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.
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.
- 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
- 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.
- 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.
- 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.
- Overview – TBD
- Publications – TBD
- Grants – TBD
- Pivot Funding Search Widget – Create a widget to add to your website. See Adding a Funding Opportunity Search Widget to Your Website.
- Internal Opps
- Cayuse Configuration (only appears when enabled by Ex Libris)
- Set Cayuse URL and Preferences – Enable Cayuse integration with Pivot. See Integrating Pivot with Cayuse.
- Manage Gallery
- Manage Gallery – Configure Pivot Gallery. See Pivot Gallery.
When working with any of these features, the Admin dashboard continues to appear as a submenu under the main menu.