Manage Portal and Portal Users

How do portal users check their gift card balance?
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...
Wed, Mar 10, 2021 at 11:13 AM
How do I invite donors and members to sign up for the portal?
For constituents who are already in your database that do not have a portal account yet, you can email them the link for your portal. 1.   The link ...
Tue, Aug 23, 2022 at 11:12 AM
How can I help a donor who has trouble logging in to the portal?
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...
Tue, Aug 23, 2022 at 11:25 AM
How does a company or organization access the donor portal?
To manage donations, events, and memberships for companies through the donor portal, a primary contact must be assigned for that organization. On the organi...
Sat, Nov 5, 2022 at 5:04 PM
Can I allow portal users to update their personal information?
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 ...
Wed, Jan 11, 2023 at 11:49 AM