Portal Configuration Settings
When making changes to Configuration Settings that affect the Portal, use the Portal Admin page to reload the settings. The "Reload Configuration Settings" button is at the bottom of the page.
The following Configuration Settings are edited in the platform and control various aspects of the Portal.
Hides the option to cancel a pledge in the portal. The default is TRUE.
Set to TRUE or FALSE. Enables or disables image uploads.
Set to TRUE or FALSE. Enables or disables the ability for mission trip participants to view the amounts of donations given to their trip's Pledge.
Set to TRUE or FALSE. Enables or disables the ability for mission trip participants to view the names and addresses of people who have given to their mission trip pledge.
Set to TRUE or FALSE. If set to true, users will be able to see all images for each Donation listed on My_Giving.aspx.
Set to TRUE or FALSE. If false, auto-login URLs will not function on the Portal. This includes links from special fields in the New Message tool and the Impersonate Portal User tool.
Prevents Background Check Report Urls from being saved to MP. Available upon request for customers who wish to override the default behavior.
Determines whether a list of Campuses, Ministries, and Programs are cached.
The label to be used where a drop-down list of Congregations is displayed.
The e-mail subject for canceled gift notifications.
The e-mail subject for event registration cancellations via my_events.aspx
The e-mail subject for canceled Pledges.
Controls the text in the final row of the Transaction and Invoice Summary during the Portal Checkout process
Text displayed by the grand total of an invoice table when payment is complete.
These are instructions the church can provide on the final page of the checkout process (step 3 of 3, complete_transaction.aspx). These instructions will display whether cart items are free or paid.
Participant_Status_ID. This is the ID representing the Participation Status of "Confirmed".
This is the ID of the security role that is required to manage custom Portal pages.
If someone tries to navigate to a Portal page that doesn't exist, this is the message they will see.
Text that is displayed on my_contribution_statement when no donations are found for the selected accounting company record.
Set to TRUE or FALSE. If true, Group Finder does not return Groups in the search results if the number of pending Inquiries plus the number of Participants exceeds the Target Size. If false, only the number of Participants is considered against the Target Size in determining whether a Group displays in the search results.
Contact_Status_ID. This is used if a new Contact is created.
Default currency value for pledges, donations, and/or payments if no currency is specified.
Program_ID. This is used when events are created via My Groups.
Event_Type_ID. This is used when events are created via My Groups.
(19 = Website) This is used if a new Household is created through the application that uses this value.
Program_ID. This ID is used if a Mission Trip (Pledge Campaign) has no Program specified but is available on mission_trip_giving.aspx.
Default Participant ID used when creating a new Participant record
Participant_Type_ID. This is used if a new Participant record is created.
This specifies the page that users will be taken to after successfully logging in.
Statement_Frequency_ID. This is used if a new Donor record is created.
Statement_Method_ID. This is used if a new Donor record is created.
Statement_Type_ID. This is used if a new Donor record is created.
Identifies the Sub_Page_ID of the Distributions tab on the Donations page.
If true, the completed Background Check will be downloaded and attached to the Background Check record. The completed Background Check can also be accessed via the Report URL.
Use this setting to define the primary email domain of your organization. Emails from users with this domain will NOT be proxied.
Defines the from email to be used when the sender is not on EmailDomain. This allows other domains to send email through your domain. This address will be used in the FROM field and the actual sender will be used in the REPLY TO field.
Recommend leaving this email@example.com. This is the from address for automated error emails. Support may change this to a different email if your system is unable to send email from firstname.lastname@example.org.
Identifies the Sub_Page_ID of the Groups tab on the Events page.
Set this to an email address that will receive notifications when user accounts fail to be created. Leave this blank to disable the notification email.
Event_signup.aspx. If any product options for an event registration are free, this text replaces the dollar amount.
These are additional instructions that are only displayed if there is no balance due in the cart. You can inform users that they need to complete the final page to register for free events.
Group_Type_ID. This ID is used to define what groups can be displayed on the Group Finder.
Configures the From Email Address when people sign-up for groups. If blank, the emails do not send. The default is blank to disable the email.
The e-mail subject for newly created Pledge records.
Campaign_Type_ID. Identifies the Pledge Campaign Type for Mission Trips.
PORTAL : MissionTripCostLabel
Use this setting to customize the Mission Trip Cost label for your church culture.
The label for the list of available mission trips on mission_trip_giving.aspx.
The main page header for mission_trip_giving.aspx.
Contact Log entries assigned to be Made By this User ID will appear on the My Calls page and be visible to all call team members. They can take over that contact log entry.
E-mail address that will send all notices relating to "My_Calls".
Individuals with this security role can use the My Calls page of the public portal.
Text for the "cancel" button on my_events.aspx
Text for the "confirm" button on my_events.aspx
Congregation_ID. This is used when a new Group is created via Suggest a Group.
Ministry_ID. This is used when a new Group is created via Suggest a Group.
Group_Type_ID. This is used when a new Group is created via Suggest a Group.
Set to TRUE or FALSE. If disabled, the Portal will not allow users to create new user accounts if the information provided on the new account form (login.aspx) does not match an existing contact record.
Message displayed when a Portal user is attempting to create a new user account and the information provided is not accepted. Displayed from login.aspx when NewUserCanCreateContact is set to FALSE or the email address the new users is attempting to use is already found in our database.
The e-mail subject for new user account requests.
E-mail address that will send all notices relating to new user account creation, forgotten passwords, etc.
Text that appears when someone accesses the my_user_account.aspx page via a special URL and they do not yet have a user account record.
The e-mail subject for all online contributions e-mails.
E-mail address that will send all notices relating to online contributions
Use this setting to hide specific columns from the Online Statement. Valid options are comma delimited and include paymentmethod, itemnumber, designation, currency.
Use this setting to configure the Statement Method ID that corresponds to online or email. The default value is 2 (email/online).
The label to be used where a drop-down list of Parent Groups is displayed. (group_finder.aspx)
The e-mail subject for event registrations and balance payments.
E-mail address that will send all notices relating to Event Registrations.
PORTAL,PendingGroupRoleID *Deprecated as of the November 2016 Report & Database Release*
Group_Role_ID. Identifies the Group Role used to create a Group Participant record for someone that signs up for a group (via the Group Finder). These people are found by group leaders under my_group_members.
my_pledges.aspx. Controls the text displayed to a user when a Pledge with a status of "pending" is displayed.
This defines the security role by ID that is allowed to access the PortalAdmin interface. This defaults to 2 which is the id for the Administrator role.
Visibility_Level_ID. This is used to determine which events are labeled "Public" and therefore will show on event_calendar.aspx.
Participant_Status_ID. This is the ID representing the Participation Status of "Registered".
Relates to the Share Link on mission_trip_giving.aspx. Allows a church to change the help text next to the URL text box.
Displays the currency my_contribution_statement.htm
Set to TRUE or FALSE. Determines whether or not group primary contact's home phone number should be shown for Groups on the Group Finder.
Set to TRUE or FALSE. Enables or disables the share link's visibility on mission_trip_giving.aspx.
Displays the currency on my_giving.aspx
Displays the processing status on my_giving.aspx
1 = Statement Header 2 = Statement Title 3 = Full Detail (Statement title used unless event title exists. Name of the person whose pledge was credited appears if it was someone other than the donor.)
Text on the "suggest a group" button found on group_finder.aspx.
URL for the page that handles new group suggestions.
Defines how many hours may pass before encrypted urls will expire. The default is 24.
Set to TRUE or FALSE. Enables or Disables the online directory page and the directory preferences on my_user_account.aspx
E-mail address that will send all notices relating to "My_Events".