Currently, there is no way to toggle off the Member Portal in Member365.
You can, however, edit your settings to ensure that some – or all – members are not sent login details. A member without login details cannot access the Member Portal: it is effectively disabled for them.
Disable Membership Category Login Details
Every Membership Category has its series of email templates that send automatically throughout the application, renewal, and approval process. A quick summary of the email templates available can be found here.
The email template that grants portal access is called the ‘Welcome Email‘. Steps to access your Membership Category’s Welcome Email will follow.
Finding the Welcome Email
1. From the Member365 Administrator Dashboard, hover over ‘Membership’ in the navigation bar and click 'Category Setup' from the dropdown.
2. Locate the Membership Category whose Welcome Email you wish to edit, then click its name.
3. From the list of tabs on the left of the page, click ‘Automated Emails’
4. Scroll down to the 'Welcome Email' box
Disabling the Welcome Email
5. Look for the ‘Membership Welcome’ email, as this is the email that welcomes contacts to the member portal, and set the Status to 'OFF'
6. Alternatively, you can still send out a welcome email (leave Status set to ON), but you will need to edit the contents of the email to remove any reference to the Member Portal, Usernames, and Passwords.
And remember to 'Save Updated Email' after you have made the desired changes.
7. Repeat Step 6 for all templates under this 'Automated Emails' tab to be thorough. For an explanation of what each template does, continue reading here.
When the Welcome Email specific to a Membership Category is disabled, the System Default will send in its place. Continue reading through the next header to locate and edit that template as well.
Remember to always click ‘Publish’ when you edit a Membership Category, to confirm all changes that you have made.
Disable System Default Login Details
Once you disable the ‘Welcome Email’ within a Membership Category, the System Default will just take its place. As such, you also need to locate and edit the System Default Welcome Email to ensure that no login details are sent to your members!
8. From the Member365 Administrator Dashboard, click ‘Configuration’ at the top of the screen.
9. Scroll through the list of configuration options, and click ‘Setup’ in the ‘System Emails’ box.
10. Locate and click on ‘Welcome Email’ from the list of templates (use the search bar, if necessary).
11. Delete all references to the Member Portal, Usernames, and Passwords, then click ‘Save’.
12. Repeat Step 11 for ‘Welcome Email With Member Portal Access’ and ‘Launch Email’ to be thorough.
The System Defaults only send when the Welcome Email in a Membership Category is disabled.
As such, even if you edit your System Defaults, you still need to go into each Membership Category and disable its Welcome Email if you don’t want its members to have portal access!
Congratulations, you now know how to prevent your members from receiving login details to the Member Portal!
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