Support Center

Adding Users to the Portal

Last Updated: Jul 11, 2017 04:59PM CDT

 Portal Users an be created directly from Congregation Connect individually or en masse.

Individually adding users to the portal

1. Navigate to a Contact record. 2. Ensure the Contact has a valid email address. 3. Click the Edit button and then check the Member Portal Enabled checkbox field. 4. Save the record. When the Portal syncs with Congregation Connect (up to 15 minutes), a welcome email will be sent out to the contact with a login link.



 

Mass adding users to the portal 1. Navigate to Apsona and click on the Contacts sub tab. 2. Create a list of Contacts you would like to enable in the Portal. Include a filter to ensure that the Contacts have an email. 3. Within Apsona, click on Tools > Update All 4. Select the Member Portal Enabled field and set the value as Yes. 5. Click Update. When the Portal syncs with Congregation Connect (up to 15 minutes), a welcome email will be sent out to the contact with a login link.
 

  

 

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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