Web DMSRun your NGO from the web dashboard
Everything your team does in the Donation Management System (DMS) — from recording the first donation to printing the year-end statement. Pick a topic on the left or start from the top.
Getting started
Welcome & roles
Everyone
NGO Desk has three parts that share the same live data: the web DMS for your team, the NGO Desk app for Android and iOS, and the public website where donors and volunteers find you.
Who can do what
| Role | What they can use |
|---|
| Admin | Everything in your organization: donations, donors, groups, beneficiaries, campaigns, expenses, reports, volunteers, users, setup, settings, feedback and subscription. |
| Group manager | Dashboard, donations, donors, groups, beneficiaries and expenses — but only for the groups they manage. No campaigns, reports, volunteers, users, setup or settings. |
| Volunteer | Their own volunteer portal: dashboard, activities, tasks from the NGO and profile. |
| Donor | No login needed — donors register, give, and track their donations on the public site or app. |
After signing in, admins and group managers land on the Dashboard and volunteers land on My Dashboard in the volunteer portal.
Your login is your email address. When an admin creates your account, your password is emailed to you together with the sign-in link.
- Open the Login page, enter your email and password and tick Keep me signed in on your own device.
- If 2-step verification is on, enter the 6-digit code from your authenticator app. Tick Trust this device for 30 days to skip the code on this computer.
- Forgot your password? Click Forgot password, enter your email and follow the reset link we send you.
Your profile
Open the profile menu (your photo, top right) › Profile to update your name, phone, address and photo. From the same menu choose Change password.
Turn on 2-step verification
- Go to Profile › Two-factor authentication and choose Enable.
- Scan the QR code with Google Authenticator, Microsoft Authenticator or Authy (or type the key shown).
- Enter the 6-digit code to confirm. Your trusted devices are listed below — click Revoke to remove one.
Several wrong passwords in a row lock the account for a while. New accounts must confirm their email before the first sign-in.
Getting started
Finding your way around
Admin Group manager
The DMS has a sidebar on the left and a header across the top that stay the same on every page.
- Sidebar — every module, plus a menu entry for each of your own beneficiary types.
- Global search — find donors, groups and beneficiaries as you type.
- Notification bell — new donations, registrations, applications and messages.
- Dark mode — switch the whole DMS to a dark theme and back.
- Tips slider — short tips about features you may not have tried yet.
- Live chat — the chat bubble connects you to NGO Desk support.
Lists load quickly page by page. Use the search box, filters and the Sort by buttons above each list to find records in seconds.
Daily work
Dashboard
Admin Group manager
Your organization at a glance — what was promised, what came in and what still needs attention this month.
- Counts for orphans, widows, institutions, donors and active campaigns.
- Monthly summary: committed, received, extra received, remaining and collection rate.
- Donations chart for 6, 12, 24 months or all time with averages.
- Beneficiary trends and campaign target-vs-received chart.
- Active campaigns and the most recent donations.
- A banner when volunteer applications are waiting — click Review now.
Daily work
Recording a donation
Admin Group manager
The donation form guides you through four short steps and checks everything before saving.
Sidebar › New Donation
- Amount — enter the amount, payment method (Cash, Bank Transfer, Card / Online, EasyPaisa or Other), an optional transaction reference and the donation date.
- Pay to — choose exactly one target: a group, a campaign, an orphan, a widow, an institution or one of your own beneficiary types. The Recent shortcuts reuse your last targets.
- From donor — pick the donor. You'll see their verification, commitment, last payment and this year's total. If the amount is more than their commitment, say what the extra is for.
- Confirm — check the summary and save. Leave Include in reports & totals on unless the donation should be kept out of totals.
Every donation gets a tracking number, admins are notified, and the donor receives a branded thank-you email automatically.
Donation dates can't be in the future and pressing Save twice won't create a duplicate.
Daily work
Paid & unpaid donations
Admin Group manager
See what's been collected and who still owes — then follow up in one click.
Sidebar › All Donations
- Choose the period: this month, 30, 60 or 90 days.
- Filter by group and by who the donation was for.
- Totals for received, committed, collected, outstanding and collection rate.
- Breakdowns by recipient and by payment method.
Following up unpaid donors
- Open the Unpaid donors tab to see everyone whose commitment is overdue, with how many days.
- Click the WhatsApp button to open a chat with a ready-made reminder message.
- When they pay, click Receive — the donation form opens already filled in for that donor.
Use Export paid and Export unpaid to download Excel files with your current filters.
