# User Interface

## Overview 

<figure><img src="/files/yuK9OWjw0MkRksN5zT2w" alt=""><figcaption></figcaption></figure>

**The DRM interface is divided into 4 sections:**

**A** - Main Panel&#x20;

**B** - Side Bar

**C** - Quick Actions

**D** - Personal Account information&#x20;

{% hint style="info" %}
**Section A** serves as the main display area within the application interface, and it changes based on the user's interaction and navigation choices.&#x20;
{% endhint %}

{% hint style="info" %}
**Sections B, C, and D** are designed as persistent interface elements. They are fixed and remain continuously visible throughout the DRM experience. Their permanent visibility ensures users always have access to these essential controls.
{% endhint %}

<mark style="color:$primary;">**Now, let's explore each of these sections in more detail:**</mark>

***

### Section A - Dashboard

When you first open the DRM, you are brought to the **Dashboard**, which serves as the default view in the Main Panel.

The Dashboard is designed as an **Executive Overview**, giving you an immediate snapshot of your organization’s current activity and operational status. Rather than a static display, this view is dynamically updated to reflect real-time data.

Think of the Dashboard as your **central command center** - it provides essential context so you can quickly assess overall performance without navigating deeper into the system.

***

### Section B - Sidebar

The sidebar is your navigation hub, located on the left side of your screen.

* <mark style="color:$primary;">**Donary Logo**</mark>

&#x20;Clicking the Donary logo in the top-left corner will return you to the default [Dashboard ](#section-a-dashboard)view.&#x20;

* <mark style="color:$primary;">**Collapse / Expand Sidebar**</mark>

Clicking the three-bar icon collapses the sidebar, hiding all categories and expanding the main workspace. This is useful when you need more screen space.

* <mark style="color:$primary;">**Categories**</mark>

Below the Donary logo is a list of categories. Click on a category to navigate to that specific section.

***

### Section C - Quick Actions

The [Quick Actions](#overview) section lets you perform common tasks from anywhere in the system.

<figure><img src="/files/xz1fY8XVVIv8uzAyLErc" alt=""><figcaption></figcaption></figure>

<mark style="color:$primary;">**1.**</mark> <mark style="color:$primary;">**Change language**</mark> <img src="/files/mTvsKg1qZCLCwjfubP8I" alt="" data-size="line">

Click on this icon to easily toggle between English and Hebrew. &#x20;

<mark style="color:$primary;">**2. Create**</mark> <img src="/files/u5Hz2NTslzWhvPuH328T" alt="" data-size="line">

The **Create** menu allows you to add new records without navigating to a specific section.

<table data-view="cards"><thead><tr><th align="center"></th><th align="center"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><a data-footnote-ref href="#user-content-fn-1"><strong>נדרים ונדבות</strong></a></td><td align="center">Add new נדרים ונדבות with specified details. </td><td><a href="/files/24vsmvxsd0RHAXni8WbL">/files/24vsmvxsd0RHAXni8WbL</a></td></tr><tr><td align="center"><a data-footnote-ref href="#user-content-fn-2"><strong>Donors</strong></a></td><td align="center">Add new donors with all related details here.</td><td><a href="/files/AJnSNZOYtjWSG0NxjhA0">/files/AJnSNZOYtjWSG0NxjhA0</a></td></tr><tr><td align="center"><a data-footnote-ref href="#user-content-fn-3"><strong>Reasons</strong></a></td><td align="center">Add new reasons with all relevant details here.</td><td><a href="/files/mLyCyDacgYtQAsHJDsBr">/files/mLyCyDacgYtQAsHJDsBr</a></td></tr><tr><td align="center"><a data-footnote-ref href="#user-content-fn-4"><strong>Campaigns</strong></a></td><td align="center">Add new campaigns with all relevant details here.</td><td><a href="/files/4ANaVUlVkr0PhqfGeHqh">/files/4ANaVUlVkr0PhqfGeHqh</a></td></tr><tr><td align="center"><a data-footnote-ref href="#user-content-fn-5"><strong>Locations</strong></a></td><td align="center">Add new Locations with all important details here. </td><td><a href="/files/JvPbsFGvJ0AUpanaCAcD">/files/JvPbsFGvJ0AUpanaCAcD</a></td></tr><tr><td align="center"><a data-footnote-ref href="#user-content-fn-6"><strong>Collectors</strong></a></td><td align="center">Add new collectors with all relevant details here.</td><td><a href="/files/sxEu5a5lcrYyNauOJc78">/files/sxEu5a5lcrYyNauOJc78</a></td></tr></tbody></table>

<mark style="color:$primary;">**3. New Transaction**</mark> <img src="/files/cOsuzOR3hSuzpzmNz1SD" alt="" data-size="line">

Add **new** transactions with all relevant details here.&#x20;

<mark style="color:$primary;">**4. System updates**</mark> <img src="/files/cvDu6uTbPpStq90kuA5y" alt="" data-size="line">

Check out new system updates here!&#x20;

<mark style="color:$primary;">**5. Request New Feature**</mark> ![](/files/lq4O80GugbVggzs7yUa6)

Have an idea or suggestion? Click this icon and submit the feature request form.

<mark style="color:$primary;">**6. Help & Feedback**</mark> ![](/files/LXGQ5cU8yQpp6RHmWxAO)

Need assistance or experiencing an issue? Click this icon to submit a support ticket.\
Please complete all fields so our team can assist you as quickly and effectively as possible.

<mark style="color:$primary;">**7. Logout**</mark> <img src="/files/5wQoq2pXfPV2z4ovS03Z" alt="" data-size="line">

Click on this icon to log out of the DRM.&#x20;

<br>

***

### Section D - Personal Account Information

This section displays your administrative account details.

<div align="left"><figure><img src="/files/aIv7YgFNhkWVVj6aSxFs" alt="" width="375"><figcaption></figcaption></figure></div>

<mark style="color:$primary;">**1. Account Information**</mark>

This section displays the User's name and Account information.<br>

<mark style="color:$primary;">**2. Webgive Page Access**</mark>

Click on the donate icon  ![](data:image/png;base64,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) to access the Webgive page of your organization. &#x20;

Each organization has its own unique account number, making donations accessible and user-friendly to your online audience. Your organization’s account number will show here: ![](/files/MMqhnbCa1as4uRXMb4m5)

Your Webgive URL will follow this format:    *<mark style="color:$primary;">**<https://donary.com/7231>**</mark>*

{% hint style="info" %}
*The number will be replaced with your organization’s specific account number.*
{% endhint %}

***

<mark style="color:$primary;">**Donation Phone Line**</mark>

Donary provides a dedicated donation phone line at **845-DONARY3**.

Each organization is assigned a **unique extension**, which corresponds to its account number.

[^1]: These are promises to donate money - promises made when one is עולה לתורה.

[^2]: Individuals who have donated or are committed to donating money in the future.

[^3]: A team in a charity drive (Donate +). Each team has an online page with a fundraising goal.

[^4]: The cause and purpose of the donation. Every donation is directed towards a specific cause AKA campaign.

[^5]: Where the donation was made.

[^6]: AKA fundraisers. Individuals that actually collect the money and donations.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.donary.com/cloud-drm/getting-started/user-interface.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.