A tour of the ThirdSectorBee interface and main navigation areas.
Main navigation
The left-hand sidebar gives you access to each module:
| Icon / Label | What it opens |
|---|---|
| Relationships | Your contact and organisation CRM |
| Tasks | Team task management |
| Import | Bulk data import wizard |
| Gift Aid | Gift Aid declarations and claims |
| Settings | Your account, team, and organisation settings |
Some modules may not be visible if they have not been enabled for your organisation. Contact your administrator if you think a module is missing.
Global search
Your account menu
Click your name or avatar in the top-right corner to access:
- Settings — account, permissions, team, and organisation options
- Sign out
Dashboard
When you first log in you land on the Relationships dashboard, which shows:
- A summary of follow-ups that are overdue, due today, and upcoming
- Quick-add buttons for contacts, organisations, and things