As a Champion Org Admin, your Dashboard is where you can find all of the information about your Programs and organization in Gloo Impact.
Champion Org Dashboard Overview
Your Champion Org account has four main sections:
Dashboard: The Dashboard tab gives you an overview of current Program Participants and Tasks. From this page, you can view all of your action items or click on a participant to view that Participant's progress in your Program.
Programs: The Programs tab shows you all of your published and drafted Programs. From this page, you can view individual Programs to review their performance and make changes.
Settings: Settings gives you general information about your organization and allows you to add and manage team members, forms, and integrations.
Banking: The Banking page shows you your available balance, linked account, and transactions.
Dashboard
The Dashboard tab provides an overview of all current Participants across your organization’s Programs. In the table, you can view the Participant, Program, Status, Champion, Progress, and the date they were Last Active. You can sort and filter by Program, Status, Participant, or Champion.
Click on any row in the table to view an overview of that Participant's progress in the Program.
On the right side of the Dashboard tab, you can manage your current Tasks (including Reviewing Applications, Verifying Milestones, and Completing Milestones)
Programs
The Programs tab includes your organization’s library of Programs and draft Programs, which can be filtered by Program Type. You can click on a Program to view and edit that Program.
For more information on creating Programs, see Creating Your First Program. For more information on understanding Program performance, see Program Dashboards.
Settings
The Settings tab has five pages: General, Team, Forms, Banking, and Integrations.
General
In General, you can verify your organization and find your organization’s information.
Team
In Team, you can view members and pending member invites and invite new members.
On the Members tab, you can view the member’s name and email address, role, and last active date. You can also click on the three dots and remove a member, assign or revoke a member’s Admin role, and transfer org ownership (to an Admin).
On the Pending tab, you can view the pending members’ email, role, status, and invite date, and you can resend the invite or remove the pending member.
Forms
In Forms, you can view, add, and edit your organization’s Applications and Agreements.
For more information on Applications and Agreements, see Frontline Champion Application Forms + Organization Agreement.
Integrations
In Integrations, you can manage your organization’s integrations with Gloo Impact.
For more information on setting up integrations, see Integrating Your Tools on Gloo Impact.
Banking
In Banking, you can see your organization's available balance, transfer money to your external account, add or change your linked bank account, and view a list of your transactions.