The portal is a self-service page your contacts can use for payment history and Subscription management.
Use the portal when a contact needs self-service access to records connected to their email address. Common workflows include sharing the portal link, helping a contact log in, helping a contact find payment history, and helping a contact manage a Subscription.
The portal shows payment history and Subscriptions for the contact after login. Contacts can update, cancel, or reactivate Subscriptions when those actions are available.
If a contact cannot find an expected record, first confirm they used the same email address that appears on the contact record in CharityStack.
Portal access can be shared as a dedicated link from Settings > Portal.
