How to Grant or Revoke Access to a Member Portal Account

This article will guide you through locking or unlocking a Member Portal account, thereby revoking or granting that contact’s access to the Member Portal.

Accessing Permissions

1. Log in to your Member365 Administrator Dashboard.

2. Click the ‘Search Contacts‘ bar at the top, enter the contact’s name or email address, and click the corresponding entry when it appears in the drop-down menu.

3. On the contact profile page, find and click ‘Permissions‘ on the left-hand side.

Setting Permissions

4. On the ‘Member Portal & Workspace Access‘ tab, under ‘Member Portal Access‘, toggle it from "No" to "Yes" to grant access. Toggle it the box to "No" to revoke access.

You will receive a prompt letting you know that the member portal access has been granted. 

You can also grant or revoke permission for the contact to be a Member Portal Administrator using the the toggle below: "Do you want this contact to be a Member Portal Administrator?" Toggle it to 'Yes' to grant this permission. Toggle it to 'No' to revoke this permission.

Congratulations, you have toggled this user’s access to - and administrative privileges in - the Member Portal!