You can invite existing or new constituents to create a portal account by sending them the URL link for your portal.
1. The link is found in the administration menu under your organization’s name on the top right side of the page, click on Portal Info and the link to your portal is available in the top left side of the screen.
2. If they are an existing constituent in your database, be sure to remind them to use the primary email address and name listed in their record. You can include these merge fields in the invitation you send to the constituent. If they do not use the primary email address and/or name as listed the system will create a new record for the constituent. The constituent will also not see their current or expired membership information since a new record was created. If the constituent inadvertently created a duplicate record, you can merge the old record with the newly created record using the merge function in the Constituent Grid.
3. From your portal login screen, instruct the user to click the “Sign Up” button, not the Sign In button.
4. Instruct the constituent to complete the form using the name and primary email already associated with their record. They can enter the password they wish to use, check the CAPTCHA box, and click Sign Up.
5. At the top of the box, the constituent will select Individual for creating an account for a person, or Company if this is a new company profile type.
6. The software will send a confirmation email to the constituent and they will need to confirm their account by clicking the link.
7. Once confirmed, if you have the Advanced Portal activated, the constituent will able to view and manage many of the modules as described in this article. If you only have the Basic Portal, they will be able to access only their personal information and any online auctions or peer to peer campaigns you have activated. Below is an example of a homepage for the portal with the Advanced Portal activated.
