Get help

Check your username or email, password, and tenant ID. Use the tenant ID your administrator gave you. Leave it blank only for a host account.

If your account uses an outside sign-in service or multi-factor authentication, choose Open existing app. The new workspace does not support those sign-in methods yet.

My session ended

Sessions last 15 minutes. A page reload also requires a new sign-in. Sign in again to return to the account workspace.

My organization or file is missing

Check which organization you selected. The workspace shows only records you can access. Use Next page to see more records. Ask your administrator to check access if the record is still missing.

A file may appear in the list even if its stored content is missing or too large to download. Use the existing app or ask your administrator for help.

I cannot edit or send a letter

The account workspace currently supports viewing and downloading. Choose Open existing app for changes, proof approval, and delivery.

The sample portal lets you try these screens with made-up data. It never sends a letter.

My sample CSV failed

Use made-up records only. Keep the file below 100 KB and at most 250 records. Enter amounts as positive numbers, such as 25.50; leave out currency signs and commas.

A CSV fails in the existing app

Give each column a name. Do not repeat a name, even with different capital letters or extra spaces. Save the file as CSV from your spreadsheet tool so it escapes commas and quotes correctly. Keep private donor data out of support messages.

I still need help

Tell your administrator which screen you used, what you tried, and the error shown. Do not send passwords or donor files. The sample Support screen does not send a real support request.