Running the account
The four portals
Separate doors for volunteers, board members, staff and participants, so people can do their part without entering your workspace.
On this page
Why they exist
Most people connected to a nonprofit need to do one or two things and see nothing else. A portal gives them exactly that, and gives you a way to collect what you need from them without handing anybody a seat or a view of your donors.
| Portal | Who uses it, and for what |
|---|---|
| Volunteer | Shifts, hours, and their own paperwork. Uses no seat. |
| Board | Their documents, disclosures, and meetings. Uses no seat. |
| Staff | Their own employment record and what they need to complete. |
| Participant | The people your programs serve, where you choose to give them access. |
Getting people into one
Invite them with the matching role. Volunteer reaches the volunteer portal and nothing else. Board Member (portal only) reaches the board portal and uses no seat, which is what most trustees should have. See Your team and what each role can see.
Read next
- VolunteersRecruiting, screening, scheduling and recording contributed time, and the portal volunteers use without entering your workspace.
- Board & GovernanceTrustees, terms, committees, meetings with drafted minutes, and the conflict of interest disclosures that are always overdue somewhere.
- People ServedOne record per person moving through your programs, from first inquiry to alumni, with nothing overwritten as they move.
Something here wrong, missing, or out of date? Email support@fundwisr.ai and tell us which chapter. Documentation defects are treated as defects.