Daily work
Donors & commitments
Admin Group manager
A donor record holds who they are, what they promised and everything they've given.
Sidebar › Donors › Add donor
- Enter the full name and WhatsApp number (required), plus email and address if you have them.
- Set the commitment: amount, frequency (weekly, monthly, quarterly, yearly or one-time) and start date. Choose a group now or later — without a group the commitment is kept on the donor.
- Under Verification, add the CNIC / ID number and upload the CNIC document (JPG, PNG or PDF, up to 2 MB).
- Leave Active donor on and save.
Payment health
Each donor is tagged automatically: Active (up to date), Unpaid, Below commitment or Extra payer. Filter the list by status, group or verification.
- Details shows commitments, the CNIC document and contact details.
- Profile shows the full donation history with alerts.
- Inactive donors are excluded from monthly totals and can be reactivated.
- Donors who register online arrive as Pending for you to verify.
Daily work
Groups & group managers
Admin Group manager
A group links donors to the beneficiaries they support, with one person responsible for collections.
Sidebar › Groups › Create group
- Give the group a name and an optional description.
- Choose a group manager — only active users with the Group Manager role appear.
- Tick the orphans, widows and institutions this group supports. People already in another group are shown locked.
- Save, then add donors to the group from the donor form.
Group managers only ever see their own groups' donors, donations, beneficiaries and expenses. Open Donors on a group to see its donors and commitments and record a donation.
Daily work
Orphans, widows & custom types
Admin Group manager
Keep a profile for everyone you support, with a photo and their group.
- Orphans: name, date of birth, identity number, address, guardian, contact.
- Widows: name, CNIC, contact, address, late husband's name, dependents.
- Custom types such as Elderly or Students get their own sidebar entry.
- Filter by group or by assigned / unassigned.
- Open the type in the sidebar and click Add.
- Fill in the details — the form shows a live profile preview and a completeness ring.
- Click the photo tile to upload a picture (up to 5 MB), choose a group and save.
Identity, CNIC and registration numbers must be unique, so the same person can't be added twice.
Daily work
Institutions
Admin Group manager
Mosques, churches, schools, hospitals and any institute type you create in Setup.
- Open the institute type in the sidebar — the category is pre-selected for you.
- Enter the name, registration number, address, contact person and number.
- Add a logo or photo, choose a group and save.
Campaigns are public fundraising appeals with their own page, gallery and live progress.
Sidebar › Campaigns › Create campaign
- Enter a clear name, choose a type (Education, Eid, Emergency, Food, Medical, Ramadan, Tents, Water tanks or Other) and write the story.
- Set the target amount and dates. Leave the end date empty for an ongoing appeal.
- Drop in photos (up to 20 per save, 5 MB each). The first becomes the cover — drag to reorder and use ★ to change the cover.
- Keep the status Active to publish it on your public profile and campaign page.
Use Preview on the edit page to open the public page — supporters can share it to WhatsApp, Facebook, X and LinkedIn and donate by card.
Daily work
Expenses
Admin Group manager
Record every payment out with a receipt, so your statement always balances.
Sidebar › Expenses › Record expense
- Amount — amount, payment method, reference and date.
- Paid to — a beneficiary, or a vendor / other payee such as rent or salaries (admins only).
- Category — choose the expense category and add a short description.
- Confirm — attach the receipt (image or PDF, up to 5 MB) and save.
The expenses page shows total paid out against donations received, receipt coverage, where the money went, payment methods and top payees. Click Export for an Excel file.
Reports
Financial statement
Admin
A bank-style statement of every donation (credit) and expense (debit) with a running balance.
Sidebar › Reports › Financial Statement
- Choose a date range or a year.
- Narrow it down with filters: entry type, group, donor, expense category, beneficiary, payment method or a search.
- Set your opening balance and its date once, so the running balance starts from the right figure.
- Click Print for a branded statement with your address, or export to Excel or PDF.
Reports
Monthly summary & exports
Admin
Month-by-month donations for any year, with quarter totals and a chart.
Sidebar › Reports › Monthly Summary
- Switch year, and toggle between bar and line chart.
- See each month's share of the year and Q1–Q4 totals.
- Export the beneficiary monthly report to Excel or PDF, filtered by beneficiary type.
- Optionally attach receipt images to the export.
All exports
| Export | Where | Formats |
|---|
| Financial statement | Reports | Print, Excel, PDF |
| Monthly summary | Reports | Print, Excel, PDF |
| Paid donations / Unpaid donors | All Donations | Excel |
| Expenses | Expenses | Excel |
Add your staff — there's no limit on the number of users.
