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    The Admin Menu


    This page is intended for administrators, only.
    This guide contains the following configuration sections.

    The Admin Menu

    An an administrator, you see some additional options in various areas of Pivot. The most prominent and most important of these is the Admin menu option and Admin dashboard.

    admin_dashboard_with_admin_option_highlighted.png

    Admin Dashboard

    The Admin dashboard contains various features that are explained in this guide. To refer to an option within the Admin dashboard, this documentation lists its path, for example: Admin > Reports> Accounts > User Accounts.

    The links in the Admin dashboard are as follows.

    • Reports
      • Pivot Usage and Activity Stats – Daily and monthly summary along with a rolling 30-days of page views and sessions. See Pivot Usage and Activity Stats.
      • Funding Alerts
        • Alert History – Weekly statistics on users receiving alerts about funding opportunities, by opportunity and by user. See Funding Alert Report.
        • Alert Statistics – Weekly statistics on funding alerts according to various user and alert types. See Alert Statistics.
      • Funding Opps
        • Active Opps – Funding opportunities currently marked as active, by opportunity and by user. See Active Opps Report.
        • Tracked Opps – Funding opportunities currently marked as tracked, by opportunity and by user. See Tracked Opps Report.
        • Opps You Shared – Funding opportunities that were shared, by opportunity and by user (recipient). See Shared Opps Report.
        • Funding Activity Stats – Daily and monthly stats on funding opportunity activity. See Funding Activity Stats.
        • Funding Searches – Daily and monthly stats on quick and advanced searches for funding opportunities. See Funding Searches.
        • Funding Notes – Funding opportunities with notes added by you or any administrator. See Funding Note Report.
      • Accounts
      • Profiles
        • Profile Claims – Daily and monthly stats on profile claims. See Profile Claims.
        • Profile Searches – Daily and monthly stats on quick and advanced searches for profiles. See Profile Searches.
    • Institutional Settings
      • Search Settings – Configure the default selected locations and citizenship requirements for user searches. See Configuring Institution Search Settings.
      • Global Message – Configure a global note that appears on all funding opportunities. See Creating a Global Message.
      • Announcements – Announcements can be used to notify users about events or important information such as training or help. See Managing Announcments.
      • Pivot Admin Accounts – Select or clear specific privileges from an administrator or remove administrator privileges from a user. See Managing User Administrator Privileges.
      • Custom Branding – Add a main logo for the UI, newsletters, and funding alert emails, change the colors of the primary navigation header bar in the UI, and highlight internal and limited submission opportunities. See Customizing the Pivot User Interface.
    • Groups
      • Your Personal Groups – A shortcut to see your groups (this is like selecting Groups in the user menu). See User Groups.
    • Education & Training
      • Report and Statistics Overview – Open the Viewing Pivot Reports and Statistics page.
      • Pivot for Research Administrators – Open this page.
      • Promoting Pivot at Your Institution – Open this page.
    • Statistics
      • Overview – TBD
      • Publications – TBD
      • Grants – TBD
    • Tools
    • Manage Gallery

    When working with any of these features, the Admin dashboard continues to appear as a submenu under the main menu.

    search_settings_with_admin_dashboard_highlighted.png

    Search Settings
    An administrator can enable or disable another administrator's privilege to perform each kind of administration action (including enabling/disabling privileges). Before attempting to perform any administration action, ensure that your privilege to perform that action is enabled. See Creating an Account.
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