This issue occurs because the portal user account is not linked to an individual record. To link the user account:

Steps to Link a Portal User Account

1. Go to Admin > Security Setup > Portal Users.
2. Select Edit User from the action gear to the right of the user's name.
3. In the middle of the page, click Link User & search for the individual in FellowshipOne.
4. Click Select next to the individual.
5. Click Save at the bottom of the portal user screen.

Updated March 18, 2025 17:32