Configuring the Member Portal for Members

INSTALLING AND ACCESSING THE MEMBER PORTAL FOR MEMBERS

The Member Portal can be accessed on any internet connected device but is especially useful for mobile phones or tablets as it allows a member to access their member record and if necessary prove their membership.

INSTRUCTIONS TO INSTALL

1. Click on the Member Portal app either on your organisations web site or in the email link sent to you. 
2. If you are the only member using the email address registered with your organisation you can register with your email address. If you share your email address with another member you will need to use your Member Number to register.
3. Whether you have entered your email address OR your member number, a security code will be sent to your registered email address.
4. The security code is valid for 24 hours so if you need to return to the site you can simply enter your email address or member number then enter the code you received earlier.
5. If your organisation has SMS top up enabled in their database then you will be able to obtain your security code via SMS.
6. If you do not have an email address and your organisation does not allow SMS messages then you will need to contact the email address listed for the support of the Portal for your organisation. They will be able to enter a temporary email address into your record so you can obtain the security code. Once you’ve registered and set a password or PIN the email address can be removed from your record.
7. On registration you will be asked to enter a password or a PIN. In future when you return to this page you will be able to login with just your email address (or member number) and your password. Registration needs only be carried out once unless you forget your password or PIN in which case you will need to re-register.

TROUBLESHOOTING INSTALL

If the system is unable to verify your email address please check:

1. That the email address you are entering is the one registered at your organisation.
2. If you have attempted to register using your email address and you share this address with another member then you need to use your member number.
3. If you do not have an email address and your organisation does not allow SMS messages then you will need to contact the email address listed for the support of the Portal for your organisation. They will be able to enter a temporary email address into your record so you can obtain the security code. 
4. That your membership type is one which is permitted access to the Member Portal by your Organisation
5.  If you still can’t register, please contact your organisation.

USING THE MEMBER PORTAL

1. The Home screen will show you your Membership status including any outstanding amounts.

2. You can pay any outstanding amounts by clicking the Pay Owing button.

3. You can view your member statement by clicking the Statement button.

4. You can pay your Membership Renewal by clicking the Pay Subscription button. 

5. You can view your enrolled Classes by clicking My Classes button.  You can enroll in more classes by clicking the Classes button. 

6. You can update your personal details by clicking Change my Contact Details. 

7. You can access any documents your organisation has made publicly available. 

8. You can obtain Help by clicking the Help button in the top right corner. This will give you the email address of the person at your organisation who is the nominated Portal Assistance member.  

9. You can return to the main Portal screen at any time by clicking the Home button in the top right of the screen.

10. If you are a Tutor and your organisation has enabled this functionality, you will be able to manage your Classes through the Portal.

11. You can add any other organisations to which you belong or another member using the same computer can add their organisations to the Portal by clicking the Add another Organisation or Member button.

12. Each member can have their own PIN and will see their own organisation.

13. Members cannot however share the same email address within the same organisation.

14. You will need to Log out by clicking the Log Out button before swapping members or organisations.

Installing the Member Portal on your hand held or other device

You can access the Member Portal from any device connected to the internet. Click on the link sent to you by your organisation on the device on which you wish to access the Portal. 

You will be able to install the Member Portal as an app on your device provided you have allowed local storage access in your Settings on your device. If you find you cannot install the app you will need to bookmark the page in your browser and use that bookmark instead.

Once it opens, click on the icon which will create a bookmark to that page. In Chrome you can do this by clicking the star beside the URL at the top of the page. You can if you wish also click the 3 dots in the top right corner, select Settings, scroll down the list of settings and make sure the box marked Show in Desktop is unchecked. This will make the site easier to read on a phone.