Embedded Files
An online interactive guide to the Fund’s User Portal
What is the User Portal?
What is the User Portal?
The Fund's User Portal provides an online support channel for our fiscally sponsored clients.
Salesforce User Portal Features
Salesforce User Portal Features
Detailed listings of donors and other revenue sources.
Access to important documents (grant agreements, vendor contracts, etc.)
Reminder notifications about upcoming grant reports.
Streamline communication to the Fiscal Sponsorship team.
How to use the User Portal guide?
How to use the User Portal guide?
This page provides a detailed overview and instructions for accessing the user portal features. It contains visual illustrations, web page maps, as well as a series of short instructional videos to get you started.
New to the Fund user portal? Start here to get your account set up and on your way to grants management.
Once you finish getting your account set up, this section will show you how to use some of the essential features on the home page of the Fund's User Portal.
This section will demonstrate the key features and elements and you how to navigate through the Fund's user portal.
FAQ / Resources
FAQ / Resources
This section provides information on frequent questions or concerns.
Drop-In Learning Sessions (Zoom)
The drop-in learning sessions are a flexible training opportunity where participants can join and learn the basics of our User Portal and how to navigate the landing page.
November 16th
9 am
December 5th
2 pm
November 28th
2 pm
December 7th
10 am
Need more assistance? Click below to schedule a one on one help session.
Page updated
Google Sites
Report abuse