Find your way around

Sidebar

The left sidebar lists Home, Transactions, Supporters, Pages, Forms, and Settings. Settings expands into Organization, Branding, Donation form, Tax receipts, Payments, Integrations, Team, Security, and Privacy.

What you see depends on your role. If an item is missing, ask an owner to grant that permission.

Header search

From any dashboard page, search supporters by name or email. Results open the supporter record.

This is not the same as docs search. Docs search lives in this help center (⌘K).

Tours

The first visit to the dashboard may start a welcome tour. On Pages, Forms, and many Settings screens, Help in the toolbar replays a walkthrough of that page.

Account menu

Your avatar in the sidebar footer opens Settings and Sign out. Theme (light / dark / system) sits above it.

Keyboard habits

Where	Shortcut
Help center	⌘K / Ctrl+K search
Page and form editors	Undo / redo, duplicate, delete — see Page builder