The dashboard is the landing page for TransactAPI

Admin Dashboard

The Dashboard view contains links to many vital functions of the TransactAPI portal.

The Dashboard view is broken down into 6 directories related to fundraising: Secondary Trades, Accounts, Parties, Offerings, Trades, Reporting and Administrative. While many functions can be found directly from this view, there are numerous other functions that can be found by navigating through the “Views” across the top of the page.