Setting Up Dashboard Tiles

You can add tiles to the Donorfy Dashboard as follows

In Settings | Configuration search for Dashboard Tiles, press the Add button and

  • Enter a description for your tile - this will be shown on the top of the tile on the dashboard
  • Choose your Type of Tile - see this article for more information about the tiles available - the type of tile determines the content of the tile
  • The help text will describe what the tile does - you change this as needed - it will be displayed when the ? icon in the next to the tile title is clicked on  
  • Depending on the type of tile you may have to choose further settings - e.g. campaign(s), a fund etc 

This is an example of a tile set up

The tile will be shown on the dashboard of users who have their dashboard access set to 'Full dashboard access' - to make your tile available to other users you need to make sure it is included in their list of selected dashboard tiles - see this article

This is how the tile will appear on the dashboard

Changing the Layout of your Dashboard

You can move tiles around the dashboard by hovering your mouse into the header of the tile - the mouse cursor will change to a 4-way arrow, holding down the mouse button will allow you to drag the tile  

Places you can drop the tile are shown as a yellow box 

Any changes you make are specific to the computer or device you are using - this allows you to optimise the layout e.g. if you are using a tablet

 

 

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