Portal Profile Updates

If profile updates are enabled in Portal features, portal users can update their name and contact information to help your organization keep constituent records up-to-date. To review and approve submitted changes, from Communications, Portal activity, select View profile update log under Portal update log.

Updates to name, address, phone number, or email address appear on the constituent record immediately. You can review the changes and undo or edit values as needed.

• To accept the new value, select Mark as reviewed to remove it from the log.

• To revert to the previous value, select Undo update from the ellipsis menu.

• To correct an issue with the new value, select Edit new value from the ellipsis menu.