Your Member Portal allows your members to view a lot of information about their profile, upcoming events and certifications, and more. In order to set up the portal to look and behave the way you want it to for your members, you need to review your member portal settings in the Portal Manager. Here, you can choose which section of the portal to display, configure which items appear in each section, and more.
To see your Portal Manager, navigate to Website > Member Portal Settings. You will be taken to the Manage the Portal Settings and Layout page, as demonstrated below.
Every section currently being displayed has a hide on portal link, which you can click if you do not wish for that section to show on your association's portal. Any sections that are hidden can be shown by clicking the show on portal link which displays for each hidden section.
Note: Each section has its own
button. Make
sure to save any changes to a section's settings before proceeding elsewhere!
Each section of the portal is described below, starting with the left-hand sections and proceeding to the right-hand sections.
This section of the portal shows the member a summary of his/her profile information. The member's contact info and primary org/contact will display, along with a link to for the member to edit the profile.
The only item you can customize here is the display title of the section.
By default,
this section has no title, but you can add or change the title to whatever
you like, such as My Profile or Member
Information. Click
when finished.
If you want to customize the form that a member uses to update profile information, see Setting up member profile forms.
This section of the portal shows any and all groups that the member is a part of, including his/her participation type and start/end dates. You can add and remove people to various participation groups as described in Participation groups.
The only item you can customize here is the display title of the section.
By default,
this section has no title, but you can add or change the title to whatever
you like, such as My Groups or Boards
and Committees. Click
when finished.
This section of the portal displays any restricted custom search that the member has permission to view. If you want to configure a search to be public or restricted see Setting up a Custom Search
The only item you can customize here is the display title of the section.
By default,
this section has no title, but you can add or change the title to whatever
you like, such as My Searches or Member
Directory. Click
when finished.
This section of the portal displays news items that you can create. Each item consists of a title, a summary, an optional link to a full article, and optional start/end dates for the news item.
You can customize the display title of the section. By
default, this section has no title, but you can add or change the title
to whatever you like, such as Association News
or Member News. Click
when finished.
You can create as many news items as you wish. Each item will appear on each member's portal page in the News section.
To create a news item on the portal, click Add a news item. Then fill out the following fields.
Title: The title of the news article, which will display in the portal.
Description: A summary of the news article, which will display in the portal. This should be a sentence or two summarizing the article, and the rest of the article can be in a sub-page on your site, or perhaps a link on another website. For very brief news articles, you can put the entire text of the article into the description.
URL: A link to the full text of the article. If you have a subpage or module link on your website with the full article, or perhaps wish to make a link to another website with the full article, put the complete URL (including http://) into this field. If you leave the field blank, then the news item will consist only of the description you entered above.
Start/End dates: If you wish, you can allow the news article to only display within a specific window of time by entering a start and end date. Enter the dates in m/d/yyyy format. By doing so, you allow the article to only display within the date range you give, and to automatically disappear from the portal outside of those dates.
When finished, click the save link under the article to save it.
You can make changes to an existing news item by clicking the 
icon next to it. Make
your changes and click the Save link to confirm.
You can delete an existing article by clicking the 
button
next to it.
You can set up different kinds of alerts on the portal, which are messages and notifications that appear on the portal depending on each member's profile. You have several different kinds of alerts that you can configure.
You can customize the display title of the section. By default, this section has no title, but you can add or change the title to whatever you like, such as Alerts or Important Reminders. The other settings are described below.
Open invoices: If you check this option, a message appears in the Alerts section for every open invoice the member has. The member can print the invoice or pay it by credit card using links in the alert.
Membership expiration: If you check this option, then an alert will appear when a member is close to his/her renewal date. The alert will include a link to renew the member's dues online. (See Member settings that affect the Member Portal for settings related to renewal.)
You can choose how many months in advance the member will see the alert. For example, if you choose 2 months, and the member's expiration date is June 1, he/she will first see the notification on April 1, and it will remain in the portal for that member until the dues are paid.
Show certifications that expire: If you check this option, then an alert appears if the member has certifications that are set to expire in the range of months you enter. (See Certifications for more details.) For example, if the member has a certification that expires in December 2008, and you have set the alert to show from 3 months earlier to 1 month after the certification expires, then the member will see the alert between September 2008 and January 2009, unless the certification is renewed.
Show certifications that have a target date: If you check this option, then an alert appears if a member is working on a certification with a target date that falls in the range of months you enter. (See Certifications for more details.) For example, if a member needs 15 credits for a certification but only has 9, and you have set their target date as June 2008, they'll see an alert around that date depending on the numbers of months you enter.
When you are finished adjusting the title and/or the settings, click
.
This section shows upcoming expirations or targeted completions for a member's CE. These are exactly like the corresponding alerts in the Alerts section, so see above for an explanation of these settings.
As with other portal sections, you can customize the display title of
the section. By
default, this section has no title, but you can add or change the title
to whatever you like, such as Certifications
or CE Deadlines. Click
when finished.
This section shows upcoming events that the member may be interested in. You can configure which events it displays. (See Events for more information.) Each event will include the name, date/time, and a registration link if applicable.
You can customize the display title of the section. By default, this section has no title, but you can add or change the title to whatever you like, such as Upcoming Events or Meetings and Events. The other settings are described below.
Event types: You will need to highlight each type of event you wish to display on the portal. (See Event types for information on adding or changing event types.) For example, if you have three event types - Meetings, Lunches, and Conference Calls - and you do not wish to display conference calls, then you would highlight Meetings and Lunches only. To show all kinds of events, highlight every event type.
To highlight multiple event types, hold CTRL as you click each event type.
Events: Choose which upcoming events you want the member portal to display. You have two options.
Show events in the next x months: If you choose this option, then the portal will show all events in the current month and for x number of future months you specify. For example, if you type 2 as the number of months, and it's currently June, the portal will show events in June, July, and August (the current month plus the next two months). If you type a zero, only the current month's events will display.
You also have a checkbox option for show all events in current month. If you check it, then all the events from the current month are chosen (that is, even in late June, all the events from June will display). If you uncheck it, then only events from the current date to the end of the month, plus as many future months as you entered above, will display.
Show just the next x events: If you choose this option, a set number of events will always show in the calendar. Starting with the current date, the calendar will display the number of events you specify. For example, if you enter 4, and it's currently June 20, then the portal will display the first four events happening June 20 or later.
No events text: If you don't have any events that match the settings above, or you have no upcoming events, the portal will display this message instead of showing any events. You can customize this message as you see fit.
When finished with these settings, click .
This section shows the member's outstanding invoices and recent payments. All outstanding invoices, and payments for the last month, are shown.
As with other portal sections, you can customize the display title of
the section. By
default, this section has no title, but you can add or change the title
to whatever you like, such as Invoices and Receipts
or Payment History. Click
when finished.