Fund Advisor Login Instructions

The tutorial below can be used as a template for providing instructions to your Fund Advisors. Copy the content into your own document and customized as desired. Feel free to take screenshots of your donor portal and add them to your document. 

Keep in mind that your Fund Advisors may not have access to all of the tabs outlined below based on how you’ve configured settings for your Fund Advisor, so you can/should omit any section that is not applicable to your Fund Advisors. 

Donor Portal Login Instructions

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