Org dashboard tour
The org dashboard is your home as a national admin. It surfaces health metrics, exceptions, and quick links to the surfaces you'll use most.
Open the dashboard
Sign in. If you're an org admin, you'll land here automatically. Otherwise navigate to Org → Dashboard.
The org admin dashboard.
What's on the dashboard
Top-line stats
- Total members across the org
- Active chapters count
- Pending approvals (org-wide)
- Outstanding dues (org-wide)
- Compliance on-time rate
Chapter health
A grid of every chapter with a health score and trend arrow. Red chapters bubble to the top. Click any tile to drill into that chapter.
Top alerts
A prioritized list of issues needing attention:
- Chapters with 3+ overdue compliance items
- Members with payment failures
- Forums with flagged content awaiting review
- Storage approaching configured caps
Quick links
Buttons for common actions: Add chapter, Invite admin, Bulk import members, New bulletin, Configure dues.
Activity feed
Recent admin actions across the org (audited). Useful for spotting unexpected changes.
Navigation pattern
The org admin sidebar is grouped:
Dashboard
Members & Chapters
Chapters
Regions
Members
Operations
Compliance
Elections
Billing
Retain (chapters/surveys)
Community
Engage / Bulletins / Albums / Events
PNM
Periods / Name approvals / Settings
Foundation
Campaigns / Donations / Donors / Reports
Learning
Courses / Assignment rules / Grading
Documents
Messages
Settings
General / Admins / Reports / Custom Fields / Storage / Consent / etc.
Switching scope
Admins always operate at the org level by default. Use the chapter picker (top of the sidebar) to filter views to a specific chapter. The chapter picker affects:
- Members directory (only that chapter)
- Billing (only that chapter)
- Compliance (only that chapter's submissions)
Reset to All chapters to return to org scope.
Dark mode
Toggle dark/light from the user menu. The choice is per-user.
Tips
- Customize the dashboard for the team that follows you. Pin the alerts you most care about.
- Use the alerts. They're calibrated to surface the 5 things that probably need action this week.
- Don't spend time clicking through every chapter. The health-score grid is the right level of detail for a daily glance.