Supporter / Member Portal Settings

The Supporter Portal settings allow your organization to control what information supporters and members can view and edit directly from their portal.

These settings help you balance self-service convenience for supporters with data consistency and control for your organization.

What are Supporter Portal settings?

Supporter Portal settings define:

Whether members can update their own profile information
Whether donors (non-members) can update their profile information
Exactly which fields supporters are allowed to edit

All changes made by supporters are applied directly to their contact record in BetterUnite.

Where to find Supporter Portal settings

Go to Settings
Select Supporter Portal from the left-hand menu
Review and update your portal configuration
Click Save Portal Settings when finished

Allow profile updates by Members

When enabled, members can update their own contact information from the supporter portal.

Applies to supporters with an active membership
Useful for keeping member details current without staff intervention

You can enable this independently from donor updates.

Allow profile updates by Donors

When enabled, donors (who may not have memberships) can update their own contact information from the portal.

Ideal for recurring donors
Helps reduce administrative data updates

If this option is disabled, donors will have read-only access to their profile.

Choosing which fields supporters can edit

Under Editable Fields, you can select exactly which contact fields supporters are allowed to modify.

Common examples include:

Address
Phone numbers
Company name
Date of birth
Employer
Job title
Occupation
Custom fields (such as dietary preferences)

Only the fields selected here will be visible and editable in the supporter portal.

How this affects the supporter experience

When supporters log into the portal:

They can only edit fields you’ve explicitly enabled
Changes are saved instantly to their profile
Membership and giving data remain protected and read-only

This gives supporters flexibility while maintaining accurate records.

Best practices

Enable edits for fields that frequently change (address, phone, employer)
Limit edits on fields tied to reporting or compliance
Use custom fields to safely collect member-specific information
Review settings periodically as your organization grows

Important notes

Portal access requires email verification
Supporters access the portal at https://betterunite.com/portal
These settings apply to all supporters across your organization