Manage Portal & Portal Users

Where can I find the link/URL to my Member/Constituent Portal?
Once logged into AssociationSphere mouse over your Organization's name and click "Portal Info". Here you will find the URL to both your Con...
Sun, 7 Feb, 2021 at 2:44 PM
What settings can I change on the Member/Constituent Portal?
Inside your Account, on the Portal Info page you have a number of options. First you are given the URL to your Member/Constituent portal.  You can also ent...
Fri, 26 Mar, 2021 at 10:04 AM
Can I disable the time tracking function on the the Portal?
Yes, if you do not wish to allow your constituents to see and add service hours on the Portal you can disable it. Mouse over your Organization's Name a...
Sun, 7 Feb, 2021 at 3:55 PM
Can I turn off the Access To Portal?
Yes, if you do not wish to use the  Portal you can turn it off. Mouse over your Organization's Name and click on "Portal Info". Find the to...
Sun, 7 Feb, 2021 at 3:57 PM
Can I see who has a Portal account?
Yes, in your Account mouse over your Organization's Name and User, then click on "Portal Users". Here you will see a grid which displays all ...
Sun, 7 Feb, 2021 at 3:59 PM
Can I reset a Portal Users password?
Yes, in the Portal Users menu option you will find a grid of all your current portal users. On each row you will see a link for "Reset Password". ...
Sun, 7 Feb, 2021 at 4:01 PM
Can I change a Portal Users status?
Yes, a portal user can have 4 different statuses: Active, Deleted, Pending and Suspended. On the Portal Users menu option you can click on the status for ea...
Sun, 7 Feb, 2021 at 4:03 PM
How do I Manage Portal Users?
You now have the ability to change Portal Users account status and reset their Password. If you mouse over your name in the upper right hand corner and th...
Sun, 7 Feb, 2021 at 4:04 PM
Can I view my Team Leader/Fundraiser P2P pages in the Portal?
AssociationSphere users with Admin access can Sign into a portal account.  Select Users>Portal Users.  Locate the Portal User then select Sign in.
Sun, 7 Feb, 2021 at 4:05 PM
How do I allow my portal users to change their pledge?
Go to Portal Info.  Set Allow to change pledge schedule? to YES.  Also, select the menu item Pledges.
Sun, 7 Feb, 2021 at 4:07 PM