How to Hide a Membership Category from the Member Portal

Christine

November 08, 2020 18:41

Note

This feature is only turned on if requested. If you would like this feature in your Member (or Non-member) Portal, please contact support.

On the Member Portal, there is a button labeled ‘Explore Memberships’. When a Member clicks ‘Explore Memberships’, they will see a list of your Membership Categories and the corresponding application links.

Can you hide which Membership Categories appear through this button? Yes! Continue reading to learn how to hide a Membership Category from the portal.

Note

The following steps will only work for Contacts who are Members.

Non-Members with Portal Access will always see a full list of Membership Categories upon clicking ‘Explore Memberships’.

If you do not see the ‘Explore Memberships’ button on your Portal Dashboard, contact our Support team so that you can have the feature enabled!

Access The Membership Category

For each Membership Category, you have the ability to choose which of your other Categories its Members can and cannot see upon clicking ‘Explore Memberships’ on their Portal Dashboard.

In other words, you can configure which Categories your Members will see depending on what Category they already belong to!

You cannot hide Membership Categories from Non-Members if the ‘Explore Memberships’ button is present.

1. From the Member365 Administrator Dashboard, hover over ‘Membership’ in the bar at the top of the screen and select 'Category Setup' from the dropdown menu

Membership Category Setup.png

2. Locate the Membership Category you are configuring, using the search bar if necessary, then click its name.

Certified Member Category.png

Choose which Categories are Visible

You can now configure which subset of Memberships will display to Members of this Category.

3. Select the 'Other Settings' tab from the menu on the left side of the page.

5. Locate the ‘Hide Membership Category(s)’ toggle.

Toggled OFF – When Members of this Category click ‘Explore Memberships’, they will see your full list of available Memberships!

Toggled ON – A series of check-boxes will appear, each representing a Membership Category. Check the box next to any category that you wish to HIDE from view when Members of this Category click ‘Explore Memberships’.

In this example, Members of our ‘Certified’ Membership will see all Membership Categories upon clicking ‘Explore Options’ except for ‘ADMIN STAFF’ - that one will be hidden.

6. Remember to always click ‘Save Membership’ at the bottom of the page to save your changes.

Save Membership.png

Congratulations, you now know how to control which Membership Categories will be visible to your Members upon exploring their Member Portals, and which will not!