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CommunitySuite Idea Lab: Fund Advisors

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Internal portal access when fund advisor hasn't set password

Hi! It would be helpful to have an easy way to see what a Portal account will look like without having to have the donor set their password already. It is strange to me that as an Admin, I do not have a way to access a donor's portal to answer questions about how it will work for them if they have not set up their own access yet. Admins should be able to log in to any portal account at any time, in my opinion.

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Rachael Watkins shared this idea  ·   ·  Report…  ·  Admin →
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  • Susan Lotreck commented  ·   ·  Report

    I hope this idea is implemented as soon as possible. I agree with all the comments made to date. Having this option also enables tracking data for logins from actual fund advisors. At this point there are several fund advisors login records that are inaccurate because I am logging in often to check activity viewable on the portal and to test uploads etc.

  • Jillian P. commented  ·   ·  Report

    1000% need this option. Would ensure everything looks and functions as you intend for it to prior to meeting with them.

  • Yurianna Mikolay commented  ·   ·  Report

    A thousand times YES!!!! It's crazy to not allow access so you can see issues ahead of giving the donor access. Particularly when you are getting ready to launch.

  • Diane Zempel commented  ·   ·  Report

    Create option for View Only - Log in As access for Stewards giving them the ability to see what Advisors see in real time. WITHOUT any ability to update or change portal or advisor setting.

  • Julie commented  ·   ·  Report

    This would be really helpful

  • Anne Allieri commented  ·   ·  Report

    Allow Users to login as fund advisor regardless if the advisor has created their password. Our donor relations team needs to view the information on the portal to best train and support our advisors.

  • Diane Zempel commented  ·   ·  Report

    Provides ability to better support and guide Advisors in Gift and Grant making

  • Diane Zempel commented  ·   ·  Report

    For Stewards: Create option for View Only - Log in As access for Stewards giving them the ability to see what Advisors see in real time. WITHOUT any ability to update or change portal or advisor setting.