> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Institution dashboard directory

> Find every institution sidebar page, its tabs, and related management guides.

> [!NOTE]
>
> This guide covers **institution-level** management at `deandesk.com/dashboard`. See [Institutions & Schools](/getting-started/institutions-and-schools.md) for how these levels relate.## Video walkthrough

\<video controls playsInline preload="metadata" poster="/images/tutorials/institution-dashboard.jpg" width="100%" aria-label="Institution dashboard directory walkthrough"><source src="https://deandesk-static-img.s3.us-east-1.amazonaws.com/docs/tutorials/institution-dashboard.87307184cf6778a379293f1b5357c801b490a060f7ddf852521b2fe193b38464.mp4" type="video/mp4" />
        \<track kind="captions" srcLang="en" label="English" default />
Your browser does not support embedded video. [Open the video](https://deandesk-static-img.s3.us-east-1.amazonaws.com/docs/tutorials/institution-dashboard.87307184cf6778a379293f1b5357c801b490a060f7ddf852521b2fe193b38464.mp4).</video>
      

\[Download the video](/videos/tutorials/institution-dashboard.mp4) · Download English captions

> [!NOTE]
>
> This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.Screenshots use fictional Northstar demo data. Payment and integration screens illustrate the demo setup; no live transactions or connections are shown.The institution dashboard at `deandesk.com/dashboard` manages your organization, its schools, and its Identities. Sign in with an institution Identity and confirm the selected institution before making changes. Institution access is separate from a school User's roles.## Overview**Overview** lists the platforms and Identities in your institution. A platform card shows its name, host, location when provided, and sales currency. Click the card to open its details or **Admin Console** to enter that school's administration portal. An Identity row opens that person's institution record.When the institution has no platforms, **Start or continue school setup** opens the guided [platform creation workspace](/institution/platforms.md#create-a-school). The welcome tutorial introduces institutions, schools, and accounts; you can finish or skip it.![Northstar demo: Overview](https://mintcdn.com/deandesk/w4Aa5fKkcT4IMz-4/images/dashboard/institution/overview.jpg?fit=max\&auto=format\&n=w4Aa5fKkcT4IMz-4\&q=85\&s=a07e7585875f1a9b09e888c5f8f6439b)Northstar demo — Overview[Open full-size screenshot](/images/dashboard/institution/overview.jpg)## Find a personUse the header's global search to search across institution **Identities** and school **Users**. The two result tabs preserve the distinction between account types. See [Global search](/institution/identities.md#global-search-result-tabs).## Navigate the sidebarExpand **Memberships**, **Finance**, or **Settings** to see their pages. **Projects** also lists available projects as direct sidebar shortcuts. Those shortcuts open the project's **Schedule**, **Feed**, and **Drive** workspace.The table below lists each sidebar destination and its guide. Detail views and conditional tabs are documented within those guides. Availability and editing actions depend on your institution role.## Main sidebar pages| Page and guide | Tabs or workspace |
| - | - |
| [Overview](/institution/dashboard.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Projects](/institution/projects.md) | All, Active, Archived |
| [Platforms](/institution/platforms.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Identities](/institution/identities.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Support tickets](/institution/cases.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Institution AI](/institution/ai-chat.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Shared Drive](/institution/shared-drive.md) | Single workspace; see the guide for filters, dialogs, and actions. |## Memberships pages| Page and guide | Tabs or workspace |
| - | - |
| [Configuration](/institution/memberships.md#membership-plans) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Members](/institution/memberships.md#awaiting-login-members) | All Current Members, Members with Logins, Members Awaiting Logins, Historical |
| [Reports](/institution/memberships.md#membership-reports) | Quick Reports, Report Builder, Preview |
| [Bulk Import](/institution/memberships.md#bulk-import) | Upload File, Map Columns, Validate, Import |## Finance pages| Page and guide | Tabs or workspace |
| - | - |
| [Transactions](/institution/finance.md#transactions) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Subscriptions](/institution/finance.md#subscriptions) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Products](/institution/finance.md#products-and-catalog) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Donations](/institution/finance.md#donations-and-campaigns) | Donations, Campaigns |## Settings pages| Page and guide | Tabs or workspace |
| - | - |
| [Integrations](/institution/integrations.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Metadata](/institution/metadata.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Billing & Payments](/institution/billing.md) | Single workspace; see the guide for filters, dialogs, and actions. |
| [Stripe](/institution/stripe.md) | Account, Products |
| [Institution](/institution/settings.md) | Single workspace; see the guide for filters, dialogs, and actions. |## Detail pages and task views| Workspace | Guide |
| - | - |
| School setup | [Open guide](/institution/platforms.md#create-a-school) — Starting point, Enrollment, School details, Review and create |
| Platform detail | [Open guide](/institution/platforms.md#review-a-platform) — Overview, Branding, Features & Policies, Navigation |
| Platform configuration | [Open guide](/institution/platforms.md#edit-platform-configuration) — General, Branding, Policies, Interface |
| Identity detail | [Open guide](/institution/identities.md#identity-detail-tabs) — Overview, Finance, Linked Accounts, Access & Fields, History |
| Member detail | [Open guide](/institution/memberships.md#member-detail-tabs-by-record-type) — Overview, Payments, Manage, Connect, Timeline |
| Project detail | [Open guide](/institution/projects.md#the-project-page) — Schedule, Feed, Drive |
| New support ticket | [Open guide](/institution/cases.md#create-a-ticket) |
| Support ticket detail | [Open guide](/institution/cases.md) |
| Global search | [Open guide](/institution/identities.md#global-search-result-tabs) — Identities, Users |


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