Managing the Constituent Portal
How to set up and manage the member portal.
What is the Constituent Portal?The constituent portal is a way for your constituents to manage their own accounts. Constituents only have access to their own personal information, not your entire database. The portal has two options, a Basic option and an Advanced option. The Basic option allows you to host p…Is there a mobile app for the Constituent Portal?Yes. There is a mobile app for the constituent portal. The mobile app has all the same functionality as the desktop app, it is just optimized for mobile device viewing. Constituents can download the mobile app for Apple or Google via these links: Apple iTunes - AssociationSphere…Where can I find the link to my Constituent Portal?Once logged into AssociationSphere, mouse over your Organization's name and hover over Portal Info, then click on Constituent Portal. At the top of the page under Portal Infoyou will find the URL link, a QR code (right click to download) as well as an embed code if you would lik…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 and peer to peer campaigns. If you have the Basic Portal, you will see a green button under Portal Status Info labeled "Enabl…Can I turn off the Access To Portal?Yes, if you do not wish to use the Portal you can turn it off. Note that disabling the portal will also disable the peer to peer campaign functions as well as online auctions. From the Portal Info page, change the toggle for Disable Portal Access? to YES. Scroll to the bottom of…Can I disable the time tracking function on the the Portal?Yes, if you do not wish to allow your constituents to add service hours on the Portal you can disable it. From the Portal Info page, change the toggle for Disable Ability to Add Time in the Portal to YES. If you have the Volunteer Hours item checked, your constituents will still…What settings can I change on the Constituent Portal?You can customize the information and activities your constituents have access to from the Portal Info page. Admin level users can access this page from the menu under your organization's name, then clicking on Portal Infoand thenConstituent Portal. Figure 1 On Figure 2below, at…Direct Email on the Portal Membership DirectoryAllowing 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 “Membership Settings” tab and scroll down to the bottom of the page where all the Membership Directory settings are. Near the bottom…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 a blue button labeled "Deactivate Advanced Portal" if you have the Advanced Portal. - Select Pledges from the list of menu o…