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Self-Service Portal

The Self-Service Portal (My Profile) lets members view and manage their own information without needing admin assistance.

What Members Can Do

Edit Their Profile

Members can update their own contact information, address, and personal details. Changes are saved immediately.

Privacy Toggles

Members control their visibility in the directory:

  • Toggle whether their profile appears in the member directory
  • Choose which contact details (email, phone, address) are visible to other members
  • Upload or remove their profile photo

View Giving History

Members can see a complete list of their donations and contributions, including:

  • Donation date and amount
  • Fund or fundraiser the gift was directed to
  • Payment method used

Download Giving Statements

Members can generate and download their own giving statements as PDF files:

  1. Select the year
  2. Click Download Statement
  3. A PDF is generated with all donations for that year, suitable for tax purposes

See Giving Statements for more details on statement configuration.

View Attendance

Members can see their own attendance history, showing which services and events they have attended.

Accessing the Portal

Members access their portal by logging into FaithAdmin with their credentials. They are automatically directed to the My Profile page rather than the admin dashboard.

What Members Cannot Do

Members do not have access to:

  • Other members' private information
  • Admin settings or configuration
  • Financial reports or aggregate data
  • Management functions (editing other profiles, managing events, etc.)
ipucu

Direct new members to the self-service portal so they can verify their information and set their privacy preferences right away.