Using Your Dashboard

Your Dashboard is the home base for everything you manage on Ergatas — your profile, your supporters, your saved searches, and (for organization administrators) your organization's settings.

The menu changes depending on who you are. Everyone sees the everyday tools; organization administrators see extra options for managing their organization and its workers. If a menu item described below isn't on your dashboard, it isn't available for your account.

Dashboard home

When you open the dashboard you land on Next Steps — a short list of anything that needs your attention, with a button that takes you straight to it. What appears depends on your account: a profile that is due for an update or isn't published yet, a reminder to post a prayer request, workers in your organization whose profiles need a look, or organizations and messages waiting to be reviewed. When there is nothing outstanding, it simply says you are all caught up.

Below that, if you have a profile of your own, Your Profile shows how it has been doing over the last 30 days. Each tile gives the figure for that period, how it compares with the previous 30 days, a small graph of the daily trend, and the all-time total underneath:

• Page Views — how many times your public profile page has been viewed.
• Donation Clicks — how many times someone clicked through to give.
• Prayers — how many times people have prayed for your prayer requests.
• New Donations — how many new gifts were started in the last 30 days. A recurring gift counts once, when it starts, so this is a count of new supporters rather than an amount — see Donations for the money actually received.

Everyday tools

These menu items are available to everyone:

• Edit Profile — opens your missionary profile for editing. If you haven't made one yet, this button reads Create New Profile. (Organization administrators instead see a list of all the profiles they manage — see Managing Worker Profiles.)
• Saved Searches — re-run searches you've saved. See Saved Searches.
• Favorites — the profiles you've hearted. See Favorites.
• Prayers and Updates — post prayer requests and updates for your supporters. See Prayers and Updates.
• Donations — review and export the donations you've received. See Donations.

Organization administrator tools

If you administer an organization, your menu also includes:

• Manage Organization — your organization's name, logo, sharing link, and donation-form settings. See Managing Your Organization.
• Managed Profiles — all the worker profiles under your organization. See Managing Worker Profiles.

For a fuller walkthrough of organization administration, see Managing Your Organization in the Learn section.

Documentation, sign out, and your account

At the bottom of the menu:

• Documentation — opens these help guides.
• Sign Out — logs you out of Ergatas.
• Delete Account — permanently removes your account. Use this with care; it cannot be undone.