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Neon Portal: Organization Profile

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System Logic

Topic: Organization Profile Management Product: Neon Portal 

Summary Panel

The Summary Panel provides central management for core organizational data.

1. Select your organization.

The My Applications dashboard features application tiles for Neon Pay, Neon CRM, Arts People, and Neon Fundraise, each with an Open button. The My Organizations dropdown is open, and a cursor is shown selecting the Neon One organization from the list. Global navigation icons and a Log Out link are visible at the top right.

 

For a video version of this information, select the Academy link below:

Modify Your Organization Information in the Neon Portal

  • Organization Details: View and edit the organization name, EIN/Tax ID, time zone, and addresses (billing and shipping).
  • Websites: Displays Neon Websites automatically and allows manual entry for unaffiliated sites (e.g., Facebook).
  • Key Contacts: Manage Primary, Technical, and Billing contacts.
  • Update Requirement: Changes to key contacts must be submitted within three business days per the Terms of Service.
  • Editing: Use the edit pen icon to modify information; ensure changes are saved.

This Summary page for Thompson, Kessler and Flatley displays key organizational details. It includes the ID (2), EIN (449549381), and UTC time zone. Contact information is listed for Primary, Technical, and Billing roles. The record shows a created date of November 12, 2020. It was last updated on February 14, 2025. An Edit icon is located in the top right corner.

To change any of the Summary information, click the edit pen. Be sure to save your changes.

The organization edit screen shows several fields. Technical Contact and Billing Contact are populated via dropdown menus. Address fields for Shipping City, State, and Country remain empty. A pink arrow points to the blue Save Changes button. A Cancel link is also available on the left.

Training and Implementation Panel

  • Status Tracking: Displays orientation status and available training hours.
  • Point of Contact: Identifies the assigned Implementation Consultant.
  • Support Options: Lists available support tiers for the organization.
  • Inquiries: Contact the Implementation Consultant or Client Account Manager Team for training or support questions.

For a video version of this information, select the Academy link below:

Navigate the Training and Implementation Section of the Neon Portal

 

The Training and Implementation section lists support and module statuses. Training Hours Remaining is set to 0 Hours. The CRM module is in the ORIENTATION phase. Other modules, including AP, NGD, and Fundraise, are marked as NOT PURCHASED. An implementation consultant is assigned, and support is currently provided via Ticket.

People Management Table

The People Management section facilitates contact administration and training oversight.

Contacts Tab

  • Active Filter: Defaults to Active status; switch to Inactive to view or reactivate previous contacts.
  • Data Fields: Includes Name, Email, Job Title, Phone Number, Portal Contact Role, Application Access, Last Active (last login), and Status.

For a video version of this information, select the Academy link below:

Manage Contacts in the Neon Portal

Portal Contact Role: Portal Admins can manage the Org Profile; Portal Users cannot. This role does not affect permissions in other Neon products.

The People Management dashboard allows you to manage user accounts. You can use the filters (1), search bar (3), and contact table (2) to find users, then use the actions menu (4) to manage them or the Create Contact button (5) to add new ones.

Search Logic: Search by email, first name, or last name (cannot search both name fields simultaneously).Editing Restrictions: Emails cannot be modified; changing an email requires creating a new contact.

The People Management dashboard shows an open actions menu for a contact. Options include Manage Contact, Deactivate Contact, and Reset Password.

 

The Manage Contact panel allows you to edit a user's name, job title, and email. You can also assign an Organization Role, such as Admin, which provides access to the organization profile and contact management.  The Assign Role section allows you to designate a user as a Primary, Billing, or Technical contact. You can also update their Phone Number and save these changes using the Update button.

Your contacts can also edit some of these fields themselves on their User Profile.

The New Contact side panel allows you to enter basic information for a new user, including their First Name, Last Name, Job Title, and Email. You can also assign an Organization Role via the dropdown menu to define their access levels.  The New Contact panel continues with options for Phone Number and role assignment. You can designate the user as a Primary, Billing, or Technical contact. The Product Access section shows availability for Neon Pay and Neon Websites, noting that permissions for some apps are managed externally.

Training Tab

  • Enrollment Tracking: Review Neon One Academy status for all organization contacts.
  • Progress Metrics: View lessons completed and filter by Course Title or completion status (Not Started, In Progress, Complete).

For a video version of this information, select the Academy link below:

Review Completed Training Courses in the Neon Portal

 

The Training tab in People Management tracks user progress through educational courses. The table displays names, email addresses, course titles, and lesson completion counts. Each entry features a status badge such as IN PROGRESS, COMPLETE, or NOT STARTED. Users can filter the list by course title and status or use the search bar to find specific people. The dashboard also includes a Create New button and pagination controls at the bottom.

 

The Training tab in People Management shows a filtered view of user progress. A pink arrow points to the Status filter, which is set to Not Started. This filter narrows the table down to a single contact, Isabella Lubowitz, for the course "CRM Open Office Hours." Options to Reset Filters and Save Filters are visible next to the status dropdown.

 

The Training tab in People Management shows a search in progress. A pink arrow points to the search bar, where the name "antwan" has been typed. This narrows the table results to show only the training records for Antwan Kerluke, highlighting his progress in two different courses.

The Training tab in People Management features a sortable list of user course data. A pink arrow points to the Name column header, which allows you to sort the table alphabetically. The list currently shows training progress for users including Antwan Kerluke, Isabella Lubowitz, and Ken Klein.

Products Tab

View all Neon One products available to your organization within the Products tab. Here you can sort by status. 

The Products section displays your organization's active subscriptions and features. The table shows Neon CRM on the Impact package, with several included modules like Store, Surveys, and Volunteer. The contract is currently ACTIVE, with a start date of January 13, 2025, and an end date of January 6, 2026. You can filter the list by status or adjust the number of items shown per page using the dropdown menus.

Offboarding: When Someone Leaves

1. Navigate to the Organization Profile and select the contact.

The People Management dashboard shows an open actions menu for a contact. The cursor is hovering over the Deactivate Contact option to disable user access. Other available actions in the menu include Manage Contact and Reset Password.

2. Select Deactivate from the Action Menu.

The Deactivate Contact confirmation window appears for a user named FirstName Manager. It warns that deactivating the contact will remove their access to all Neon One applications for the organization. Because this user is currently a key contact, the screen requires selecting a new Primary Contact and Technical Contact before proceeding. You can then click Deactivate to confirm or Cancel to go back.

3. Access Removal: Deactivation immediately revokes access to all Neon applications except Arts People and NGD (must be removed in-app).

4. Key Contact Exception: Primary, Technical, or Billing contacts cannot be deactivated until a replacement is designated.

5. Partial Access Removal: If an individual is staying with the organization but needs specific app access removed, deactivate the user within that specific application instead.

FAQ

Visibility: Only Portal Admins can view the Org Profile.

The People Management dashboard displays a table of active contacts. A pink box highlights the Portal Contact Role column, showing roles like Admin and User for various staff members. This column helps identify which users have administrative permissions within the portal.

Last Active Discrepancy: The Last Active column tracks the most recent login for an email across the Neon ecosystem; a deactivated user may show activity if they belong to multiple organizations.

Expired Invites: If a contact with Portal or Websites access did not receive an invite, send a new invite from the Organization Profile.

The People Management dashboard shows an open actions menu for a contact. The cursor is hovering over the Resend Invite option. This allows administrators to send a new invitation email to users who haven't yet joined or activated their accounts. Other options include Manage Contact and Deactivate Contact.

 

Contacting Support: Email the Customer Account Manager(s) for questions regarding Org Profile data.