Membri login and Member portal
With a username and password associated with their contact card, members of your organization can access a portal that gives them greater control over their subscription.
- Understand the registration process
- Understand what your members can do on the portal
- Manually send portal registration email
- Manually send password reset email
- Modify home page
Understand the registration process
When a contact becomes a member of your organization, a portal registration email is automatically sent to the email address listed in their file. If the contact does not have an email address, the registration email is sent to the account address. To determine that a contact hasn't signed up to the portal, the system monitors the Username field of the Details tab of the contact file. If it is empty when the status changes, a registration email is sent.
Membri authentication must have been previously configured in your environment settings for emails to be routed.
Upon receipt of the registration email, the member can select a URL that directs them to the member portal where they can enter a username and password to complete their registration. This information will then be kept in his contact file under the Details tab.
The URL found in the email is accompanied by a token. This token is valid for a default duration of 30 days. After this period, it will no longer be possible to use the URL to register for the portal. You will then have to resend a registration email to them with a new token which will also have a validity period of 30 days.
At this point, registration is complete and the member can access the portal.
However, it is possible to ask people who register to confirm their email, but you must have activated this confirmation in the settings initially.
Each time this contact wants to access the portal or ticketing member rates, they will need to enter their Membri username and password. It is not necessary to impose this way of doing things on the ticketing if you prefer the old one.
Members can, if necessary, reset their password themselves directly on the portal. If needed, you can also manually send them a reset email.
The validity of the URL in this email is much shorter than that of the registration email. Indeed, the token for the reset is only valid for 12 hours.
Understand what your members can do on the portal
| Shares | General rights | Delegate manager rights |
|---|---|---|
| View and edit their contact file information | ✔️ | ✔️ |
| View their contact's invoice history | ✔️ | ✔️ |
| Pay the various open invoices related to their contact online | ✔️ | ✔️ |
| Access and print PDF invoices | ✔️ | ✔️ |
| View and edit the file of other contacts associated with the account | ❌ | ✔️ |
| View and edit their account details | ❌ | ✔️ |
| View their account's invoice history | ❌ | ✔️ |
| Pay the various open invoices related to their account online | ❌ | ✔️ |
| View membership credits and credit transaction history | ❌ | ✔️ |
| View benefits and benefit transaction history | ❌ | ✔️ |
Manually send portal registration email
- Select a contact file;
- Select
Membri Registrationfrom the toolbar.
You do not have to do this procedure manually. You can always redirect your members to the portal. Members can then do it themselves, at their convenience.
Manually send password reset email
- Select the contact card concerned;
- Select
Reset Passwordfrom the toolbar.
You do not have to do this procedure manually. You can always redirect your members to the portal. Members can then do it themselves, at their convenience.
Modify home page
The portal home page can be modify to display key messages to your members or general information.
- Access the configuration area;
- Select Settings from the main left menu;
- Choose the Membri Authentication tab;
From the Membri Portal section, if a translation was not already created, you will need to create it.
- In the Portal translations sub-grid, select the
+ New Membri Portal Translationbutton;
Otherwise, open the portal translation you which to modify.
You can then modify the Home page field.
To add images, use
Still unsure? Contact us - support@vendere.ca