User Interface

This article gives a brief overview of the main sections and interface you see after signing in to the DRM platform.

Overview

The DRM interface is divided into 4 sections:

A - Main Panel

B - Side Bar

C - Quick Actions

D - Personal Account information

Section A serves as the main display area within the application interface, and it changes based on the user's interaction and navigation choices.

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.

Now, let's explore each of these sections in more detail:

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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.

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Section B - Sidebar

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

• Donary Logo

Clicking the Donary logo in the top-left corner will return you to the default Dashboard view.

• Collapse / Expand Sidebar

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.

• Categories

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

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Section C - Quick Actions

The Quick Actions section lets you perform common tasks from anywhere in the system.

1. Change language

Click on this icon to easily toggle between English and Hebrew.

2. Create

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

נדרים ונדבות

Add new נדרים ונדבות with specified details.

Donors

Add new donors with all related details here.

Reasons

Add new reasons with all relevant details here.

Campaigns

Add new campaigns with all relevant details here.

Locations

Add new Locations with all important details here.

Collectors

Add new collectors with all relevant details here.

3. New Transaction

Add new transactions with all relevant details here.

4. System updates

Check out new system updates here!

5. Request New Feature

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

6. Help & Feedback

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.

7. Logout

Click on this icon to log out of the DRM.

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Section D - Personal Account Information

This section displays your administrative account details.

1. Account Information

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

2. Webgive Page Access

Click on the donate icon to access the Webgive page of your organization.

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:

Your Webgive URL will follow this format: https://donary.com/7231

The number will be replaced with your organization’s specific account number.

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Donation Phone Line

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

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