Donor signs in to the portal with a code
No passwords: the donor types their email or cell, gets a 6-digit code, and types it in.
- 1
Open the portal
The donor opens /portal/<your page link> (or "See your past giving…" on the giving page). The page says "See your giving".
Type the email or cell you gave us. - 2
Email or cell
They type the email or cell phone on file and press "Send me a code".
Send me a code. - 3
The code arrives
The page says "If … is on file with us, we just sent a 6-digit code there." The message reads "123456 is your … sign-in code. It works for 10 minutes."
- 4
Type it
They type the 6 digits and press "Sign in".
The email and cell on the person's profile are where codes go. - 5
Skip the code next time
Right after signing in they're offered "Skip the code next time?" — Face ID / fingerprint. See "Donor sets up Face ID".
Tips
- The page always answers the same way, whether or not the address is on file — so nobody can test addresses. If the code never comes, the address probably isn't on their record.
- Codes are free to send — they don't count toward your texting costs.
If something isn't working
"That code didn't work — check it, or ask for a new one".
Codes work for 10 minutes and once only, with up to 5 tries. Press "Use a different email or phone" and ask for a new one.
The code never arrives.
Check the email/cell on their profile in People. Fix it, or ask them to try the other one (cell instead of email).
"Sign-in is paused for Shabbos / Yom Tov — please try again afterwards".
That's on purpose. It works again after Shabbos.
"Too many tries — wait a while".
Wait an hour and try again.