Manage Portal Users
How to help portal users subscribe and activities that can be performed by constituents in the portal.
Yes, an admin level user can mouse over your Organization's Name and then Users. Click on Portal Users. Here you will see a grid which displays all the ...
Thu, 25 Jul, 2024 at 4:35 PM
Yes, on the Portal Users page you will find a grid of all your current portal users. Find the row with the constituent and click on Reset Password...
Thu, 25 Jul, 2024 at 4:50 PM
Yes, a portal user can have 4 different statuses: Active - the account has been verified and is active. Deleted - the account was marked as "Delete...
Thu, 25 Jul, 2024 at 5:07 PM
From the Portal Users page you can update a user's status, change their password, sign in as them, and delete their portal account. You can access the P...
Thu, 25 Jul, 2024 at 5:21 PM
Yes. New members can sign up for a portal account and the software will automatically create a new constituent record for them. 1. To invite new membe...
Thu, 25 Jul, 2024 at 5:42 PM
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 admi...
Thu, 25 Jul, 2024 at 6:05 PM
If a member contacts you and says they cannot log in, ask them what message shows when they attempt to log in. Each message has a different approach to reso...
Fri, 26 Jul, 2024 at 9:38 AM
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...
Fri, 26 Jul, 2024 at 10:34 AM
Yes. You can select which fields within a constituent's record you would like your constituents to be able to update and manage through the portal. Go t...
Fri, 26 Jul, 2024 at 10:18 AM
An Individual portal account is meant for a person with an individual constituent profile type. A Company portal account is meant for companies, organizatio...
Fri, 26 Jul, 2024 at 10:36 AM