Sidebar › Users › Add user
- Enter the full name, email (used to sign in), phone and address.
- Choose the role: Admin (everything) or Group Manager (only their groups).
- Leave Auto-generate password on to email a secure password, or set one yourself.
- Save. To block access without deleting history, switch Active account off. Use Reset password on Edit to email a new one.
Team
Volunteers & tasks
Admin
Approve applications, add volunteers yourself and give them tasks.
Sidebar › Volunteers
- Open the Pending tab to see online applications with their ID card and reason for joining.
- Click Approve or Reject — the volunteer is emailed and notified either way.
- Use Add volunteer to create an account directly; the login details are emailed.
- On a volunteer's page, Assign task with a title, instructions, dates and priority (Low to Urgent).
Team
Volunteer activities
Admin
Every activity logged by every volunteer, in one place.
Volunteers › All activities
- Filter by Pending, In progress, Paused or Completed.
- Each row shows a timeline bar from start to expected end.
- Overdue activities turn red with an Overdue badge.
- Open attached files directly from the row.
Team
The volunteer portal
Volunteer
Volunteers sign in to their own simple portal on the web or in the app.
- My Dashboard shows your activity counts and your activity list.
- Click Log new activity: title, description, status, start date, expected end date and files (JPG, PNG or PDF, 5 MB each).
- Update the status as you go — your NGO is notified of every change.
- Tasks assigned by your NGO appear in your list with their priority.
- Keep your details current in My Profile.
Your organization
Settings & branding
Admin
Make the DMS, app, emails and public pages look like your organization.
Profile menu › Settings
- Pick your primary, dark and deep colours with the colour pickers, or click a quick palette. The live preview shows the result.
- Upload your logo (PNG, JPG or WebP, up to 2 MB).
- Write your About / Our mission text and add your social links for the public profile.
- Click Save settings — changes apply straight away.
Reset branding returns to the default NGO Desk colours instantly, and can remove your logo too. Your address, About text and social links are not touched.
Your organization
Payment accounts
Admin
Tell donors where to send money — your accounts appear on your donor registration form.
Settings › Payment accounts
- Click Add account and choose the method (bank IBAN, JazzCash, EasyPaisa, SadaPay and others).
- Enter the account number or IBAN and the account title, and set the display order.
- Switch Show on public form on or off at any time.
Your organization
Setup: types & categories
Admin
Shape NGO Desk around your programs.
- Beneficiary types — add individual types like Elderly or Students.
- Institute types — Mosque, Church, School, Hospital and more.
- Expense categories — the categories used on every expense.
- Each has a name, icon and description; edit or delete in a pop-up.
Built-in types can be renamed but not deleted, and a type that's in use can't be deleted.
Your organization
Feedback & reviews
Admin
Donors and volunteers can rate you on your public profile. Nothing is published until you approve it.
- Open Feedback & Reviews and choose the Pending tab.
- Read the rating and message, then click Publish or Reject.
Your organization
Subscription & billing
Admin
Keep your package active so your whole team can keep working.
- We email you 30 days and 7 days before expiry, and on the day.
- When a package expires, admins are taken to Renew; other staff are paused.
- Pay online by card for instant reactivation.
- Or pay by bank / wallet and upload your proof (up to 10 MB) for our team to confirm.
Stay on top of activity and get help without leaving the DMS.
- Notifications — filter all / unread, mark all as read, click to open the record.
- The same alerts arrive as push notifications in the app.
- Contact Support — send a message with an optional screenshot and see when support has viewed it.
- Live chat — chat in real time; if nobody is online a ticket is created and we reply by email.
Public website
Registering your NGO
Everyone
Bring your organization onto NGO Desk in a few minutes.
Website › Register › Register a NGO
- Enter your organization details and create the admin login (name, email, password).
- Choose a package and how to pay: card (activates when payment succeeds) or bank / wallet with proof (30-day trial starts right away).
- Confirm your email using the activation link, then sign in and set up your branding and team.
While the launch offer is open, new NGOs join on the free plan with full access — no payment needed.
Public website
For donors: give & track
Everyone
Donors never need a login.
Give to a campaign by card
- Open Campaigns and choose a campaign.
- Pick an amount and currency (USD, GBP, EUR, CAD, AED, SAR) and pay securely through Safepay.
Start a monthly sponsorship
- Click Register › As a donor and choose the NGO.
- Enter your details, CNIC and monthly amount, and upload your CNIC.
