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

Explaining some of the all-new admin navigation options like Global search, Reports, Tools, Members, and Settings

Indu avatar
Written by Indu
Updated this week

We are excited to introduce the all-new Admin Navigation that will revolutionize your experience, allowing you to accomplish tasks with fewer clicks and greater efficiency!

Our team has been hard at work to bring you a navigation system that streamlines your workflow and enhances your productivity. With this update, you'll find everything you need in one place, making managing your community and initiatives a breeze 👇

What's New?

  • Global Search

    • With just a single search, you can now access everything you were familiar with in the old layout.

    • Our upgraded search functionality now allows you to explore granular details like never before.

    • From email subject lines to giving day campaigns and event names, you can pinpoint exactly what you need in seconds.

  • Reports: All Your Outcomes In One Place

    • With our latest update, you can access all the reports of your active initiatives under one roof. This comprehensive view gives you a quick overview of your organization's progress and helps you make data-driven decisions with ease.

    • Find the reports of all your active initiatives under one roof.


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

      • New Engagement > Engagement activity, Gift dashboard

  • Tools: Everything You Need To Create an Initiative

    • You'll find all the tools you need to create anything—from directories to emails to events to giving days within tools.

    • Our improved navigation provides a dedicated section called 'Tools,' where you'll find all the necessary resources at your fingertips.

    • Whether you're working on directories, emails, events, or giving days, everything you need is now conveniently accessible in one place.

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

  • Members: Manage All Members & Permissions

    • As data management is critical for any community or organization, we've created a one-stop shop to manage all data associated with member profiles, engagement metrics, and user groups.

    • With our simplified interface, you can keep your data up to date effortlessly.


      • 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

  • You'll find everything you need to manage the data syncs, co-admin access, and the look and feel of the platform here.

  • To streamline these crucial tasks, we've centralized all related functions in one place. Now, you can easily control and adjust these settings without navigating through multiple menus.


    • 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.

Reach out to us at in case of any queries.

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