If a donor or member contacts you and says they cannot log in, ask them what message shows when they attempt to log in. Each message has a different approac...

Yes, an admin level user can mouse over your Organization's Name and then Users. Click on Portal Users. Here you will see a grid which displays all the ...

You can invite existing or new constituents to create a portal account by sending them the URL link for your portal. 1.   The link is found in the admi...

Yes, on the Portal Users page you will find a grid of all your current portal users.  Find the row with the constituent and click on Reset Password...

Yes, a portal user can have 4 different statuses:  Active - the account has been verified and is active. Deleted - the account was marked as "Delete...

From the Portal Users page you can update a user's status, change their password, sign in as them, and delete their portal account. You can access the ...

Yes. New constituents can sign up for a portal account and the software will automatically create a new constituent record for them.  1.  To invite new ...

Any portal user can check their gift card balance right in the Donor Portal. To do so, they can log in and mouse over their name in the top right-hand corne...

A company constituent (one that is identified as a company profile type) can access the portal two ways - through the company's portal account or by the...

Yes. You can select which fields within a constituent's record you would like your constituents to be able to update and manage through the portal. Go t...