Donor and Volunteer Portal

The DonorPoint Donor Portal gives your constituents a self-service view of their giving history, recurring donations, event registrations, volunteer activity, and personal profile — all in one place. The portal is part of the engage application, accessible at your organization’s engage URL.

Accessing the Portal

Donors access the portal by logging in at your engage login page. Once logged in they see their personal dashboard with six tabs:

Tab What it shows
Basics Personal profile — editable name, address, email, phone, and custom fields
Transactions Giving history — all active transactions with fundraiser, date, and amount
Volunteering Volunteer history and upcoming shifts; self-service hour logging
Recurring Donations Active recurring giving schedules with status and next payment date
Events Upcoming and past event registrations
Reports Account-configured reports available to the donor

Profile (Basics Tab)

What Donors See

The Basics tab lets constituents update their own contact information:

  • First and last name, email address (used for login), phone numbers (home, work, mobile)
  • Full address (street, city, state, postal code, country) and additional email
  • Profile photo (avatar)
  • Custom fields — any custom fields added to contacts on your Account’s Customization tab appear here automatically
  • Password change — available when the account does not use SAML single sign-on

Changes saved here update the constituent’s contact record in your DonorPoint database immediately.

Admin Configuration

Setting How to Configure
Page branding Set engageUserAccountPageTemplateId on your Account (Integration tab > Properties). The value is the ID of a Page Template to apply to the portal.
Custom fields on profile Add custom fields to Contacts on your Account’s Customization tab. They appear on the portal Basics tab automatically.
Required fields Use the Required Rule account property pattern for any field: ContactCONTACT{fieldName}_required=#{condition}
Hide password change Configured automatically when a SAML Identity Provider is active for the account. No manual setting needed.

Transactions Tab

What Donors See

The Transactions tab shows the constituent’s complete giving history — all active purchase orders across all campaigns. Each row shows fundraiser, date, and amount. Clicking a row opens the full transaction detail.

Admin Configuration

Setting How to Configure
Staff entry button Visible only to users with PurchaseOrder:C permission. Grants the ability to enter a transaction directly on behalf of a constituent. Grant via Roles in User Management.
Suppress internal campaigns Set portalCampaign property on the portal home bean via account script to filter out campaigns marked as internal-only from the donor’s transaction list.
Transaction drill-through The full PurchaseOrder record is accessible to donors for any transaction in their history. No configuration needed.

Volunteering Tab

What Donors See

The Volunteering tab shows volunteer history split into upcoming and past activity. Each record shows organization served, date, and hours logged.

Self-Reporting Hours

Constituents can log their own volunteer hours:

  1. Click Enter Volunteer Record
  2. Select the organization served (or enter a write-in name)
  3. Enter the date and hours
  4. Click Save

Self-reported records are flagged with attendanceStatus = SELFREPORTED and can be distinguished from staff-logged records in reports. Constituents can also edit their own self-reported records.

Admin Configuration

Setting How to Configure
Enable self-reporting Self-reporting is available by default. No configuration needed to enable it.
Restrict edit to own records The portal automatically enforces edit-own-only for self-reported records. Staff-logged records are read-only to donors.
Organization lookup The organization dropdown in the self-report dialog uses your account’s Organization records. Ensure your employer/partner orgs are in DonorPoint.
Attendance status workflow The SELFREPORTED status can be reviewed and changed by staff on the VolunteerInstance record. Configure any review workflows in the Integration > Workflows section.

Recurring Donations Tab

What Donors See

The Recurring Donations tab shows all active recurring giving schedules: status, fundraiser, payment method, next payment date, and amount. Clicking a row opens the full recurring donation detail with payment history.

The Send Update Request button on the detail page lets staff initiate an email asking the donor to update their payment method or giving amount.

Admin Configuration

Setting How to Configure
Update request email Configure the FundUpdate autoresponder on your Account Email Collection. This is the email sent when staff click “Send Update Request.” See Autoresponders.
Payment method update link The portal links donors to a secure update form. Ensure your campaign’s Update Form URL is configured on the campaign’s Sharing tab.
Status lifecycle Recurring donation statuses (ACTIVE, DECLINED, SUSPENDED, COMPLETED) are updated automatically by the payment processor. Staff can manually update status from the admin application.

Events Tab

What Donors See

The Events tab shows upcoming and past event registrations, split by date. Each record shows the event name. Clicking opens the full registration record.

Admin Configuration

Setting How to Configure
Upcoming vs. past split The portal automatically splits registrations at the current date based on the event’s end date. No configuration needed.
Event detail visibility The full event registration record (including any registration custom fields) is visible to the donor.

Reports Tab

What Donors See

If configured, this tab shows a list of reports the donor can run against their own data — giving history, volunteer hours, pledge summaries, etc.

The Reports tab is only shown when reports have been made available for donor access.

Admin Configuration

Setting How to Configure
Enable the Reports tab Add reports to the account’s donor-accessible report list. In the Report edit page, check the Engage visibility option to make it appear in the portal.
Which reports appear Only reports marked for engage/portal visibility appear. Configure each report individually.
Report filtering Reports in the portal are automatically filtered to show only the logged-in donor’s data — the user context variable is set to the donor’s UserAccount.

Account-Level Dashboard

In addition to the individual donor portal, an Account Dashboard provides an organization-level view for employers and federation partners in workplace campaigns.

What it Shows

  • Overview tab — all campaigns associated with the account, with giving totals and participation metrics
  • Reports tab — account-level reports
  • Designations tab — designation summaries (currently disabled in source; contact support to enable)

Admin Configuration

Setting How to Configure
Account Dashboard branding Set engageAccountDashboardId on your Account (Integration tab > Properties). The value is the ID of a Dashboard configuration.
Access URL /engage/AccountDashboard.xhtml — typically linked from the employer’s invitation email or the Sharing tab of your workplace campaign.
Employer access Create a UserAccount for the employer contact and grant them access to the Account Dashboard URL via their invitation.

SAML / Single Sign-On

When your account is configured with a SAML Identity Provider:

  • Password change is automatically hidden from the portal Basics tab
  • Constituents authenticate through your Identity Provider and the portal respects the SSO session
  • The portal login page redirects to the IdP login page automatically

See Single Sign-On (SSO) for full configuration details.

Portal URLs

Portal URL Pattern
Individual donor portal /engage/ManageUserAccount.xhtml
Account/employer dashboard /engage/AccountDashboard.xhtml
Login page /engage/login.xhtml
SSO login (specific campaign) /engage/login.xhtml?teamCampaignId={id}