What is the Member Portal?

The Member Wizard Member Portal gives members access to be able to manage their membership with the organisation.

Members can update their contact details, pay any outstanding invoices, view their statement, pay their membership renewal and manage their enrollment in any classes or events.

If the organisation runs classes then the member can view and enroll in these, view their current enrolment status, and advise of any absence from a class.

In addition, if a member is a Tutor of a class then they can view their class list, move students from the Wait List to the Enrolled List (should there be a vacancy), view emergency contact details for a member student and email their students. If the organisation has set up a credit/debit card and provided access they can also SMS students.

In order to use the member portal, a member has to have a membership type which has been given Portal Access and the organisation must have set up the Portal for members to access. Details on how to do this are contained in these Help files in the Member Portal section.

A record is displayed on the member's record screen of the last date the member accessed the Portal and what the result of that access was. If you do not see this field you need to add it to your Member Form Layout which can be found in Settings.  Simply locate the field name in the Unused column, and drag and drop it wherever you wish to see it then Save the new layout. The status indications are:

Saved Password: This indicates the first time the member has accessed the Portal and has set their access password/PIN. They may have also carried out other activities in the Portal at this time.

Login Successful: This indicates the member has logged in Successfully and may or may not have carried out other activities.

Failed Login: This indicates the member tried and failed to login. Reason unknown, possibly incorrect password.