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The Donor Portal gives your supporters a self-service hub where they can view their giving history, manage recurring donations, update their information, and download tax statements. This article explains how donor authentication works, how to grant a supporter access, and how to manage logins from the dashboard.

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How donor login works

WeGive’s donor portal uses passwordless, two-factor authentication. Donors do not create or remember a password. Instead, they sign in with a one-time code delivered by:
  • Email — a verification code sent to the email address on file
  • SMS — a verification code sent to the phone number on file
You can enable email auth, SMS auth, or both. If both are enabled, the donor chooses their preferred method at sign-in. Sessions are tracked per device, and you can review login activity at any time. Magic links are also supported. When a donor clicks a sign-in link from an email or admin-generated URL, they are automatically authenticated and dropped into their portal.

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Configuring donor login

Donor portal settings live under Settings → Portal Profile Settings in the dashboard (searchable as “Portal Settings” — not “Donor Portal → Customization,” which was the prior dashboard’s naming). The page is split into three tabs: Set Up, Navigation, and Advanced Settings (not “Setup / Profiles / Navigation”).

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Advanced Settings (Appearance → Authentication)

Authentication and most self-service toggles live under the Advanced Settings tab’s Appearance section:
  • Email authentication — toggle on to allow donors to sign in with an emailed code
  • SMS authentication — toggle on to allow donors to sign in with a texted code, then choose the SMS number that will send the code
  • Manage communication preferences — let donors update their email/SMS/mail subscription preferences
  • Manage visibility — let donors control how they appear on leaderboards and public fundraisers
  • Group management — let donors invite household or company members
  • Offline recurring plan interaction — let donors edit recurring plans that were created offline
If both email and SMS auth are turned off, donors will not be able to sign in. Make sure at least one is enabled before sharing a portal link.

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Advanced Settings (other sections)

Choose which profile sections appear in the portal — Lifetime Impact, Impact Cards, Impact Stories, Badges, Tax Documents, Payment Methods, Pledges, Recurring, P2P Fundraising, Visibility, Fees, Preferences, and more. Each section can be shown or hidden depending on what your organization wants the donor experience to look like. Configure the portal’s header and menu navigation. You can show or hide links for: Profile, Recurring Plans, Payment Methods, Statements, Preferences, Checkout, P2P creation, Pledge creation, Inbox, and your logo. You can also add custom navigation buttons that link to external pages (for example, a program page on your main site).

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Granting a donor portal access

Portal access is not automatic. Donors only get a login when an admin creates one — or when the donor has an active login from a prior session. To add a login from the dashboard:
  1. Open the supporter’s record
  2. Go to the Actions tab
  3. Click Add Login
  4. Enter the user’s name, email address, and phone number
  5. Click Save
Once saved, the user can sign in using the email or phone number you entered.

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Multiple logins per donor (household sharing)

A single donor record can have more than one login attached to it. This is useful for household giving, where a spouse or partner needs access to view shared giving history, or for a company donor where multiple people need portal access. You can also designate household members as Admin or Member to control who can edit shared information versus just view it. Pending invitations show in the household section until the invited user accepts.

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Viewing and managing donor logins

To audit which users have portal access across your organization, go to Database → Donor Logins in the dashboard (not “Portal → Profile Logins” — that nav path doesn’t exist in the current dashboard). The page is titled All Donor Logins. The table shows:
  • ID — the login record’s ID
  • Email — the email of the person with the login
  • Donor — the supporter record the login is attached to
  • Donor Type — Individual or Company
  • Date Created — when the login was added
  • Last Used — the most recent sign-in timestamp
For each login record you can:
  • Archive — remove access without deleting history. The login is preserved and can be restored later.
  • Restore — reactivate a previously archived login.
  • Tag — apply supporter tags for segmentation.
  • Filter — switch between Active and Archived logins, search by name or email, and filter by donor type (Individual or Company).
Clicking into a login record shows session details including IP address, user agent, browser, platform, and device type.

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What donors can do once signed in

The exact experience depends on which sections you’ve enabled in Donor Portal → Customization, but the full feature set includes: Giving and impact
  • Lifetime Impact summary (total donated, fundraised, pledged, soft credits, referrals)
  • Full giving history and timeline view
  • Impact stories and recent activity feed
  • Gamification badges for milestones like first donation, recurring donor, and fundraising goals
Recurring donations
  • View all active and inactive recurring plans
  • Edit amount, frequency, next charge date, designation, tribute, or end date
  • Pause a plan for 1, 3, or 6 months — or indefinitely
  • Update or change the payment method
  • Toggle fee coverage
Payment methods and tax
  • Add, remove, or archive saved payment methods
  • Set a default payment method
  • Download tax receipts for eligible donations (if your org enables tax statements)
  • Make a one-time donation through your default checkout
Profile and household
  • Update preferred email, phone, and display name
  • Update mailing and billing addresses (changes sync back to the main platform)
  • View household-level giving and invite/manage family members
  • View company or group affiliations
Communication preferences
  • Manage email, SMS, and mail subscription preferences
  • Subscribe or unsubscribe from specific lists
  • Global opt-out from all communications
  • Visibility settings for public-facing displays
Engagement tools
  • Create, edit, and share P2P fundraisers (if enabled)
  • View and create pledges (if enabled)
  • Manage event registrations and tickets
  • Access donor chat/inbox (if enabled)

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Troubleshooting tips

  • Donor can’t sign in: Confirm at least one auth method (email or SMS) is enabled under Settings → Portal Profile Settings → Advanced Settings → Appearance, and that the email or phone number on the login matches what the donor is entering.
  • Donor didn’t receive the code: Check spam/junk for email codes. For SMS, confirm the phone number is in the correct international format and that your auth SMS number is configured.
  • Donor sees the wrong donor record: A login is tied to a specific supporter record. If a donor has multiple records (a known duplicate situation), make sure their login is attached to the correct one.
  • Need to revoke access: Archive the login from Database → Donor Logins. The user immediately loses portal access but their history is preserved.