    • Quick Start Guide
    • Community Settings
      • Customize Community
      • Team
      • Community Goals & Tiers
      • Expense Policy
      • Data Export
      • Security
      • Integrations
      • Zero Community Balance
      • Closing a Community
    • Add Fiscal Host
    • Change Fiscal Host
    • Transparent Budget
    • Expenses
    • Updates & Comms
    • Custom Email
    • Moderation
    • Conversations
    • Events
    • Projects
    • Funding Options
    • Connected Communities
    • Contribution flow
  • Financial Contributors
    • Financial Contributors FAQ
    • Guest contributions
    • Payments
    • Platform Tips
    • Receipts
    • Donation Letter
    • Community to Community
    • Organizations
      • Organization FAQ
      • Funds
      • Bulk Transfers
  • Expenses & Getting Paid
    • Expenses FAQ
    • Submitting Expenses
      • Inviting a third-party to submit an Expense
    • Expense Comments
    • Edit or Download an Expense
    • Receiving payment through Payoneer or Wise
    • Tax Information
  • Fiscal Hosts
    • Fiscal Hosts FAQ
    • Becoming a Fiscal Host
    • Creating a Fiscal Host
    • Organisation Settings
      • Info
      • Customize Profile Page
      • Connect external accounts
      • Accounting Categories
      • Security
      • Manage updates
      • Policies
    • Fiscal Host Dashboard
      • Expenses
      • Financial contributions
      • Pending applications
      • Hosted Communities
      • Vendors
      • Transaction Report
        • Reports
    • Receiving Money
      • Bank Transfers
      • Credit Card
      • Add Funds Manually
      • Expected Funds
    • Payouts
      • Payouts with PayPal
      • Two-factor authentication for payouts
      • Refunds
    • Host Fees
    • Local Tax Support
    • Agreement Templates
  • Independent Communities
    • About Independent Communities
    • Create an Independent Community
      • Migrate from Self-Hosted to Independent Community
      • Migrate from a Fiscal Host to Independent Community
    • Independent Community Setup
    • Independent Community Management
      • Money coming in: Contributions
      • Money going out: Expenses
    • Close an Independent Community
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On this page
  • Navigating your Dashboard
  • Switching between profiles
  1. Product

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.

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Last updated 7 months ago

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.