If you are a service provider, you must be invited by your customer first. Once your account is successfully linked, you will be able to login to DonorView. Upon successful login, you can click the down arrow next to your name in the top right corner of your screen and selecting“Sign in As”. You will be presented with a list of your clients and you can select which client account that you want to login to.
How do I use the software for multiple clients, if I am a service provider or a consultant to many DonorView customers?
Modified on: Thu, Jan 28, 2016 at 9:03 AM
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