Manage Portal Users
How to help portal users subscribe and activities that can be performed by constituents in the portal.
You can invite existing or new constituents to create a portal account by sending them the URL link or QR code for your portal. You can send the link via an...
Fri, 5 Jun, 2026 at 3:56 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, 5 Jun, 2026 at 9:02 AM
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...
Fri, 5 Jun, 2026 at 8:43 AM
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
It depends on the settings you have established on the Portal Info page. You can Restrict New Portal Accounts to Members Only and can Restrict Portal Logins...
Fri, 5 Jun, 2026 at 8:51 AM
Company constituents can have a portal account created to manage the company account including memberships, invoices, event purchases and all of the other f...
Fri, 5 Jun, 2026 at 10:02 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, 5 Jun, 2026 at 10:06 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, 5 Jun, 2026 at 10:09 AM