Members

Letting Members into the Portal

How to give members access the portal

Working with Member Types

This article explains member types and how to use them

Member Roles and How to Grant Access

This article describe the various member administrative roles and how-to assign roles to each member.

Printable Member Directory

This article will show you how to generate a printable directory of the common contact items and download a CSV spreadsheet with member information.

How to Add a Profile Photo

This article will show you how to add an image or photo for the member profile photo and provide some information about the image size and tips.

How to Download Member Data from the Portal

This article will show you have to download member data so that you can sort, etc.

Update Member Information

This article will show you how a member can update their own profile information.

Members - Deactivating members

This article explains how to deactivate a member and what happens when that is done

Members FAQ

Frequently asked questions for the Members area

Members - How to add a new member

This article explains how to add a new member

Members - How to deactivate/delete a member

This article explains how to deactivate/delete a member.

Members - Custom Fields

Custom fields allow you to add fields to the member record that are not part of the base set of fields