Contact the Church
In the Web Ministry Tools user setup process, there are some prompts that will direct the user to contact the church.
If someone is having problems, the first thing to do is to see if his or her email address is listed correctly on the Individual Record or the Address Record.
Special Considerations for Setting Up Login for a Giver Portal
If the person is trying to set up a login for a Giver Portal, first check to be sure the Individual Record for that person is linked to a Giving Unit.
Suppose, for example, Lucy Allen is trying to set up a Giver Portal login. You can see by clicking on the Giving Units tab of the Allen family's Address Record that Lucy is listed as one of the individuals linked to the Giving Unit.
If Lucy were not in this list, you would need to add her. Click the Giving Units button at the bottom of the Allen's Address Record to bring up the Allen's Giving Unit Information window.
Lucy Allen is checked as linked to the Giving Unit. If she weren't checked, you would simply click Change at the bottom of this window, check the box next to Lucy's name and click Save.
If someone having difficulty setting up a login to a Giver Portal has a valid email address in their Individual Record, has been using that email address to attempt to set up the login and is properly linked to a Giving Unit, next check to be sure that person's Address Record is complete with all address fields filled in (Address Lines 2 and 3 are optional) and a correctly formatted phone number.
Login to the Giver Portal should now be successful.