Portal Features
Information on the different features available in the portal.
Portal Features for PaymentsIf you have the Basic or Advanced Portal activated your constituents can use the portal to see a list of all their transactions and make new donations using the Paymentsicon. Note that this icon is only used for making donations (or donation pages that are used as payment pages)…Portal Features for PledgesIf you have the Advanced Portal activated and you have selected Pledges in the list of options available for the portal, your constituents will be able to see their pledges and pledge payments. You also have the option allow constituents to make changes to their pledge schedule…Portal Features for EventsIf you have the advanced portal activated and you have selected Events in the list of options available for the portal, your constituents will be able to register and purchase event tickets, see the events calendar, reprint tickets, and update the attendee/guest info for upcomin…Portal Features for InvoicesIf you have the Basic or Advanced Portal activated and you have selected Invoices from the list of options, your constituents can use the portal to see a list of all their invoices and make payments using the Invoicesicon. Clicking on the Details link under each invoice amount w…Portal Features for MembershipsIf you have the advanced portal activated and you have selected Memberships in the list of options available for the portal, your constituents will be able to see their most current membership information, history of membership transactions, renew their memberships, access membe…Portal Features for the Membership DirectoryIf you have the advanced portal activated and you have selected Member Directory in the list of options available for the portal, your constituents will be able to see the directory related to the membership as well as a global directory if you have one created. Clicking on the…Portal Features for Time TrackingIf you have the advanced portal activated and you have selected Time Tracking in the list of options available for the portal, your constituents will be able to see their time tracking history and add new time if you have not disallowed that on the Portal Info page. Clicking on…Portal Features for Peer to Peer CampaignsIf you have selected Peer to Peer Campaigns in the list of options available for the portal, your constituents will be able to create and manage their fundraising pages and communications via the portal. Clicking on the Peer to Peericon will open the page to allow them to manage…Portal Features for DocumentsIf you have the Advanced Portal activated and you have selected Documents from the list of options, your constituents can use the portal to see a list of all the documents that have been saved in their record. Documents saved for the constituent must be checked "Post to Portal"…Portal Features for AuctionsIf you host an online auction the Auctions icon will automatically be added to the portal. The Auctions icon is included with both the Basic and Advanced portals. The Auctions icon can also be hidden from the portal if desired by unchecking the box. By clicking on the Auctions i…Portal Features for Member Only DocumentsIf you have the advanced portal activated and you have selected Member Only Documents in the list of options available for the portal, your constituents will be able to see the Member Only Document library if you have one created. Note that the member must create their portal ac…Portal Feature for Manage ContactsIf you have the Advanced Portal activated and you have selected Manage Contacts from the list of options, your Company-type constituents can use the portal to see a list of all their company contacts and add new ones. They can add a new contact by clicking Add Contact. With the…Portal Features for the ForumIf you have the Advanced Portal activated you can request activation of the Forum feature. Once your forum is activated, you can include the link in your portal. Your constituents can click on the Forum link to open the forum and see and add posts and participate in discussions.…Portal Features for Updating the Constituent's Personal InformationThe portal allows your constituent to update their personal information by clicking on their name in the top right corner of the portal. These features are available in both the Basic and Advanced portal. In this menu the links include: - Update My Info - Email Subscriptions - C…Updating Member Profile Pages from the PortalIf you have created a member profile page, activated it on the membership level, and activated on the Constituent Portal settings page, then members will be able to update their personal information on the profile pages. When the member clicks on the User Profile icon in the top…Portal Mobile AppYour constituents and members can access the portal via a mobile app. The mobile app offers all the same features as the desktop version. The app can be downloaded at: Google Play - AssociationSphere: Apple iTunes - iOS AssociationSphere: Your constituents will need your portal…