Adding Action Button Links to the FundPanel Portal

This guide will explain how to add an action button with a link to various tabs within the FundPanel portal.  Please note, any user that has access to the relevant tabs for example, Overview, Documents or Fundraising within your client organization, will be able to use this link.  For example, in order for a user to view the action button within the Documents tab, they would have to access access to the Documents tab in order to view that link.

Customizing Action Buttons

1. To customize the Action Buttons navigate to the Admin tab in the FundPanel Portal
2. Go to Organization Settings
3. Scroll down until you find the Action Button fields listYou can customize the button name and links for various tabs within FundPanel here.  For this example, we will be customizing a link for the Documents tab
4. First, we will add an action button label for the documents tab by filling in the Document Action Button Label with your text.  I will use Google.com for this example
5. To add a link for this action button, I will put in the full link within the Document Action Button URL textboxIt is important to make sure that you add the https://www. to the URL otherwise, the link will not work correctly.
6. To save your settings, scroll to the top and click the, SAVE SETTINGS, button
7. To enable the Action button, please follow the steps listed below.  You may skip the first two steps if you are already in the Organization settings tab.

Enabling Action Buttons

1. To enable the action button, navigate to the Admin tab in the FundPanel Portal
2. Go to Organization Settings
3. Scroll down the page until you find Action Buttons
4. Select the Action Button Visible checkbox for the tab you would like an action button added to.  For this example, we will add an action button to the Documents tab
5. Once you have selected the checkbox, click SAVE SETTINGS at the top of the page
6. Once you have added the link, the action button name and enabled the action button with the organization settings, you should be able to see the action button within the relevant tab.