Getting around the workspace

This article shows where everything is in your SmartChange workspace.

The sidebar

The left sidebar is grouped by what you're working on:

• Dashboard, Transactions, and Contributors: money in and the people who gave it.
• Fundraising: Forms and Store, the pages people give and buy through.
• Operations: Finance, Reporting, and Marketing.
• More → Developer: integrations, API keys, webhooks, MCP, and logs.

At the bottom, Back home takes you out of the organization workspace.

Organization switcher

The switcher sits at the top left. Click it to see This organization and Your other organizations, or click Create a new organization. Everything below it belongs to the organization shown.

Search

Click the search bar at the top or press Cmd+K (Ctrl+K on Windows). Search finds contributors, forms, and candidates.

The Agent

Click Agent in the top bar (the sparkle icon) to ask questions about your data, draft an email, or build a report. It asks before changing anything. See Ask the Agent.

Help and tours

Click ? to open Help and tours:

• Show this page's tour
• Workspace tour: where everything is
• Restart all tours

Each page shows a short tour the first time you open it.

Organization settings

Click the gear for your organization's settings: General, Plan & billing, Members, Contributor questions, Compliance, and Audit log.

Notifications and your account

Click Notifications in the top bar to see your alerts. Click your avatar for Your settings. This is where you set up your authenticator app if your organization requires two-factor authentication.

Contributor home

Click Contributor home at the top right to see SmartChange as a contributor. It shows your own payments, subscriptions, memberships, spare change, tickets, and orders, plus the forms you follow.

Questions? Email us at support@smartchange.app.

Updated on: 25/09/2026