The Basic Portal is included with your subscription and allows constituents to update their contact information as well as participate in online auctions and peer to peer campaigns. If you have the Basic Portal, you will see a green button under Portal Status Info labeled "Enable Advanced Portal."
Clicking that button will open a new window with the current subscription fees based on number of portal users.
The Advanced Portal requires a subscription and it is based on the number of users. You will see a blue button under Portal Status Info labeled "Disable Advanced Portal."
The Advanced Portal allows your constituents to have access to:
- Donations - they can see a history of all their transactions and make new donations
- Pledges - they can see a history of all pledges and pledge payments, and if you allow it, they can edit their pledges
- Events - they can see a history of all event transactions, reprint tickets, update attendee information, see your events calendar, and register for events
- My Memberships - they can see a history of all their memberships, purchase new membership and renew existing memberships.
- Membership Directory - if they have an active membership, they can see a directory of other members
- Volunteer Hours - they can see a history of all their volunteer time and add new time if you have allowed that
- Peer to Peer - here they can create new and manage peer to peer campaign fundraising pages
- Youth Membership - specifically for a special module for parent to manage youth memberships
- Documents - for any documents you have saved in the constituent's documents tab that are marked "Post to Portal," the constituent can view and download these documents (like end of year tax statements and acknowledgment letters)
- Auctions - they can register for an auction and see a list of any items for which they are the current winning bidder
- Member only Documents - if they have an active membership, they can see any documents you have uploaded and assigned to their membership level
- Manage Household - for a constituent who is the head of household with a household-type constituent record, they can view a list of the members of their household and their roles
You can disable access to the Advanced Portal by clicking the button Disable Advanced Portal Access. A new window will open and you can click Deactivate to complete the action or Cancel to keep the Advanced Portal active.
