Portal Settings
There are various customizations you can make to OnTrack Portals.
Parent Portal
If you're looking for the docs on the new Parent Portal, you can view them here. These docs are for the previous parent portal, which is still available while we transition between versions.
To configure settings for the Parent and Volunteer Portals, navigate to the second tab in the SiteSetup Module. Here you can customize the following options specifically for the Parent Portals:
Initial Registration Email Template: Set up an email template that will be automatically sent when a constituent completes their initial registration via the Parent Portal. You can customize the content of this email to provide relevant information or instructions to newly registered parents.
Program Registration Email Template: Configure an email template that will be sent to parents when they register for specific programs through the Parent Portal. This template allows you to provide program-specific details, confirmations, or any additional instructions related to the registration.
Message/Disclaimer: Add a message or disclaimer that will be displayed to parents when they access the Parent Portal. This can be used to communicate important information, policies, or guidelines specific to your organization.
Remember to save your changes after configuring these settings to ensure they are applied to the Parent Portals.
Volunteer Portal
Scrolling further on the second tab of the SiteSetup Module, you can find settings specifically for the Volunteer Portal. Here are the options you can configure:
Registration Email Template: Set up an email template that will be sent to volunteers when they complete their registration via the Volunteer Portal. This template can include information such as volunteer roles, instructions, or any other details relevant to the registration process.
Message/Disclaimer: Add a message or disclaimer that will be displayed to volunteers when they access the Volunteer Portal. This can be used to communicate important information, guidelines, or any other relevant messages specific to volunteering with your organization.
Make sure to save your changes after configuring these settings to ensure they are applied to the Volunteer Portal.
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