Dashboard

What is the Dashboard in the OrgHub app?

Each nonprofit entity on the OrgHub app has its own Dashboard. Access to a nonprofit’s Dashboard is shared amongst everyone who is given access (each referred to as a “Collaborator”), such as managers, directors, and accountants of the nonprofit organization. The Dashboard is where you will access critical information about your nonprofit organization and where you will create the paperwork and government filings that you need to keep it compliant. The Dashboard is where most of your activity will take place while using the OrgHub platform.  The Dashboard has several different sub-areas: [ADD LINKS] 1. Landing Page 2. Minute Book 3. Data Summary 4. Updates 5. Policies 6. Contracts 7. Account

What is the Dashboard Landing Page?

The landing page contains different groupings of important information about your nonprofit. The groupings of important information are as follows: - Outstanding Action Items: This grouping lists all outstanding Action Items related to this Entity.  - Active Updates: This grouping lists all Updates that are currently active (i.e. Updates that have been started but are not yet complete). - Notifications: This grouping shows important dates for keeping the Entity compliant. Specifically, it lists the Incorporation Date and the Fiscal Year End date, each of which can be important dates for compliance filings. This section also lists all of the “Notification Recipients”, i.e. all of the people who will receive an email and/or text message from the OrgHub system notifying them of upcoming compliance deadlines. The landing page is the first area that you see when you arrive at the Dashboard and it is under the tab called “Dashboard”.  From the landing page you will be able to quickly access data that helps you to keep your nonprofit compliant.

How do I access a nonprofit’s Dashboard?

You can only access the Dashboard of an Entity if it is listed on your Homepage as one of the nonprofits linked to your account.  Learn more about levels of Dashboard access here. [INSERT LINK]