- Pay the first month to one of the NGO's accounts shown on the form, upload the screenshot and submit. The NGO verifies you and emails you.
Track your donations
Open Track donation, enter your CNIC or a tracking number and see every donation recorded for you, with a link to the receipt.
Public website
For volunteers: apply
Everyone
- Click Register › As a volunteer and choose the NGO.
- Fill in your details, upload your ID card copy, choose a password and tell the NGO why you want to join.
- Wait for the approval email, then sign in to your volunteer portal on the web or app.
Help
Common questions
Everyone
Is there a manual for the NGO Desk web DMS and mobile app?
Yes. This page is the complete NGO Desk user manual, with one section for the web Donation Management System and one for the Android and iOS app.
Can a group manager see all donors?
No. Group managers only see the donors, donations, beneficiaries and expenses of the groups they manage. Admins see everything in the organization.
How do donors know their donation was recorded?
Each donation gets a tracking number and the donor receives a thank-you email. Donors can also look up their donations by CNIC or tracking number on the Track donation page or in the app.
Which reports can I export?
The Financial statement and the Monthly summary export to Excel and PDF and can be printed. Paid donations, unpaid donors and expenses export to Excel from their own pages.
Does the mobile app use the same account as the website?
Yes. Sign in with the same email and password — everything is shared live between the web DMS and the app.
Do I need training to use NGO Desk?
No. Each screen is guided and this manual covers every module. If you get stuck, use live chat or Contact support from the DMS or the app.
Android & iOSNGO Desk in your pocket
The NGO Desk app gives admins, group managers and volunteers their own home screen, and lets anyone browse NGOs, campaigns and track donations without signing in.
Use the same email and password as the website — everything stays in sync.
- Install NGO Desk from Google Play (Android 5.0+) or the App Store (iOS 15+).
- Open the app and tap Login. Enter your email and password.
- If 2-step verification is on, enter the 6-digit code from your authenticator app. Keep Don't ask again on this phone for 30 days ticked to skip it next time.
- Allow notifications when asked, so you hear about new donations and tasks.
You stay signed in automatically — your session is stored securely in the phone's keychain. Use Forgot password on the login screen to get a reset link by email.
If your organization's package has expired, only the admin can sign in to renew it. Donors don't sign in — they use the public screens.
The app opens on a home screen built for your role, in your NGO's brand colours.
| Role | Home shows |
|---|
| Admin | This month's collection vs commitment, a 6-month chart, active donors, beneficiaries and campaigns, unpaid this month, recent donations, volunteers awaiting review and quick actions. |
| Group manager | Your groups' collection this month, paid and unpaid lists and recent donations, with quick actions. |
| Volunteer | Activities this month, counts by status, recent activities, your NGO's campaigns and a Log today's activity button. |
Admins & group managers
Home & dashboard
Admin Group manager
Open Menu › Dashboard for the full picture.
- Received this month vs committed, with extra and remaining.
- Orphans, widows, institutions and donors with change vs last period.
- Donations chart for 6 months, 1 year, 2 years or all time.
- Count, total and average donation, plus the top active campaign.
Admins & group managers
Donations on the go
Admin Group manager
Record a donation in seconds and chase unpaid donors right from your phone.
Record a donation
- Tap Donation on Home, or Menu › New donation.
- Choose who it's for: Group, Campaign, Orphan, Widow or your own type, then pick the donor — the amount fills in from their commitment.
- Choose the payment method, add a reference or note and the date, then save.
Unpaid donors
- Open the Donations tab and switch to Unpaid.
- Tap Remind to open WhatsApp with the donor, or Record to open a pre-filled donation form.
Use the period chips (this month, 7, 30, 90 days, 1 year), group picker and search to find any donation. Tap one to see its details, edit or delete it.
Admins & group managers
Donors
Admin Group manager
- Filter active donors: All, Unpaid, Below commitment, Extra payer, Up to date.
- Switch to Inactive to see paused donors and reactivate them.
- Call, WhatsApp or email a donor straight from their profile.
- See commitment, total paid, last paid and full history.
- Tap Add donor, enter name, WhatsApp, email, CNIC and address.
- Snap the CNIC with the camera or pick a photo or PDF (up to 2 MB).
- Choose the group, commitment amount, frequency and start date, and save.
Admins & group managers
Groups
Admin Group manager
Group managers see My groups; admins see every group.
- See a group's donors, commitments and assigned beneficiaries.
- Add a donor or record a donation from the group.
