Jenzabar Campus Portal Features Help Hub

Set Up Campus Portal Alumni and Donors

There are two types of setup for the Campus Portal Alumni and Donors Feature.

General & Optional Setup Campus Portal Setup

Alumni and Donors Configuration Checklist

Follow the checklist below in order. This checklist provides tasks arranged in a helpful sequence that allow a user to access and start working with these features.

  • Desktop Product

    Verify or create a J1 Desktop ID number (Name Entity and Users windows in J1 Desktop) for users who need to access features.

  • Desktop Product

    Verify or configure JICS BASE and JICS CNST to Y (Maintain Config Table window).

  • Desktop Product

    Verify or create a Campus Portal login and password for each user of Constituent features (Maintain Web Access Code window or the Dev Bio 1 tab on the Biographical Data window).

  • Desktop Product

    Verify or assign the users to the appropriate Campus Portal role to control their level of portal access (Role Membership window).

  • Campus Portal Product

    Grant the Campus Portal role access to the Constituent features. This grants all users assigned to the portal role access to the pages (Admin ToolbarAccess; may vary according to your Campus Portal setup).

  • Campus Portal Product

    Verify or add the feature to the Constituent features page  (Admin Toolbar > Options >  Add a new feature to this page).

  • Campus Portal Product

    Grant select Campus Portal roles global access to Contribution History (Site ManagerGlobal Portlet Operations page; may vary according to your Campus Portal setup).

  • Desktop Product

    Verify or designate the campaign funds to be available for online giving (Campaign Definition window).

  • Desktop Product

    Verify or designate the financial aid and scholarships to be available for online giving (Scholarships window.

  • Desktop Product

    Verify or designate the gift category funds to be available for online giving (Gift Categories window).

  • Desktop Product

    Verify or designate the memorial and honor funds to be available for online giving (Memorial/Honor Definition window).

  • Desktop Product

    Verify or designate the types of gift categories, scholarships, campaign and memorial/honor funds to which constituents can give or pledge to online (Types of Gifts Available Online window).

  • Desktop Product

    Verify or establish the cash and revenue accounts for gift categories (Gift Category Detail window > G/L Accounts tab ).

  • Desktop Product

    Verify or assign J1 Desktop user groups' information processing and notification privileges when gifts or pledges are submitted to J1 Desktop (Assign Processing and Notification Rights window).

  • Desktop Product

    Verify or configure the SMTP relay and e-mail scheduler to allow users to receive e-mail notifications. For more information, see the Notification System information in the Common Online help.

  • Desktop Product

    Verify or create the appropriate user groups (Group Definition window) to be assigned processing and notification privileges. Jenzabar automatically provides the Alumni/Donor Group, but your organization may want to create groups tailored to your organization.

  • Desktop Product

    Verify the user belongs to the appropriate user groups or assign the user to the appropriate user groups in order to be allowed to process submissions and receive submission notifications (Group Membership window ).

  • Desktop Product

    Ensure each user to receive e-mail notifications has an e-mail address. Verify or enter an e-mail address for the user (Name Entity or Maintain Addresses windows).

  • Campus Portal Product

    Verify or add the feature to the Constituent features page (Admin Toolbar > Options Add a new feature to this page).

  • Campus Portal Product

    Grant select Campus Portal roles global access to Online Giving (Site ManagerGlobal Portlet Operations page; may vary according to your Campus Portal setup).

  • Campus Portal Product

    Determine if detailed descriptions and instructions will be displayed to the constituent (Admin Toolbar > Settings > Online Giving; may vary according to your Campus Portal setup).

  • Desktop Product

    Verify or establish the online payment configuration options (A/R Configuration window).

  • Desktop Product

    Verify or determine the transaction code to be used for recording pledges/gifts (Receipt Code Control window).

  • Campus Portal Product

    Verify or add the feature to the Constituent features page (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).

  • Campus Portal Product

    Grant select administrative Campus Portal roles global access to Online Giving (Site Manager > Global Portlet Operations page; may vary according to your Campus Portal setup).

  • Campus Portal Product

    Verify or allow select Campus Portal roles to administer payments (Admin Toolbar > Access; may vary according to your Campus Portal setup).

  • Campus Portal Product

    Verify or establish an account with Authorize.Net or CashNet.

  • Campus Portal Product

    Verify or establish credit card settings, payment information configurations, and payment messages (Payment Administration and Payment Administration: Portlet Specific Payment Configuration pages; may vary according to your Campus Portal setup).