The member portal is a page your members can sign in to at any time with their email address and a six-digit code. Renewing from the link in a notice always works without it.

Before you start

  • You need to be an Org admin.
  • The portal is off until you turn it on. Renewal links, and the code printed on a posted notice, work whether it is on or off.

Steps

  1. Go to Organization Settings → Terms & renewal rules.
  2. Under Member portal, turn on Members can sign in with their email address and a code.
  3. Note the address under the switch: Their sign-in page is followed by your portal address, which ends in /portal/ and your organization's short name. Share that address with your members.
  4. Click Save rules. You see Terms and renewal rules saved.

What happens next

On the sign-in page, a member enters their Email address and clicks Email me a code. They are told If that address belongs to a member, we’ve sent it a code. The code expires in 10 minutes. They type the Six-digit code and click Sign in. They can click Send another code or Use a different address. There is no password.

A code is sent only to an email address on a current membership: the main contact, someone on a household, or someone holding a seat. If more than one person on the membership uses that address, the member is asked Who is this? and picks their name.

Once signed in, a member sees Hello and their first name, and can:

  • See where their renewal stands. If it is due, they see the amount and any renewal questions on the same page. While online card payment is not connected, they are told that online payment is not available yet, and asked to contact you so you can take their payment directly.
  • Under Your details, change their First name, Last name, Phone, City and Province, and click Save changes.
  • Click Change beside their Email address. The new address must be confirmed from an email sent to it before it takes effect.
  • Under Membership, see their level, Member since, Current term ends and Standing.
  • See their Invoices, if they are the person who answers for the membership's money.
  • Manage Your household or People on this membership, with Add a person and Remove, if they are allowed to manage the people on it.
  • Add their membership card to their phone, when membership cards are turned on and the membership is current or just renewed.
  • Click Sign out.

If you turn the portal off, the sign-in page says your organization does not offer online sign-in, and points members to the link in their renewal notice or the code printed on it.

The back of each membership card, and every printed notice, always point to your renewal page, whether the portal is on or off.