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Upgraded Admin Navigation for Faster Workflows
Upgraded Admin Navigation for Faster Workflows

Learn more about new admin navigation options like Global Search, Reports, Tools, Members, and Settings.

Krithipa R avatar
Written by Krithipa R
Updated over 2 months ago

We're thrilled to unveil the all-new Admin Navigation designed to optimize your experience and enhance your workflow.

With fewer clicks and greater efficiency, you'll have everything you need to manage your community and initiatives effectively.

Global Search

The Global Search functionality now gives you a unified search experience, giving you access to everything from the old layout.

Not only that, it now lets you dig deeper into details. Quickly find what you need, from email subject lines to giving day campaigns and event names.

Reports: All Outcomes in One Place

This latest update centralizes reports for all active initiatives. Giving you a comprehensive view offers quick insight into the organization's progress and allows you to make data-driven decisions easily.

Reports:

  • New Data > Data Inbox, Unmapped new data, Pending user approvals

  • New Engagement > Engagement activity, Gift dashboard

Tools: Everything to Create an Initiative

The "Tools" section has what you need to make something new. This could be a directory, email, event, or giving day. All these capabilities all in one place.

Tools: Communication Center, Events, Spaces, Giving, Forms, Directories, Pages

Members: Manage All Members & Permissions

Managing data is key. The "Members" section lets you keep track of member profiles, how people are involved, and different user groups in a unified interface.

Members:

  • Manage Data >Data Studio, Engagement Studio, Duplicates

  • Manage User Groups > Verified groups, Email groups, Unsubscribed users, Import data

Settings: Control Data Syncs, Co-admins & Platform Look

Instead of navigating through multiple menus, we have streamlined your interface and put all the capabilities to manage data syncs, co-admin access, and the platform looks in one place.

Settings:

  • Settings > Team members, Site settings, Payment gateway, Fund settings, Database, Course structure

  • Platform Settings > WordPress, Banner images, Header and footer settings, System emails setup, Sign up step images, Access control.


Please write to us using the Intercom Chat Bubble💬 if you have any queries or concerns😄.

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