The portal link is the contact-facing URL supporters can use to access self-service features.
When To Use This
Use the portal link when you want to share a self-service page with contacts, add it to your website, or include it in support replies.
Steps
Go to Settings.
Open Portal.
Copy the portal link.
Share it where contacts need access.
What Contacts Can Do
The portal can let contacts view payment history, access transaction records, and manage Subscriptions when those features are available for their records.
Admin Notes
Portal access depends on the contact using the same email address connected to their CharityStack records. When a contact cannot see expected activity, check the contact record, payment record, and Subscription record before creating a duplicate contact.
The portal link is useful in support replies, receipt follow-ups, website account-help pages, and staff scripts.