The Donors Portal

The Donors Portal lets you give your donors access to their donation history, receipts, and summaries, together with the ability to make a new donation.

Portal access

Here's how to manage access to a person's Donors Portal.

To give someone access:

1. Go to the donor's profile.
2. Click and select Donors Portal Access.
3. Choose one of the donor's existing email addresses or add a new one.
4. Click Send Portal Link.

In short order, the donor will receive an email containing the link. Some things worth noting:

• Anyone with the link will be able to access the donor's portal. Be careful who you share it with!
• The link will be active until:
  • You give the donor a user account.
  • You regenerate or delete the link (see below).
  • The link is not accessed for more than 365 days.

To manage access to the donor's portal, go to the donor's profile, click and select Donors Portal Access. In the dialog, you can...

• Click to copy the portal link.
• Regenerate the portal link; this deletes the old one (so it will no longer work for anyone) and creates a new one that you will then need to send to the donor.
• Delete the portal link... which will utterly cripple it, making it of no use to anyone.

What does the portal look like to the donor?

It looks like this!

Pretty straightforward: the donor can view individual donation receipts, retrieve yearly summaries, and make new donations (and, if enabled, set up recurring donations).