Step 1: Add a login to the supporter record
- Open the supporter’s record in WeGive.
- Click the three-dot menu (⋮) in the top right of the record.
- Select Add login.
-
In the Add Login window, enter your name and an email address using a
+donornamevariation of your own email. For example, if your email is[email protected]and the supporter is “John Smith”, use:This routes all portal emails to your normal inbox while creating a distinct login tied to this supporter. - Add a phone number if prompted, then click Save.
+ variation matters: it gives you a unique login that you control and can easily identify and remove later, without affecting the supporter’s own login.
Step 2: Get the portal sign-in link
- Go to Portal Settings.
- On the Set Up tab, find Default Sign In URL at the top.
- Click it to copy the link to your clipboard (you’ll see a “Default Sign In URL copied to clipboard” confirmation).
Step 3: Log in to the portal
- Open the copied portal sign-in link in your browser.
- On the Login to your profile screen, enter the
+donornameemail you just created (e.g.,[email protected]). - Click Login to your account and complete the sign-in.
Step 4: View the portal
Browse the portal as needed to confirm what the supporter sees. Again, note that the payment method is not accessible through impersonation — everything else in their portal view is.Step 5: Remove your access when finished
Once you’re done, remove the login you created so it doesn’t linger on the supporter’s record.- From the supporter record, go to the Portal tab and scroll to the Logins section (or open All Donor Logins and filter by the donor).
- Find the login with your
+donornameemail. - Select it using the checkbox.
- Click Archive to remove the access.