Portal Configuration
The Donor Portal is configured at the account level. Administrators control the portal’s appearance, available features, and authentication method.
Account Properties
Portal behaviour is controlled through properties on the Account record:
| Property | Description |
|---|---|
| Engage User Account Dashboard ID | Dashboard displayed on the donor’s portal home page. Set this to show a personalized giving summary or engagement metrics. |
| Engage User Account Page Template ID | Page template that controls the portal’s header, footer, and branding. |
| Engage Account Dashboard ID | Dashboard for account-level portal views (used by coordinators). |
| Team Dashboard ID | Dashboard displayed on community fundraiser team pages. |
Page Templates
The portal’s look and feel is controlled by a Page Template — the same page template system used for campaign forms. The template wraps the portal content with your organization’s branding, navigation, and styling.
To configure:
- Create a Page Template in Content → Page Templates
- Design the header, footer, and CSS to match your organization’s brand
- Set the template’s ID as the Engage User Account Page Template ID on your Account
Authentication
The portal supports two authentication methods:
Username and Password
The default method. Donors create an account with an email and password. Password management features include:
- Self-service password reset via email
- Password strength requirements configured at the account level
SAML 2.0 Single Sign-On
For organizations using an identity provider (Okta, Azure AD, OneLogin, etc.):
- Configure a SAML Identity Provider on the Account record
- Set the Application to Engage (the portal application)
- Donors authenticate through your identity provider instead of entering a password
- The portal’s profile page hides the password change section when SSO is active
Permissions
Portal features are controlled by the donor’s user account permissions:
| Permission | Controls |
|---|---|
| PurchaseOrder:C | Ability to enter transactions from the portal |
| Report:L | Access to the Reports tab |
| VolunteerInstance:C | Ability to create volunteer records |
Permissions are set on the User Role assigned to portal users. Most organizations create a “Donor” role with limited permissions.
Custom Fields
The profile tab displays custom fields that have been configured for contacts at the account level. These fields appear below the standard profile fields and can be edited by the donor.
To add custom fields to the portal profile:
- Create Custom Property definitions on the Contact entity
- Custom fields automatically appear on the portal profile for that account’s donors