Get to know the Dashboard - younginnovations/aidstream-tz GitHub Wiki

Dashboard has the following elements,

1. Projects

This page displays all the projects you have added. From this page, you have the option to

  1. View a project
  2. Delete a project
  3. Edit a project
  4. Duplicate a project

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2. Published files

This is the page where you will find the single IATI XML file containing each of your published projects. From this page, you can manually publish your XML file to the IATI Registry. The process to manually publish your XML file has been discussed on the "How to Publish Projects" page.

The steps you have to follow to manually publish your XML file are as follows:

  1. Select Published Files in the sidebar menu on the left of your screen.
  2. Once this page opens, select the XML file/s you want to publish to the Registry
  3. Click the Publish Projects to IATI button which you will find at the top right of the page.

3. Users

This is the page where you can manage the user accounts associated with your organisation. There are three actions you can take on this page:

  1. Add a New User
  2. View/Edit User Information
  3. Delete User

You can learn more about these by visiting our User Management page.

4. Downloads

This feature allows you to download information on all of your projects into a single CSV file on click.

5. Settings

This is the page containing the 'setting' options for your account. These are:

  • Reporting Organisation Information
  • IATI Registry Information
  • Automatically Update option
  • Default Values

You can learn more about these options on the page, How to Set Up Your Organisation's Account.

6. User Menu

When you hover over the 'User' icon in the top right of your screen, you will see the following two options:

  1. My Profile

If you click on "My Profile", you will be taken to your profile page where you can see your personal user information and key information about the organisation your account is associated with. From your profile page you can do the following:

  511. Edit information
  512. Change your account password
  1. Logout

If you click on "Logout" you will be logged out from your account and redirected to the homepage.