Managing the Constituent Portal

How to set up and manage the constituent portal.

Where can I find the link/URL to my Constituent Portal?
Once logged into DonorView mouse over your Organization's name and click Portal Info.  At the top of the page under Donor Portal Info you will ...
Sun, Sep 14, 2025 at 5:35 PM
Can I turn off the Constituent Portal?
Yes, if you do not wish to use the Donor Portal you can turn it off. Note that disabling the portal will also disable the peer to peer campaign functions as...
Sun, Sep 14, 2025 at 5:35 PM
What is the difference between the Basic and Advanced Portal?
The Basic Portal is included with your subscription and allows constituents to update their contact information as well as participate in online auctions an...
Thu, Jul 25, 2024 at 12:21 PM
Can I disable the time tracking function on the Donor Portal?
Yes, if you do not wish to allow your constituents to add service hours on the Donor Portal you can disable it. From the Donor Portal Info page, change the ...
Thu, Jul 25, 2024 at 9:57 AM
What settings can I change on the Constituent Portal?
You can customize the information and activities your constituents have access to from the Constituent Portal Info page. Admin level users can access this p...
Sun, Sep 14, 2025 at 5:35 PM
Direct Email on the Portal Membership Directory
Allowing your members to send direct emails to each other can be turned on while setting up you online Membership Form. During the setup go to the “Membersh...
Thu, Jul 25, 2024 at 12:53 PM
Portal Member Directory Direct Emails
Allowing your members to send direct emails to each other can be turned on while setting up you online Membership Form. During the setup go to the “Membersh...
Thu, Jul 25, 2024 at 12:52 PM
How do I allow my portal users to change their pledge?
You must have the Advance Portal activated to allow constituents to change their pledges.  You can check the status under Portal Status Info and should see ...
Thu, Jul 25, 2024 at 5:37 PM