Your B Generous Portal gives you access to a history of your received gifts, and tools for configuring your giving form.
You'll get access to your portal in your kickoff call. After that, you can login here.
Setup Steps Overview
Follow these three steps to complete setup in your portal.
1. Log Into Your B Generous Portal For the First Time
After you sign up with B Generous, you should be able to log into your portal with the email address of the main contact for your organization. login here.
No Password Needed To Login to B Generous
Our portal uses a more secure method of login called passwordless login to ensure your data stays safe. To login, simply type an email address that is connected to an account, and a secure code will be sent to you. use that code to login!
Need help logging in?
Not sure which email address is associated with your account? Just shoot us an email at email@example.com and we'll help you get it sorted out!
2. Invite Your Team To Login to Your Portal
How to Invite Team Members to Access Your Portal
When logged into your portal, complete the following steps:
1. Visit the administration page. You should see this in the lefthand panel.
2. Click the new user button to invite a user.
3. A popup box should appear to enter the name and email address of the person you would like to invite.
Who Will Need Access to Your Portal
Make sure the right team members can log into your account. Anyone who will be helping you set up your website, will be working with donor data, or is running your marketing or fundraising efforts may want access to this.
You may want to invite:
3. Configure Your First Form
Add your logo and images to your form, set custom amounts, and configure whether you would like to send receipts automatically to donors who use your form. To access this, visit the customization page in your portal from the left side navigation.
to learn more about configuration options, click here.
Once these steps are completed, you're ready to install your form on your website!