Manage Portal Users
How to help portal users subscribe and activities that can be performed by constituents in the portal.
How do I invite members to sign up for the portal?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 an email marketing campaign, a direct email or a text message. Portal accounts are not automatically created by the software,…How can I help a member troubleshoot problems logging in to the portal?If a 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 approach to resolve the issue. Login Not Found Verify that the member has a portal account created. You can find a grid of all your Portal…Can I see who has a Portal account?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 current constituents with portal accounts. Also on this page you can manage a user's status as well as reset their password.Can I reset a Portal Users password?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. A new window will open to confirm that you want to rest the password. Click OKto continue or Cancelto return to the grid without ch…Can I change a Portal Users status?Yes, a portal user can have 4 different statuses: - Active- the account has been verified and is active. - Deleted- the account was marked as "Deleted" by a DonorView admin user. Marking them as deleted does not remove their portal account, but they are not able to log in. - Pen…How do I Manage Portal Users?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 Portal Users page by hovering over your organization's name, navigating to Users, then clicking on Portal Users. To change their…Can someone sign up for the portal who is not already in the database?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 to Active Members Only if desired. If these settings are set to YES, then someone who is not already in the database canno…How does a company or organization access the portal?Company constituents can have a portal account created to manage the company account including memberships, invoices, event purchases and all of the other features you have made available on the portal. Individual constituents who are listed as the Primary 1 or Primary 2 company…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 to the Portal Info page, which is access from the menu under your organization's name in the top right corner of the screen. Scr…What is the difference between an Individual and Company portal account?An Individual portal account is meant for a person with an individual constituent profile type. A Company portal account is meant for companies, organizations, businesses or groups that have a company constituent profile type. When registering for a portal account, the top box,…What if a portal user needs to change their address?First, you will need to update the constituent's main profile page with the new email address. If the constituent has any email status showing above the email address, you will also need to remove the status by clicking on the eraser icon, then entering YES in the popup window a…