Manage Portal & Portal Users
Once logged into AssociationSphere mouse over your Organization's name and click "Portal Info". Here you will find the URL to both your Cons...
Sun, 7 Feb, 2021 at 2:44 PM
Inside your Account on the Portal Info page you will find a number of options to customize your Portal. First you are given the public URL for the Portal as...
Fri, 6 Jan, 2023 at 1:14 PM
Yes, if you do not wish to allow your constituents to see and add service hours on the Portal you can disable it. Mouse over your Organization's Name an...
Sun, 7 Feb, 2021 at 3:55 PM
Yes, if you do not wish to use the Portal you can turn it off. Mouse over your Organization's Name and click on "Portal Info". Find the tog...
Sun, 7 Feb, 2021 at 3:57 PM
Yes, in your Account mouse over your Organization's Name and User, then click on "Portal Users". Here you will see a grid which displays all t...
Sun, 7 Feb, 2021 at 3:59 PM
Yes, in the Portal Users menu option you will find a grid of all your current portal users. On each row you will see a link for "Reset Password". ...
Sun, 7 Feb, 2021 at 4:01 PM
Yes, a portal user can have 4 different statuses: Active, Deleted, Pending and Suspended. On the Portal Users menu option you can click on the status for ea...
Sun, 7 Feb, 2021 at 4:03 PM
You now have the ability to change Portal Users account status and reset their Password. If you mouse over your name in the upper right hand corner and th...
Sun, 7 Feb, 2021 at 4:04 PM
AssociationSphere users with Admin access can Sign into a portal account. Select Users>Portal Users. Locate the Portal User then select Sign in.
Sun, 7 Feb, 2021 at 4:05 PM
Go to Portal Info. Set Allow to change pledge schedule? to YES. Also, select the menu item Pledges.
Sun, 7 Feb, 2021 at 4:07 PM