Member Portal Settings

These settings will change the look and feel of your Member Portal.

Click on the Admin menu and then Global Settings.
Click on the Web Preferences tab and then Member Portal Settings.

After making changes to the settings described below, click Save (at the top).

At the top, you will see some options and a link:

Hide transaction history in portal: If enabled, the Payment History option will be hidden in the portal.

Set member profile as default landing page: If enabled, a non-member profile that is related to a member profile (as either the main contact or editor) will land on the member profile's page when logging into the portal. There will be an option to switch to their profile.

There are other settings that must be enabled for this to work. Click here for more information.

View Portal: This link will take you into the portal.

In the Member Portal, you can add a fifth menu and create menu items.

Member Portal Sub Menu

Submenu title: Enter the menu title. In the example above, the menu title is "Additional Resources."

Menu items: This is a list of the menu items that will appear in the custom menu.

Next to each menu item (on the left) are three bars for moving an item up or down in the menu.
Next to each menu item (on the right) are options to Edit or Delete.

Exercise caution when deleting as it cannot be undone.

To add a new menu item:

At the bottom, click Add a Menu Item.
Enter a Menu Item Title.
Choose a Menu Item Type:
- URL: This is an external link.
  - Opens in a new tab: If enabled, it will open in a new tab. If this is not enabled, it will take them away from the member portal.
  - Enter the URL below.
- System Page: This is a link to another web component.
  - Opens in a new tab: If enabled, it will open in a new tab. If this is not enabled, it will take them away from the member portal.
  - Choose the System Page from the drop down list.
  - Choose an Entity if you have one. Otherwise ignore that option.
- Custom HTML Page: This is a link to custom content.
  - Opens in a new tab: If enabled, it will open in a new tab. If this is not enabled, it will take them away from the member portal.
  - Choose the Content Type from the drop down list.
  - Choose the Title of the Web Content record from the drop down list.
  - Make any necessary changes to the text bow below.
  - Restrictions based on affiliation codes: This allows you to enter one or more affiliation codes. Profiles will only be able to see this HTML page if they have one of these codes.

Web content that has been uploaded or linked in MC Trade (e.g., images and documents) can be added as a link under this custom submenu.

Click Save.
Repeat steps 1-4 to add more.

Portal Welcome Message: This allows you to define a welcome message that appears underneath the menu bar and above the profile information. If you do not enter any custom text, the section will not appear at all in the portal.

The first thing the member sees will be their profile and invoice information, which is generally recommended. If you do enter some custom text, we recommend keeping it simple and short to draw attention to the actions available in the portal.

Web content that has been uploaded or linked in MC Trade (e.g., images and documents) can be embedded in or linked from the Welcome message.

Forgot Password Page: This allows you to add text to the Forgot Password page.

Password Reset Email: This allows you to add an email address to the forgot password email.

ARB Checkbox Text: This allows you to change the wording of the checkbox label for opting in to Automatic Recurring Billing.

Event Calendar URL: This allows you to enter a different sub-domain, if necessary, for when the member clicks View All Events.