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Navigating the Web Portal

To help you organize your work process efficiently, the DonorScape® web portal is designed around three main pages: Explore Prospects, Add New Prospects, and Generate Insights.

Access the pages using the navigation bar at the top of every screen. Click tabs and use onscreen tools to carry out the functions for each page.  Use the main menu (top right) to adjust user preferences and access administrative functions.

Navigation Bar

Types of Access

Account administrators can create an unlimited number of users in DonorScape®, with three levels of user access: Read Only, Base, and Admin The next table summarizes the privileges for each level:

Access:Read OnlyBaseAdmin
Prospects Only view prospects.(Cannot edit or add prospects.) Export prospect lists and prospect details. View, edit, and add prospects.Export prospect lists and prospect details. Perform all functions related to prospects.
Reports Create insight reports. Create insight reports. Create insight reports and custom reports.
User Control Cannot add users. Cannot add users. Add, delete, and control access for users.
Match Quality  Cannot set Match Quality levels. Set Match Quality levels, if allowed by the Administrator. Control Match Quality: Set levels for all users, allow users to set levels, or require approval for settings.
Record Ownership     Control record ownership, so users are limited to seeing only a specific group of prospects (for example, you could allow medical school personnel to see only medical alumni records).

Users Guide

Download the Users Guide (pdf)   

Questions? Need support?

Call 866.378.8540 or email

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