Skip to main content

Overview

Two supporter records in the same organization can use the same email address. A typical case is a husband and wife who are two separate contacts in your CRM but share one household email. WeGive does not merge them and does not block the second record. The donor portal treats the two records as related accounts that belong to one sign-in.

What the supporter sees

  • One sign-in for both records. The one-time code goes to the shared email address. The sign-in screen does not ask which person is signing in.
  • One record opens first. After sign-in the portal opens the record that was open the last time that sign-in was used. If it is the first time, either record may open, so the supporter may land on their spouse’s giving history and profile.
  • Switching is a few clicks. Open the account menu, choose the account button at the bottom of the menu, and pick the other person under Related Accounts. The portal reloads with that supporter’s giving history, recurring plans, payment methods, and tax documents.
  • Only records in your organization are listed. Related Accounts shows the records tied to that email within the organization whose portal the supporter is using.

Things to know

  • Anyone with access to the shared inbox can open either record. That includes saved payment methods and tax documents. If your supporters need privacy from each other, give each person their own email.
  • The last record used wins next time. If one spouse switches to their own record, the next sign-in for that email opens that record, even from another device.
  • Merging is not the answer for two real people. Merge only true duplicates of the same person. See How to Merge Duplicate Records in WeGive.

Giving each person their own sign-in

  1. Ask each spouse to use a distinct email address.
  2. Update the email on one supporter record, in your CRM if that record syncs from it, or on the supporter’s profile in the dashboard.
  3. Updating the email gives that person a sign-in with the new address. It does not remove the existing access through the shared address. To remove it, open Database → Donor Logins and archive the login you no longer want. See Donor Logins.

Troubleshooting

  • “My spouse’s giving shows up when I sign in.” Open the account menu, choose the account button, and select your own name under Related Accounts.
  • “I only see one account.” Related Accounts lists one entry per supporter record on that email. Confirm in the dashboard that both records carry the shared email address and belong to the same organization.
Last modified on November 5, 2026