Understanding your Dashboard
Published on January 22, 2024 by Shannon Wray
Whether you're a contributor, organization, collective, or fiscal host admin. Dashboard consolidates your administrative tasks into an integrated experience.
Automatic Activation: Dashboard will be automatically activated for all Open Collective users as part of the full public release. No action is required from your end – simply log in
So what’s changed?
Administrative features of Open Collective were previously sprinkled in and around profile pages and settings. Dashboard changes that by consolidating and organizing the tools you need into one place. Dashboard will continue to evolve to address your administrative needs and public facing pages like collective pages will evolve to serve crowdfunding needs.
Key Features:
When you sign in to the platform, you’ll now see a menu on the left-hand side. By default you’ll be shown your personal dashboard. You can click on your profile icon to switch from your personal profile to any admin accounts you operate for your organizations, collectives, or fiscal hosts.
In your personal dashboard you will find::
- A personal timeline to keep you up-to-date with recent activities.
- Expenses you’ve submitted.
- Contributions you have made and ongoing recurring contributions.
- A transaction tool that lets you peer under the hood and discover the ledger that drives Open Collective.
When you switch to other accounts you administer the dashboard menu will present additional tools.
- Explore the New Dashboard: Dive into the new dashboard and see how it enhances your Open Collective experience.
- View the Documentation: Interested in diving in deeper and learning more about this new experience. View the dashboard documentation here.
- Provide Feedback: We value your opinions! Click the "Give Feedback" option in your Dashboard or share your thoughts here.
- Need Help? If you encounter any issues or have questions, our support team is ready to assist. Get in touch.
Thank you for being an essential part of Open Collective's journey. We hope you enjoy exploring the new Dashboard!
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Shannon Wray
Posted on January 22, 2024
There's link to dashboard documentation, but.....no link to actual dashboard? That seems like a high-priority link to have in this post, which I received by email.
Hi Daniel, The dashboard is automatically activated when you login to opencollective.com. It is a new way of experiencing the Open Collective platform.
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Mate Soos
Posted on January 22, 2024
I was exactly as confused as @daniel. The link should have been included. I was so confusing I've been trying to figure out where's this magic dashboard for minutes :D
Jorge Toledo
Posted on January 23, 2024
I love how clear and usable it is!
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@daniel
Posted on January 22, 2024