Dashboard enables you to easily find important information, and perform tasks as an individual, Collective or Fiscal Host admin
When you log in to your account, you will be automtically directed to your Open Collective Dashboard.
Our Dashboard is a space which helps you complete all your tasks on Open Collective, whether you’re acting as an individual or an admin of a larger group.
Dashboard is currently running as an opt-in public beta. It can be activated by selecting the Dashboard option in the Preview Features settings of your account menu.
When you first arrive, your Dashboard will be set to your personal account. This will show you a range of tasks that you can perform with this account.
These include:
Searching recent activity relating to your account
Viewing and tracking expenses you have submitted
Viewing contributions you have made on the platform
Changing your account settings, such as your email address, security info, and so on
You can use the search bar in the top right-hand corner to search for Collectives or Fiscal Hosts on the platform, or click the megaphone for the latest updates from Open Collective.
If you have been invited to be a team member or admin of a Collective, organization or Fiscal Host, you will receive a notification on your dashboard when you're logged in under your individual profile.
You can also click your profile photo in the top right corner to bring up additional account settings, including:
Viewing your profile
Selecting preview features
Navigating the Open Collective homepage, docs or support pages
If you click on the button in the top menu with your "personal account” profile image on it, you will find a list of all the roles you hold on Open Collective (if any).
This allows you to switch your Dashboard to other roles, such as:
An admin of a Collective
An admin of an organization
An admin of a Fiscal Host
This will change the menu to show options that are relevant to the tasks you need to do in that role.
We are interested in hearing from you about any comments or requests you may have. If you have suggestions, please let us know by clicking the Give Feedback option in your Dashboard or using this link.
Our Preview Features menu lets you test selected upcoming Open Collective features before their full release - and turn them on and off with a single click.
Our Preview Features menu offers you a selection of upcoming features and layout changes - which you can choose and test before they are fully launched.
You can choose which features or updates you want to try.
To find and choose features:
Login to the platform using your account
Click on the profile icon on the top-right corner
Find the Preview Features option on the menu
Select the features that appeal to you, and switch them on using the toggle button
The feature preview will be enabled on your account by clicking the button. If you want to change back, toggle the switch off again and your interface will revert to the original state.
The features available in the preview features menu may vary depending on the type of role you hold on the platform. For example, admins may see different options for individual users.
Every feature in the Preview Features menu is at the stage where we feel happy showing it to users. However, they are all beta releases, so we are keen to hear from you about any improvements you’d like to see.
If you want us to change or fix any part of the feature you are currently previewing, please get in touch via the link in the menu box itself or by contacting us.