> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigating the Dashboard

> WeGive Help Center article: Navigating the Dashboard

The WeGive V2 dashboard uses a two-tier sidebar navigation system. The main sidebar on the far left shows your primary sections as icons, and hovering or clicking any icon opens a flyout panel with its sub-pages. Settings opens as a full secondary panel rather than a flyout. This guide covers every section and what you'll find inside.

Some sections and sub-pages are only visible to certain roles. We've noted role restrictions where they apply.

## Home

Your landing page. Shows a real-time operations view across donations, supporters, tasks, messaging, and campaigns. The Home tab is organized into independent widgets — each loading its own data — covering recent donations, today's payouts, task queue health, upcoming messages, active campaigns, and more. See the Home Tab Guide for a full breakdown of every widget.

## Supporters

Your donor database.

* **All Supporters** — Search, filter, and manage your complete supporter list. View individual profiles with giving history, engagement activity, tags, and custom fields.
* **Individuals** — Filtered view of supporters who are individual people (as opposed to organizations).
* **Companies** — Filtered view of supporters that are companies or organizations, useful for managing corporate giving relationships.
* **Households** — Group supporters into households to see combined family giving and manage household-level communications.
* **Tags** — Create and manage tags to categorize and segment supporters.

## Giving

Your financial hub for tracking all money movement.

* **Payments** — Every donation and payment processed through WeGive, with filtering and search.
* **Recurring Plans** — View and manage all active, paused, and cancelled recurring donation plans.
* **Pledges** — Track pledge commitments and their fulfillment progress.
* **Payouts** — Track payment processor payouts to your bank account.

## Campaigns

Everything related to your fundraising campaigns, events, and peer-to-peer fundraising.

* **Campaigns** — View, create, and manage your fundraising campaigns. Each campaign can have its own goal, timeline, designations, and associated checkout forms.
* **Events** — Create and manage ticketed events with dates, locations, ticket types, and capacity limits.
* **Fundraisers** — View and manage fundraisers tied to your campaigns.
* **P2P Fundraisers** — View and manage active peer-to-peer fundraiser pages created by your supporters.

## Communications

Your communication and donor engagement toolkit.

* **Messages** — Create, schedule, and send email communications to your supporters.
* **Journeys** — Build multi-step automated engagement sequences (e.g., a new donor welcome series).
* **Communication Lists** — Create and manage segmented mailing lists.
* **Conversations** — View and manage two-way conversations with supporters.

## Elements

Your donor-facing fundraising tools — the forms and pages supporters interact with.

* **Checkouts** — Your donation forms. Customize amounts, payment methods, branding, custom questions, and thank-you experiences. Your default checkout is named `{Your Org} Default Checkout` (e.g., "Acme Nonprofit Default Checkout").
* **A/B Tests** — Run split tests between two checkout configurations to see which performs better.
* **Forms** — General-purpose forms for collecting information from supporters (separate from donation checkouts).
* **Pledge Templates** — Configure templates for pledge commitment forms where donors can promise future gifts.
* **P2P Templates** — Configure templates for peer-to-peer fundraising pages that supporters can create on your behalf.

## Portal

Control the donor-facing portal experience and the impact content shown to donors.

* **Impact Stories** — Publish stories and updates that appear on the donor portal.
* **Impact Numbers** — Create visual impact metrics to share with donors (e.g., "Your \$50 feeds a family for a week").
* **Profile Settings** — Configure the donor portal profile experience.

## Reporting

Your analytics and data export hub.

* **Revenue** — Reports on donation revenue, trends, and totals.
* **Engagement** — Calendar View of supporter engagement activity.
* **Exports** — Download your data as CSV files.

## Settings

Access your account-wide configuration from the gear icon at the bottom of the sidebar. Settings opens in a full secondary panel with a search bar and labeled subheaders that group related items.

**Your Preferences**

* **General** — Your personal account info.
* **Notifications** — Manage which notifications you receive.

**Organization**

* **Organization** — Legal name, DBA, EIN, address, timezone, and other organization-level details.
* **Installation** — Custom domain setup and SSL certificates.
* **Team** — Invite members and manage roles.
* **Billing** — Manage your WeGive subscription and billing details.

**Payments & Processing**

* **Payment Settings** — Payment processor configuration (WeGive, Stripe, PayPal).
* **Payout Items** — Configure how items appear on payouts.

**Communications**

* **Email Settings** — Custom email domain authentication and sender addresses.
* **Email Templates** — Build reusable email templates for consistent branding.
* **Phone Numbers** — SMS phone number management.
* **RSS Feeds** — Manage RSS feeds used for RSS-to-email content.
* **Variable Fallbacks** — Set default values for personalization variables (e.g., if a donor's first name is missing, use "Friend" instead).**Triggers** — Configure automated actions that fire based on events (e.g., send an email when a donor makes their first gift).
* **Trigger History** — See when automated triggers have fired and what actions they took.

**Email Health**

* **Bounces** — Monitor bounced email addresses.
* **Complaints** — Track spam complaints.
* **Unsubscribes** — View donors who have unsubscribed from communications.
* **Whitelist** — Manage your email whitelist for delivery exceptions.

**Data & Customization**

* **Custom Fields** — Define custom data fields for donor records.
* **Imports** — Upload CSV files to bulk-import donors, transactions, and recurring plans.
* **Redirects** — Manage URL redirects.
* **Files** — Manage uploaded files and documents.
* **Merge Records** — Deduplicate and merge donor records.
* **Donor Logins** — View and manage donor portal login credentials.
* **Deletion Requests** — Process GDPR and donor data deletion requests.

**Integrations**

* **Integrations** — Connect and configure CRM integrations (Salesforce, Bloomerang, Virtuous, Neon, etc.).
* **Integration Logs** — Monitor sync activity and troubleshoot integration issues.
* **Integration Locks** — Manage record locks that prevent sync conflicts.

**Reporting**

* **Annual Tax Statement** — Configure annual tax statement generation for your donors.
* **Scheduled Exports** — Set up recurring automated exports.

**Developer**

* **API** — Manage API keys and developer access.
* **Audit Logs** — View a detailed log of all changes made in the dashboard.

## Navigation Tips

* **Hover to expand**: The flyout panel appears when you hover over or click a main section icon. Move your mouse away to collapse it.
* **Active section highlighting**: The sidebar highlights your current section and page so you always know where you are.
* **Settings opens differently**: Unlike the other sections, Settings opens in a full secondary panel with a search bar at the top and clearly labeled subheaders.
* **Role-based visibility**: If you don't see a section listed above, it may be restricted to a different role. The dashboard automatically hides sections and individual pages you don't have access to. Check with your Admin if you need access.


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