NGO Portal Overview
Role: NGO admins
Scope: NGO portal
Purpose
Provide a practical map of the NGO admin portal and where to perform common operational tasks.
Who this is for
NGO admins using the NGO portal to manage campaigns, profile content, and payment visibility.
Prerequisites
- You can sign in to the NGO portal with your admin identity.
- Your admin user is assigned to one NGO profile.
Step-by-step instructions
1. Use the main navigation
Primary areas are Dashboard, Campaigns, Payments, and Profile.
2. Confirm assigned NGO context
Each NGO admin is assigned to one NGO profile.
3. Run campaign operations
Create, edit, activate/archive, and monitor campaign details and donations from Campaigns.
4. Track payout records
Use Payments to monitor company-to-NGO payment statuses and export documents.
5. Keep public-facing profile content current
Update About Us, Contact, and restrictions so campaign context remains accurate for employee voters.
What users should expect
- Navigation and available actions are optimized for NGO operations, not company setup.
- Campaign and payment information is tied to organization activity in company voting periods.
Common issues and troubleshooting
- No data in dashboard or payments: your NGO may not have donation/payment activity yet.
- Wrong NGO profile shown: contact support to verify your admin-to-NGO assignment.
Verify success
- You can navigate between Dashboard, Campaigns, Payments, and Profile without role blockers.
- Your assigned NGO context is consistent across all portal sections.