View Company/Trust Donations
You can create a user account for a company or trust to enable the person responsible for giving through that company or trust to view their donations in the portal.
- In the navigation menu, click .
- Click New User.
- In the Contact field, click the
.
- In the view drop-down list, select Companies.
- Select the appropriate Contact record to the User account.
- Log in to the portal with the credentials you provide.
- Log in with a link through a snippet in an email.
- Reset their account using the portal reset account.