Creating a new Member Portal is simple. In this article, we will discuss the flow of creating a new portal with relevant links:
Creating a new Member Portals.
Editing a Portal.
Previewing a Portal.
Creating a new Member Portal:
To create a new Member Portal, follow these directions:
Go to Communication > Member Portals > Create New.
Fill in Member Portals Settings: Member Portal Settings comprises the settings for your portals. Each portal's settings are unique and contain the portal's title and member authentication methods (as shown below).
For more details about Member Portal Settings, Click Here.Click "Save."
Set your Member Portal Appearance: The appearance and Branding of your Member Portal ensure your members get the look and feel they have come to expect when visiting your club site (as shown below). There are various ways to Brand Member Portals to get the look and feel your members have come to expect. For more details on branding you Member Portals, Click Here.
Set your Member Portal Layout: Member Portals allow managers to create a single cohesive page with a flexible layout that can include multiple tabs, blocks, columns, and tiles, making it easy for your members to navigate and find the information they are looking for (as shown below). There are various ways to design and customize Member Portal to display the information you want, where you want it, and how you want it to look. For more details on designing and customizing Member Portals, Click Here.
Click "Save," and your new portal will be added to your Member Portal Dashboard.
Editing a Portal:
To edit any existing Member Portals, follow these directions:
Go to Communication > Member Portals.
Select the action dropdown for the portal you wish to edit and click "Edit."
Make the necessary changes and click "Save."
Previewing a Portal:
To preview an existing Member Portals, follow these directions:
Go to Communication > Member Portals.
Select the action dropdown for the portal you wish to view and click "Preview."
Click "Cancel" to return to the previous page.
Copy a Portal:
To copy any existing Member Portal, follow these directions:
Go to Communication > Member Portals.
Select the action dropdown for the portal you wish to duplicate and click "Copy." The duplicate of the existing portal will be added to your Member Portal Dashboard.