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Your "My Dashboard" is your personalized portal to: 

  • update your individual and organizational profiles

  • review your upcoming and past registrations

  • access past orders with receipts/invoices

  • find your bookmarked content

  • identify the peer communities, listservs, and groups/committees you've joined

Personalize Your Website Experience


First Step: Log In & Click On "My Dashboard"

Log into the website to gain access to your customized "My Dashboard"! You can access your dashboard in the top right of your screen or at the bottom of the menu on smaller screens.

Once on your "My Dashboard," you'll see your name, profile picture, Forum Member tag (if a member) and buttons related to any open invoices or memberships for your organization. If you don't see a colleague's name, you are logging in under their account and encourage you to create your own to take full advantage of your Forum membership. 

Second Step: Review & Update Your Profile

Take a few moments to see confirm that we have your correct title, contact information, interest areas, preferred pronouns, name pronunciation and short bio. We also encourage you to upload a profile picture.

How is this information used? Your profile information will display in our searchable member directory and via event and group rosters to help members connect with like-minded folks in the network. For example, members can use the "Professional Interest Areas" field in the member directory to filter results and find others interested in areas like development, HR, communications, etc.

You can also click on "Update Password" whenever you'd like to change your login information. Alternatively, you can utilize the Forgot password? link to reset it if you can't log in.

Third Step: Review & Update Your Organization's Profile

Via "Manage My Organizations," you'll be able to update general details about your organization like address, staff size, social media, focus areas, etc. on the Update Organization tab.

On the "Manage Organization Contacts" tab, you'll be able to review current employee information and make edits to their contact details or mark them as inactive. There is also a "Add Member" button towards the top to complete a profile for a new colleague at your organization.

Fourth Step: Take Note of Recent Activity

In addition to the individual and organization profile, you can also access your activity history on the website via:

  • My Registrations - both upcoming and past registrations will be featured along with links to each event's webpage with any recordings, resources and roster of registrants.
  • My Groups/Committees - any peer community, listserv, working group, and committee you are a member of will be listed with links to each group's webpage
  • My Bookmarks - throughout the site you can bookmark content to come back to later for easy access. You will need to bookmark at least one piece of content to see this option listed in the menu.
  • My Orders - will include a list of anything payment related including event registrations, memberships, job postings, etc. If you need to download an invoice/receipt of a past transaction, this is the place to find a copy of anything paid for under your login.


Video Overview

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Further Website How-Tos

Don't miss our collection of how-to instructions and video overviews to help orient you to the United Philanthropy Forum website.

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