CauseVox

Overview: Member Portal

Managing Your Member Portal

How To Edit Your Member Portal Account Information

Jenna Notarfrancesco

Learn how donors, fundraisers and bidders can set up and manage their accounts.

Portal Users

How To Pre-Register For Auction Via The Portal

How bidders can register and participate in any auction.

Bidders

FAQ: Donations

What We Do With Your Information

How A Donor Can Suspend A Recurring Donation Or Update Their Card

How A Donor Can Cancel A Pledge Or Update Their Card

Donors

How To Reach The Campaign Admin

How To Share A Fundraising Page To Social Media Or Email

Fundraisers

FAQ: Your Personal Fundraising Page

Personal Fundraising Page Tour

How To Login To Your Personal Fundraising Page

How To Create Your Personal Fundraising Page

How To Edit Personal Page Details

How To Change Your Fundraising Page Profile Photo Or Logo

How Fundraisers Can View Donation Data

How Fundraisers Can Leave An Organization Or Team Page

How To Disable Your Personal Fundraising Page

Tips For Writing Effective Personal Fundraising Appeals

Can Personal Fundraisers Add Offline Donations?

How To Create Or Join An Organization Page

How To Create Or Join A Team Page

How Do Team Pages Work?

How Organization Admin Can View And Export Donation Data

How Organization Admin Can Manage Fundraisers And Export Data

How Organization Admin Can Invite Or Remove Other Admin

How Team Admin Can Manage Fundraisers

How Team Admin Can View Donation Data

How Team Admin Can Invite Or Remove Other Team Admin

How To Disable Organization And Team Pages

How Team Admin Can Edit Their Page End Date

How Organization Admin Can Edit Their Page End Date

Organizations & Teams

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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