How to use the menus on the admin interface.
Available menus
Civio Engage admin interface
The Civio Engage admin interface is designed to be intuitive and easy-to-use. There are two menus where you'll find all the tools you need for your next project:
User menu - your personal profile information
Left-hand menu - manage and view projects, teams or users and settings. Clicking different items will expand the left-hand menu to display a relevant sub-menu for each item.
Note: Only users with accurate permissions can access the configuration interface and edit content. Contact your Civio Engage administrator for more information.
On this page we'll explore the different functions in each menu.
User menu
User menu
| Menu item | Description |
| My profile | View your personal profile details. |
| Manage profile | Update your account details, password, categories of interest, enable two-factor authorisation. |
| Change to dark theme | Switch between dark and light theme in your personal admin interface. Note: This setting exclusively applies to the admin interface of your website and does not affect public users |
| API | Generate and manage API tokens for external platform integrations. Only available to administrators. Learn how to create an API key. |
| Logout | Log out of Civio Engage. |
| Logout | Log out of Civio Engage. |
Left-hand menu
Left-hand menu
| Menu item | Description | Icon |
| Dashboard | A visual representation of data that provides an overview of key performance indicators, metrics, and other relevant information for your engagement site. |
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| Content | An overview of the content and engagement tools on your site, including Pages, Documents, Updates, Events, Surveys and Timelines. |
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| Projects | An overview of projects you have access to, and where you can create new projects. |
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| Emails | An overview of Emails and outbound notifications you have access to, and where you can create and configure new ones. |
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| People | An overview of all users, including participants and internal users, and see their role and contact details. You can add new users here. |
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| Settings | Manage settings for your website. This menu is restricted to users with appropriate permissions. |
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| Public View | Opens the public view in a new tab from the home page. |
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Project sub-menu
When you click on a specific project, the sub-menu will display available actions or tools for that project. This sub-menu will be different for each project.
This example is for a "Demonstration community project":
| Menu item | Description |
| Report | View your reporting dashboard, preview, or edit. |
| Content | The available content tools for your project. Click on a tool for more details. |
| Participation | The available participation tools for your project. Click on a tool for more details. |
Recent and Recent projects
The Recent and Recent projects sub-menus give you quick access to pages or project pages you have recently viewed.
The Recent sub-menu displays when the Dashboard menu is clicked, and it contains quick links to recently visited pages.
Recent is a sub-menu of the Dashboard menu
The Recent projects sub-menu displays when the Projects menu is clicked, and it contains quick links to recently viewed projects.
Recent projects is a sub-menu of the Projects menu