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    • Why Open Collective?
    • How Open Collective Works
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  • Getting Started
    • Getting Started
    • Explore
    • Setting up your Account
    • Editing your Profile Page
    • Customizing your Page Layout
    • Adding and Removing Team Members
    • Your Dashboard
    • Understanding Contributions
    • Understanding Expenses
    • Tracking an Expense
    • Creating an Organization
  • Advanced
    • Notifications
    • Preview Features
    • Security For Accounts
      • Logging into your Account
      • Two Factor Authentication
    • Keeping your Community Updated
      • Updates and Contact
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    • Understanding the Ledger
      • Individual Transactions
      • Transaction Pairs, Groups & Perspectives
      • Viewing Transactions
      • Exporting Transactions
      • Fiscal Host Ledger Perspective
      • Contributions in the Ledger
      • Added Funds in the Ledger
      • Expenses in the Ledger
      • Ledger Changelog
    • Exporting Your Data
    • Deleting your Account
  • COLLECTIVES
    • Collectives
    • Creating a Collective
      • Creating Your Policies
      • Security for Collectives
      • Linking Connected Collectives
    • Choosing a Fiscal Host
    • Raising Money
      • Setting Goals and Tiers
      • Customising Thank You Emails
      • Adding Donation Buttons, Badges and Banners
      • Adding Embeds to your Website
      • Creating Custom Fundraising URLs
      • Rejecting and Refunding Financial Contributions
    • Managing Money
      • Budgets
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      • Moving money
      • Tagging expenses
    • Spending Money
      • Inviting a Third Party to Submit an Expense
    • Events
    • Changing Fiscal Host
    • Closing a Collective
      • Zero Collective Balance
  • Collective Settings
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  • GIVING TO COLLECTIVES
    • Giving to Collectives
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    • Making a Recurring Contribution
    • Managing Receipts
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      • Creating a Fund
      • Bulk Transfers
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    • Requesting Refunds
      • Refund Policy
  • EXPENSES AND GETTING PAID
    • Expenses and Getting Paid
    • Submitting Expenses
      • Submitting a Reimbursement
      • Recurring Expenses
      • Multi-Currency Expenses
    • Editing an Expense
    • Payment Processor Fees
    • Getting Paid through Wise
    • Understanding Tax Requirements
  • FISCAL HOSTS
    • Fiscal Hosts
    • Why Become a Fiscal Host?
    • Setting up a Fiscal Host
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      • Freezing a Collective
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    • Receiving Money as a Host
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      • Stripe
      • Adding Funds Manually
      • Pending Contributions
    • Expense Payment
      • Paying Expenses as a Fiscal Host
      • Understanding Security Checks
      • Asking for Information about Expenses
      • Paying Expenses with Wise
      • Handling Payment Errors Through Wise
    • Processing Refunds
    • Platform Settlements
    • Certified Member
  • INDEPENDENT COLLECTIVES
    • Independent Collectives
    • Creating an Independent Collective
      • Launching an Independent Collective
      • Migrating from Fiscal Host to Independent Collective
      • Migrating from Self-Hosted to Independent Collective
    • Managing Independent Collective Finances
    • Closing an Independent Collective
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  • Our Organization
    • About Open Collective
    • Mission And Values
    • Our Team
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  • Navigating your Dashboard
  • Switching between profiles

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  1. Getting Started

Your Dashboard

Our Dashboard enables you to easily find important information, and perform tasks.

When you log in to your account, you will automatically be directed to your Open Collective Dashboard.

The Dashboard is a space that helps you complete all your tasks on Open Collective, whether you’re acting as an individual or an admin of a larger group.

Navigating your Dashboard

When you first arrive, your Dashboard will be set to your personal account. This will show you a range of tasks that you can perform with this account.

These include:

  • Searching recent activity relating to your account

  • Viewing and tracking the expenses you have submitted

  • Viewing the contributions you have made on the platform

  • Changing your account settings, such as your email address, security info, and so on

You can use the search bar in the top right-hand corner to search for Collectives or Fiscal Hosts on the platform, or click the megaphone for the latest updates from Open Collective.

Suppose you have been invited to be a team member or admin of a Collective, Organization, or Fiscal Host. In that case, you will receive a notification on your Dashboard when you are logged in, under your profile.

You can also click your profile photo in the top right corner to bring up additional account settings, including:

  • Viewing your profile

  • Selecting preview features

  • Navigating the Open Collective homepage, docs, or support pages

Switching between profiles

If you click on the account switcher in the top left menu with your "personal account” profile image on it, you will find a list of all the roles you hold on Open Collective (if any).

This allows you to switch your Dashboard to other roles, such as:

  • An admin of a Collective

  • An admin of an Organization

  • An admin of a Fiscal Host

This will change the menu to show options that are relevant to the tasks you need to do in those roles.

PreviousAdding and Removing Team MembersNextUnderstanding Contributions

Last updated 1 month ago

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