Manage Portal and Portal Users

Where can I find the link/URL to my Donor Portal?
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 ...
Fri, Feb 15, 2019 at 11:24 AM
What settings can I change on the Donor Portal?
Inside your Account on the Portal Info page you have a number of options. First you are given the URLs to both your Donor and Parent Portals. You can also e...
Tue, Feb 11, 2020 at 12:58 PM
Can I disable the time tracking function on the Donor Portal?
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 ...
Tue, Feb 11, 2020 at 12:58 PM
Can I turn off the Donor Portal?
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
Can I see who has a Portal account?
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 ...
Tue, Feb 11, 2020 at 12:58 PM
Can I reset a Portal Users password?
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
Can I change a Portal Users status?
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
How do I Manage Portal Users?
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
Can I view my Team Leader/Fundraiser P2P pages in the Portal?
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
How do I allow my portal users to change their pledge?
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