- Admins create groups, choose the manager and tick members.
- Only admins can delete a group.
Admins & group managers
Beneficiaries & institutions
Admin Group manager
- Orphans, widows, your own types and institutions, each with filters.
- Profiles with call, WhatsApp, email and Google Maps buttons.
- Assign or change the group, or record a donation for them.
- Take a face photo with the camera (up to 5 MB).
Group managers with a single group get it pre-selected on every new profile.
Admins & group managers
Campaigns
Admin
- Open Menu › Campaigns and filter Active, Upcoming, Completed or Cancelled.
- Tap + to add one: name, type, story, target and dates.
- Add photos from the camera or gallery — the first becomes the cover.
- On a campaign, tap Share to send the public link, or View public page.
Admins & group managers
Expenses
Admin Group manager
- Tap Expense on Home or Menu › Add expense.
- Choose who was paid, the category, amount, date and method.
- Photograph the receipt or attach a PDF (up to 5 MB) and save.
The Expenses screen compares donations in with money out, shows receipt coverage and where the money went. Admins can export to Excel and share it.
Group managers can only record expenses for their own groups' beneficiaries.
Admins & group managers
Reports & ledger
Admin
- Reports: month-by-month donations, best month and monthly average for any year.
- Download the Monthly summary or Ledger as Excel or PDF.
- Ledger: running balance with received, paid out and net.
- Tap the opening balance in the Ledger to set it.
Files open in your PDF or Excel app, or in the share sheet so you can send them on WhatsApp or email.
Admins & group managers
Volunteers, activities & users
Admin
- Volunteers: filter Waiting, Approved, Rejected and approve or reject.
- Add volunteers with a generated password that's emailed to them.
- Activities: every volunteer's activities by status.
- Users: add Admins or Group Managers, reset passwords, switch Active off.
Admins & group managers
Settings, setup & subscription
Admin
- DMS settings: logo, brand colours, About text, contact details and social links.
- Payment accounts: add, edit, show or hide the accounts donors see.
- Setup: beneficiary types, institute types and expense categories.
- Subscription: status, days left, renew by card or bank with proof.
- Feedback: publish or reject reviews from your public profile.
- Brand colours re-theme the app instantly.
Admins & group managers
Notifications
Admin Group manager
Push notifications arrive for new donations, registrations, volunteer activity, support replies and feedback.
- Tap a notification to jump straight to the donation, donor, volunteer or record it's about.
- Open Menu › Notifications to see them all, filter Unread and tap Mark all read.
Volunteers
Volunteer home
Volunteer
- Activities logged this month and counts by status.
- Your recent activities and your NGO's campaigns.
- A banner while your application is waiting for approval.
- You can log activities even while approval is pending.
Volunteers
Logging activities
Volunteer
- Tap Log today's activity on Home or Log activity in the Menu.
- Enter a title and details, choose the status (Completed, In progress, Pending or Paused) and the date. Tick It ran over more than one day to add an end date.
- Add photos from the camera or gallery, or attach PDFs (up to 5 MB each), and save.
- Later, tap the activity to edit it or use Change status.
Without signing in
Browse NGOs & campaigns
Everyone
- NGOs: search verified NGOs by name or city.
- NGO profiles show About, campaigns and reviews, with Call and Email.
- Campaigns: browse live appeals and tap Donate now.
- Become a donor or volunteer straight from an NGO profile.
Without signing in
Track a donation
Everyone
- Open the Track tab.
- Enter your CNIC to see every donation recorded against it at any NGO on NGO Desk.
- Tap Receipt on a donation to open its proof.
Without signing in
Register & contact
Everyone
- NGO: organization details, admin login, package and payment.
- Donor: choose the NGO, monthly amount, CNIC and payment screenshot.
- Volunteer: choose the NGO, your details, ID card and password.
- Inquiry: send us a message and we'll reply by email.
- Profile shows your name, role, organization and plan.
- Password: a live checklist helps you choose a strong one.
- Changing your password signs you out on every other device.
- Contact support with a message and an optional screenshot.
- Sign out from the Menu also stops notifications on this phone.
Help
Permissions & troubleshooting
Everyone
- No notifications? Allow notifications for NGO Desk in your phone settings.
- Camera not opening? Allow camera and photo access for NGO Desk.
- Can't reach NGO Desk? Check your connection and tap Retry.
- Report won't open? Install a PDF or Excel viewer, or use the share sheet.
- Light and dark mode follow your phone's display setting.
- Still stuck? Use Contact support or live chat on the website.