View DonorCentral as an Advisor

View DonorCentral as an Advisor

Community foundation staff users can access the advisor view of the application, seeing exactly what DonorCentral displays to the selected advisor.

Note: You'll still see the Control panel menu when you view as an advisor, even if the selected advisor doesn't have administrator permissions. This enables you to continue performing administrator tasks without having to switch between views. 

You can view as advisor in two places; from the Home screen and Control Panel.

I. Home Screen

• From the Home screen, select View as advisor.

2. In the box labeled Find an advisor, start typing the advisor name. As you type, names with matching text display in a list.

3. Choose the advisor, then Select. The selected advisor's view displays.

4. A banner will appear near the top of your browser window that says, "Showing information for [name of advisor]." To exit the advisor view, select the X button on the banner.

 II. Control Panel

• Go to Control Panel\Site Administration\Users
• Click the ellipsis button next to the user's account and select View as Advisor. The user has to have funds associated with the account in order to view as advisor.