KP Portal Help Page

KPs do not have a traditional username/password to log into KP Dashboard. KPs instead requests codes using their email or cell phone. See #2 for details.

You may go to kpdashboard.com and click "Sign In" then click on "I am a Key Person". There you will input your cell phone number or email address to request a code. Your email or cell phone must be on record with your organization for this to work! 

You can also contact your Regional Coordinator or Administrators to have them send you a login link.

Once you've selected a legislator, you will see the Tasks assigned to you by your administrator in the 'Tasks' tab (if you have any). Here you can fill in completed tasks, as well as check deadlines for your assigned tasks. Be sure to save after making any changes!

Click on the legislator's 'About' button to bring up a window with more details. Inside this detail window, you will find pertinent notes, social media links, biography, email, phone number, and other helpful information.

If you have been assigned more than 1 legislator (look at you!), then you will have multiple legislators organized vertically. Just click the pertinent legislator's name to select.

If your legislator has been assigned a secondary, tertiary, or other KPs, you will see the list in the 'About' tab just below your name. You can use the email and phone icons to contact them. It is always good practice to keep your other KPs in the loop as they may one day be KP1.

Click the pertinent legislator, then click the 'Donations' tab. From here you can click the purple 'Add' button, and record a donation. You can select one of the KPs assigned to the selected legislator, PAC, or Other. If you select 'Other' a new field will appear titled 'Donor', which will allow you to select from your organization's full advocate list, regardless of whether they're a KP or constituent.

Click the legislator you intend to solicit donations for, and click the 'Donations' tab. Then click the purple 'Request Donations for ____' at the bottom of the Donations tab. From here you can see all constituents for this legislator, as well as their contact information. Click the yellow 'Send Each a Message' and select 'Sample Donation Request'. From here you can edit your message, change the email subject, view/ remove recipients, and Send when you're ready. 

Once you've selected the pertinent legislator, select the 'Notes' tab. From here you can edit or delete previous notes, or add new by typing in the 'Add note' text box. Make sure to click 'Save when done' when you're finished!