Manage Portal and Portal Users
Once logged into DonorView mouse over your Organization's name and click "Portal Info". Here you will find the URL to both your Donor Portal a...
Fri, Feb 15, 2019 at 11:24 AM
Inside your Account on the Portal Info page you will find a number of options to customize your Portal. First you are given the URLs to both your Donor and ...
Fri, Jan 6, 2023 at 9:42 AM
Yes, if you do not wish to allow your constituents to see and add service hours on the Donor Portal you can disable it. Mouse over your Organization's N...
Tue, Feb 11, 2020 at 12:58 PM
Yes, if you do not wish to use the Donor Portal you can turn it off. Mouse over your Organization's Name and click on "Portal Info". Find the ...
Fri, Feb 15, 2019 at 11:12 AM
Yes, in your Account mouse over your Organization's Name and User, then click on "Portal Users". Here you will see a grid which displays all t...
Tue, Feb 11, 2020 at 12:58 PM
Yes, in the Portal Users menu option you will find a grid of all your current portal users. On each row you will see a link for "Reset Password". ...
Tue, Feb 11, 2020 at 12:58 PM
Yes, a portal user can have 4 different statuses: Active, Deleted, Pending and Suspended. On the Portal Users menu option you can click on the status for ea...
Fri, Feb 15, 2019 at 11:02 AM
You now have the ability to change Portal Users account status and reset their Password. If you mouse over your name in the upper right hand corner and the...
Fri, Feb 15, 2019 at 10:57 AM
DonorView users with Admin access can Sign into a portal account. Select Users>Portal Users. Locate the Portal User then select Sign in.
Tue, Jun 30, 2020 at 12:25 PM
Go to Portal Info. Set Allow to change pledge schedule? to YES. Also, select the menu item Pledges.
Tue, Jun 30, 2020 at 1:39 PM