Manage Portal & Portal Users
Yes. New members can sign up for a portal account and the software will create a new constituent record for them. 1. To invite new members to sign up thr...
Thu, 18 Aug, 2022 at 10:59 AM
For constituents who are already in your database that do not have a portal account yet, you can email them the link for your portal. 1. The link is f...
Thu, 18 Aug, 2022 at 11:22 AM
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...
Thu, 11 Jan, 2024 at 12:51 PM
To renew the memberships, pay invoices, and manage event attendees for companies through the member portal, a primary contact must be assigned for that orga...
Sat, 5 Nov, 2022 at 4:57 PM
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...
Wed, 11 Jan, 2023 at 11:50 AM
Allowing your members to send direct emails to each other can be turned on while setting up you online Membership Form. During the setup go to the “Membersh...
Mon, 17 Jul, 2023 at 1:59 PM