Portal Features
Information on the different features available in the portal.
If you have the advanced portal activated and you have selected Member Only Documents in the list of options available for the portal, your constituents wil...
Fri, 5 Jun, 2026 at 11:31 AM
If you have the Advanced Portal activated and you have selected Manage Contacts from the list of options, your Company-type constituents can use the portal ...
Fri, 5 Jun, 2026 at 12:28 PM
If you have the Advanced Portal activated you can request activation of the Forum feature. Once your forum is activated, you can include the link in your po...
Fri, 5 Jun, 2026 at 12:29 PM
The portal allows your constituent to update their personal information by clicking on their name in the top right corner of the portal. These features are ...
Fri, 5 Jun, 2026 at 11:53 AM
If you have created a member profile page, activated it on the membership level, and activated on the Constituent Portal settings page, then members will be...
Fri, 5 Jun, 2026 at 11:35 AM
Your constituents and members can access the portal via a mobile app. The mobile app offers all the same features as the desktop version. The app can be dow...
Sat, 6 Jun, 2026 at 11:40 AM