A company constituent (one that is identified as a company profile type) can access the portal two ways - through the company's portal account or by the primary company contact through their individual portal account.
Company Portal Account Set-up
To set up a company portal account, share your organization's portal URL found at the top of the Portal Info page.
From the welcome page, click on Sign Up to create a new account.
- From the login, Company must be selected from the top Portal Account Type dropdown. Enter the Company Name and Email.
- Note that every portal account must have a unique email address. While a company and an individual constituent can share a primary email in the database, they cannot share an email to access to portal.
- If the constituent already existing in your database, the name and email must match exactly as shown in the company's profile page under the Last Name /Constituent field and the primary email at the top of the page.
- If the wrong company name is entered, or it is misspelled, a new constituent record will be created and then when the account is accessed, none of their existing information will be shown.
- If this is a new constituent, a new company profile type record will be created.
- A new Password must be created and then re-entered in the Retype field.
- If CAPTCHA is activated, they will check the I'm not a robot box and click Sign Up.
- A confirmation email will be sent to the email address entered with a link to complete the sign up.
- Once the email address is confirmed, anyone with that email address and password will be able to access the company's portal account.
Primary Company Contact - Company Portal Access
The company's portal account can also be access by the person identified as the Primary 1 Company Contact. On the organization's profile page, scroll down to the Company Contacts area. Any constituents identified as employees of the organization will be listed. You can click to check the box under Primary 1 for the constituent who will be managing the organization's account. Ensure that constituent has a valid email address. If there are no Company Contacts identified yet, you can click on the "+" button to add them.
The Primary Contact will need to create a portal account if they do not already have one. Once they have an active portal account, when they log in they will see the option to select the company or their personal account.
Selecting the company account will open the portal to access all of the company's records and modules that your have authorized in the portal set-up. From here invoices can be paid, memberships can be renewed, event attendees can be managed, and other activities on behalf of the company.
