1. Help & Learning
  2. Getting Started
  3. Onboarding: Tour around Trellis

Learn About the Dashboard

In this article, we will show you the Dashboard where you can manage your profile, edit, and view all your fundraiser pages.

1. Dashboard sidebar - contains the following:

A. Messaging 

B. Tax Receipting

C. Results

D. Team Roles

E. Banking

F. Profile

G. Logout

2. Search Bar - Where you can search for a specific fundraiser.

3. Filter Button - To find a page based on its status(archived or unarchived).

4. Fundraiser Pages - Show tiles of fundraiser pages. 

5. Shortcut access to do the following:

  • Change Fundraiser Name
  • Duplicate your Fundraiser Page

Change the status of your page to paused, Unpaused, Archive, or Unarchive

And there you have it, the complete tour to help you become familiar with navigating our platform and get one step closer to raising more funds using Trellis!

Our next priority is to ensure that you set up the key administrative items before starting any fundraising activities on our platform. Simply click the "Next" button below to complete this step.


To complete the Admin Items, click Next above

Did this answer your question? If not, please feel free to contact us using that teal chat bubble on the lower right corner of your Trellis account dashboard.