Managing Member Portal Logins

Tables of Contents

In order to access the Members Only Portal, members and their related profiles need a username and password. By default, when a profile is created the username is their email address.

New members can:

• Set their password by using the reset password option, OR
• Create their username and password via the join form (if configured), OR
• Administrator can create the username and password manually

Adding a Username and Password

1. Go to the Profile Edit screen.
2. Click on the Web Portal Credentials tab (left side).

3. Click Change Credentials.
4. Enter a Username.
5. Enter a Password.
6. Click Save and Continue Editing.

The password entered will be encrypted and the screen will update to be read-only again and display a placeholder for the password. The placeholder will not have the same number of characters as the password.

The View Profile's Portal button allows the system user to view the profile from the member's user perspective. However, this function only allows the user to see the member's page without invoices or restricted content, and should not be used as a substitute for logging in on the user's end for troubleshooting.

Pushing a Reset Link out to the Member

The profile MUST have an email address under the General Information tab for this work.

1. Go to the Profile Edit screen.
2. Select the Web Portal Credentials tab (left side).
3. Select Send Password Reset Email.

4. Select Yes to confirm.

The member will then receive an email with a link to set their new password. This link will expire after 24 hours for security compliance.

Pushing a Reset Link in a Customized Email

To send a customized email with the password link (to one or more profiles):

1. Select the Communication menu > Send Email.
2. In the Message tab, use the HTML Editor to compose a message.
3. To insert the username and password, click the Special Field dropdown and insert "Portal Login Credentials Link".
4. To use the [[PORTALLOGINLINK]] special field to send credentials to employees of Member Organizations, the list must be built differently. Start in the Profile Selector to target Members and run this search first. Then, scroll down to Related Profiles and run a second search to "Replace Results" with primary related profile OR employee relation type. That way, the individual will be sent their login credentials for their unique profile, not the Organization's profile.

When an email is sent to one or more profiles, it will automatically populate with each profile's username/email address, and a unique link to set or reset the password.

The link will expire after 24 hours for security compliance. 

4. Complete the process to send the email.
   Click here for more information on sending emails.

Editing a Password

1. Go to the Profile Edit screen.
2. Select the Web Portal Credentials tab (left side).

3. Select Change Credentials.
4. Make the desired changes and select Save and Continue Editing.

Resetting a Password

1. Go to the Profile Edit screen.
2. Select the Web Portal Credentials tab (left side).
3. Select Send Password Reset Email.

4. Select Yes to confirm.

The member will then receive an email with a link to set their new password.

The link will expire after 24 hours for security compliance.

Deactivating a User

Inactive means the user will not be able to log in even if the portal was configured to be available for all profiles with a username and password.

1. Go to the Profile Edit screen.
2. Select the Web Portal Credentials tab (left side).
3. Place a check next to Inactive.

4. Click Save and Continue Editing.

If a portal is restricted to Members and Related Profiles, dropped members and former employees do NOT need to be deactivated. They will automatically be denied access.