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:

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