Virtue

How to sign up for our platform as a partner

Signing up for Virtue for Partners

Signing in to Virtue for Partners

Setting disclsoures

Adding causes for your organisation

Viewing donors

Rejecting donors

Viewing donation pipelines

Viewing payouts and donations

Inviting team members to the partner account

Exporting data

Donor Campaigns

How businesses can get started with fundraising for your organization

Learn how recurring donations are processed in Virtue

Recurring donations

Onboarding for eCommerce Donors - Virtue for Partners

Here is a detailed onboarding guide for all SMB Donors donating via Virtue for Partners

Onboarding for SMB Donors - Virtue for Partners

Liam Houlahan

Virtue for Partners

Marketing site

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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