---
title: How the Transaction Portal Works
description: transaction portal
---

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# How the Transaction Portal Works

The Transaction Portal is the self-serve page at [**pinecone.humanitru.com/portal**](https://pinecone.humanitru.com/portal) where a donor can look up their own giving history and manage an active recurring gift — no account or password required.

**Getting In**

There's no username or password. A donor authenticates with a signed link, delivered one of two ways:

1. **Donor requests access.** They enter their email on the portal's landing page, or a staff member generates a link for them directly from Alpine (pinned to that donor's organization).
2. **A signed link goes out.** The portal emails a link carrying a cryptographically signed token — no shared secret, so it can't be guessed or reused across donors.
3. **The link is good for 60 minutes.** Unused past an hour, it expires and the donor has to request a fresh one. Once inside, every page and download reissues a new token automatically, so an active session doesn't time out mid-browse.

The portal is available in English and Spanish.

**What Shows Up**

The list a donor sees is pulled live from Alpine at the moment they open the portal — it isn't a copy that lives only in Pinecone. The rule for what's included has nothing to do with where a transaction came from: any Donation, Membership, or Ticket action tied to that donor's email shows up, regardless of which system created it.

| Source | Appears in portal | Recurring-gift controls |
| --- | --- | --- |
| Pinecone (giving page, ticketing) | Yes | Full |
| Eventbrite | Yes | View only |
| ACME | Yes | View only |
| Ticketure | Yes | View only |
| Manually entered in Alpine | Yes | View only |

**Good to know:** There's no toggle to hide a particular integration from a donor's view — sourcing isn't a filter option today, by design or otherwise.

**Heads up:** Alpine's "verified" flag — the one that gates most reports and Stewardship Automation segments — is **not** checked here. An unverified action still shows up in a donor's own transaction history.

**Recurring Gifts**

The list treats every source equally, but managing a gift is different — that only works for donations that originated in Pinecone, because only those have a local payment record behind them. For a Pinecone-native recurring donation, a donor can:

- Change the payment method on file (card or ACH, if you accept this)
- Push the next charge date out (must be a future date)
- Cancel the recurring gift outright

A ticket purchased through ACME, or a membership synced in from Ticketure, still appears in the list — the donor just can't act on it from here. There's nothing to manage: no local record, no controls.

**Viewing & Exporting**

The on-page list paginates at nine transactions per page and can be narrowed to a date range. The same date range applies if the donor downloads a CSV instead. The CSV includes:

- Action ID — internal record id
- Donation ID — Humanitru id
- Transaction Date — M/D/YYYY, local time
- Transaction Type — Donation / Membership / Ticket
- Amount — dollars paid
- Fair Market Value — dollar value of goods/services received
- Tax-Deductible Amount — Amount minus Fair Market Value

**More Than One Org**

Humanitru hosts many separate nonprofits, and a donor's email isn't unique to one of them. If the same address has given to more than one client organization, the self-requested flow shows an org picker so the donor can switch between giving histories. A link a staff member generates from Alpine skips that step — it's pinned to that one organization from the start.

**Notes for Support**

- **"I don't see my ticket purchase"** is rarely a portal bug — check that the action exists in Alpine under that donor's email as kind Donation, Membership, or Ticket. If it's there, it will show, unverified or not.
- **"I can't change my card"** on a gift that wasn't made through Pinecone is expected, not broken — see Recurring Gifts above.
- If Alpine can't be reached for a donor's email at all, the portal silently falls back to Pinecone's own local records for that donor as a last resort — donors relying on this path only ever see Pinecone-native transactions.
- A stale "link expired" complaint almost always means more than 60 minutes passed between the email landing and the click — resending is the fix, not troubleshooting.

*Reference for the Transaction Portal (pinecone-rails / alpine-rails). Reflects the code as of September 2026 — behavior can change with future releases.*

- [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#main-content)

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