Learn about the User Portal

The Give Lively User Portal is a secure feature that provides donors and admins alike with the ability to:

• view and edit their personal account details (name, email, password)
• view payment history for their personal donations and event ticket purchases
• view a history of active and past recurring donations they have made
• manage recurring donations by pausing, canceling, or changing the associated payment methods with them
• view a list of Peer-To-Peer (P2P) Fundraising Pages that have been created under their e-mail address

All donors can log into their user portals through the following link: https://secure.givelively.org/users/sign_in

IMPORTANT NOTES: 

+ If you are a Give Lively nonprofit admin, you first will be taken to the Nonprofit Admin Portal of your nonprofit when you log in. To go to the User Portal, click on your email at the top right of the navigation bar and select "User Portal" from the dropdown. When in the User Portal, you can find your way back to the Nonprofit Admin Portal the same way.

+ If you are not a Give Lively member nonprofit but you have access to the Reports Portal, you can navigate from there by clicking on your email in the upper right-hand corner of the screen and selecting “User Portal”.

Changing Account Information

The "General Information" tab is where you go to change the name, email address, and local time zone of your account. 

After making any change make sure to save your changes by entering your password at the bottom of the page. A green message will appear at the top of the page saying “Your account has been updated successfully” when the edits have been saved.

Change Email Address

After changing your email address and saving your changes, a confirmation email will be sent to the new email address you’ve entered. Confirming your e-mail address through that email is necessary to save your change. 

Once that’s done your new email address will be the one you use to log in going forward. As a security measure, an email alert is sent to the old email address to notify them of this change.

Change Local Timezone

Changing your account’s time zone will affect the date and time shown on your email receipts. Making this change could be important for your own tax records.

‍If you are an admin for a nonprofit, changing your account’s time zone will not affect the dates and times of the reports you download from your nonprofit’s account. This will only change the date and time on your personal donation receipts. Additionally, if you are viewing a donor’s receipt through your line items report, the time zone shown on the receipt will match the donor’s personal user account settings.

Managing Recurring Payments

If you're looking to manage any active subscriptions, or to take a look at past ones, the "Recurring Payments" tab is where you'll want to be. In this tab each of your subscriptions will have a green "Manage" button which you can click on to cancel or pause a recurring payment, as well as change the payment method on that subscription.

If your user account has only one payment method then you will need to add a new one before you can remove the existing one.

Pausing a Recurring Payment

If you don’t want to cancel your recurring donation, but want to avoid being charged on an upcoming date, you can pause the subscription payment through the “Manage” button. The pause will stay indefinitely until you choose to unpause it.

Pausing and unpausing does not affect the date the subscription was made. Once you have decided to unpause that subscription you will be charged only when it’s the same date as your subscription. 

Here’s an example!

Say you have a recurring payment on the 10th of every month. It is currently March 13th, which means you paid 3 days ago. You’ve decided you do not want to pay the upcoming payment on April 10th. You can pause your subscription to make sure you’re not charged. Fast forward some time, it is now June 21st and now you want to restart your paused subscription. Unpausing that day will not result in a charge because the original subscription was started on the 10th. So in this example, the unpaused subscription will next charge you on July 10th.

Viewing Payment History

From this tab you can view all donations you’ve made through this email address, including a view of each individual receipt.

At the start of each year a link is made available at the top for you to download a tax summary of the previous year’s donations for your own records.

Donation Reallocation

This section of the User Portal is only relevant to users that have donated through Charity Navigator’s Giving Basket.

Fundraising Pages

If you have created P2P Fundraising pages with the e-mail address associated with your User Account, those pages will appear in this section. You can click on the “Manage” button for your P2P pages to be taken straight to their individual editing dashboards. This page will also display whether your P2P page is associated with a team page or not.