When you begin using and configuring your Member365 account, one of your first steps should be to set up your Member Portal, as almost all of your users’ interactions with your system take place there. We’ve compiled a list of a number of handy guides that will teach you how to configure your Member Portal, how to provide access or edit credentials, and how to use certain features exclusive to the user-facing side of the system.
Configuring Your Member Portal
To get started, follow these instructions to configure the banner image, welcome message, and other pre-written messages displayed to users when using the Member Portal.
Managing Non-Member Access
Member Portal access is automatically granted to members, but in some cases, you may wish to grant Member Portal access to non-members. The next few guides relate to setting the rules for and granting non-member access.
You can decide which features are available to non-members who are given Portal access. To do so, read the following guide:
Assigning a Non-Member Portal Account
Follow this guide to provide portal access to a specific non-member user:
Non-Member Portal Invitations
To edit the text of the invitation that will be sent out when access is granted, use this guide:
Permissions and Credentials
This guide will show you how to provide a new username and password to a Member Portal user:
Creating Portal Administrators
If you wish to make a user a portal administrator, capable of editing features of the Member Portal but not necessarily the Administrator Dashboard, follow this guide:
The Workspace feature can only be used through the Member Portal. Here’s how to create one and configure some basic settings: