You can invite existing or new constituents to create a portal account by sending them the URL link or QR code for your portal. You can send the link via a...

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 ...

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 ...

It depends on the settings you have established on the Portal Info page. You can Restrict New Portal Accounts to Members Only and can Restrict Portal Logins...

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...

Company constituents can have a portal account created to manage the company account including memberships, invoices, event purchases and all of the other f...

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...