Participant Dashboard
The Participant Dashboard is the self-service portal where trip participants can manage their trip experience. After being invited to a trip, participants can log in to view their trips, track their fundraising progress, complete assigned tasks, download shared documents, and update their profile.
Accessing the Participant Dashboard
Participants access their dashboard by logging in through the donor login page. Once logged in, they can navigate to the trip section to view all trips they are enrolled in.
When a participant is first added to a trip, they receive an invitation email with instructions on how to access their dashboard. If the participant is an existing donor, they use their existing donor login credentials.
Dashboard Overview
My Trips
The participant's trip list shows all trips they are currently enrolled in. Each trip card displays the trip name, dates, destination, and their individual fundraising progress. Clicking on a trip opens the detailed trip view.
Trip Detail View
Within a specific trip, the participant can see:
Trip information - Name, destination, dates, and description.
Fundraising progress - A progress bar showing how much they have raised against their individual goal, along with the overall trip progress.
Donation history - A record of all donations received toward their fundraising goal, including donor names (if not anonymous), amounts, and dates.
Completing Tasks
The Tasks section of the participant dashboard lists all tasks assigned to the participant. Each task shows:
Task title and description.
Due date (if set).
Status - Whether the task is pending, completed, or awaiting approval.
Task document - If a PDF document is attached to the task (such as a waiver or form), the participant can download it from here.
To complete a task, follow these steps:
Tasks with dependencies will not appear or will be marked as locked until the prerequisite tasks are completed. The participant will see a note indicating which tasks need to be finished first.
Viewing Documents
The Documents section shows all shared trip documents that the participant has access to. Participants can:
Browse documents by title and category.
Click Download to save a document to their device.
Only documents matching the participant's visibility settings will appear. For example, documents marked as "Leaders only" will not be visible to standard participants.
Updating Profile
Participants can update their profile information from the dashboard, including:
Bio - A personal description that appears on the public trip page. Participants can share their motivation for the trip, their background, and why supporters should consider donating.
Video URL - A link to a personal video (such as a YouTube or Vimeo link) that appears on their public participant page.
Social links - Links to personal social media profiles that supporters can use to connect with the participant.
Leader Dashboard
Participants with the Trip Leader role have an expanded dashboard with additional capabilities, depending on the permissions granted by the trip administrator:
View all participants - See a complete list of all trip participants and their fundraising progress.
Add participants - Invite new participants to the trip directly from the leader dashboard.
Manage tasks - Create, edit, and assign tasks to participants.
Approve task completions - Review and approve submitted tasks that require approval.
Send reminders - Send manual reminder emails to participants about outstanding tasks or deadlines.
View trip public URL - Access the trip's public sharing URL to distribute to supporters.
The leader dashboard provides a streamlined way for on-the-ground trip organisers to manage logistics without needing full administrator access to the HelpYouSponsor account.
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