Portal login credentials allow profiles with designated portal access to log in, view their fund activity, and access other portal features based on their designation type. Any profile designation granted portal access requires login credentials to be configured before they can access the Portal. Portal access is available for donors, grantees, students, vendors, customers, nonprofits, and fund advisors.
Who: Donor relations teams, fund administrators, grants managers, and any staff managing login access to the Portal.
When to Use Portal Login Configuration
Configure portal login credentials when:
- A new fund advisor needs access to their Fund Management tab on the Portal.
- A profile with any portal designation (donor, grantee, affiliate, etc.) needs portal access for the first time.
- An existing portal user needs their password reset.
- You need to grant temporary access with a password that expires on first login.
Configure Portal Login Credentials
To configure portal login credentials for a profile, navigate to the Login Info tab and set the username and password.
- Navigate to the profile record for which the login will be configured.
- Click the Login Info tab.
- Locate the Login Information section, and then click Edit Login.
- Enter the Login (username), and then click Save.
- Locate the Login Information section, and then click Set Password.
- Enter a password in the New Password field, and then click Save.
- Check the box next to Temporary to prompt the user to create a new password during their next login attempt.
- Check the box next to Temporary to prompt the user to create a new password during their next login attempt.
Once the password is saved, an automatic email is sent to the Portal user In addition to the automatic system email, it is recommended that the internal user send a secondary email outside of the system listing the site URL, username/login credentials, and temporary password.
In the event a password needs to be reset, review the Admin Instructions section for options.