Create a Donor Portal

1. Navigate to the Fund Advisor record for the relevant Profile. 
   • If the Profile has not been designated as Fund Advisor, click + Make Fund Advisor from the left-side menu of the profile page.
     
     
2. Click Send Login Email from the left-side menu. 
   • If the Send Login Email doesn't populate, ensure that the Fund Advisor has:
     • An email listed in their Profile.
     • A login entered in their Fund Advisor Record.
3. Customize the Subject and Message (if needed).
4. Click Send Email.

The Fund Advisor will receive the following email: