Step 7: Members Portal Setup

Quick Steps: Members > MemberDesq

1. Within the Management Console, select Members from the top menu, then click Members from the left hand menu

2. Click Edit, enter relevant information and click Save

General

Select which Menu Options display on your Members Portal, and customise the titles of each page. This tab also allows you to select the Theme you would like to use for your Portal. This can be set up in Tools / Themes.

Summary

The Summary will display on the front page of your Members Portal, providing members information about your membership offerings before they register or renew.

Welcome

The Welcome displays on the Members Home page (accessed once a member has logged into the MembersPortal). "Dear MEMBERFIRSTNAME" will automatically appear on every Members Home page.

Account Info

The text entered in Account Info will display against an unpaid transaction on the Members Home page. Where Account Info is left blank, the following message will appear "Outstanding accounts exist. Click here to view and pay".

* This information box will only appear if the member has an unpaid subscription attached to their account

Design

The Design tab allows you to customise the design of the Portal.

STG recommend creating a theme in Tools > Theme rather than customising the Design, as a theme can be utilised for all modules (eg. Events)

Images
The Images tab allows you to upload a header, footer and other images for your page. The dimensions for your images should be as follows:

Header: 940px wide by no more than 200px high

Footer: 940px wide by no more than 40px high

Site Background:

1280px wide by 1024 high (min),

3000px wide by 1500px (max)

Top Menu & Main Menu: no more than 940px wide by 25px high

Registration Confirmation

The Registration Confirmation text displays on the confirmation page following the competition of a registration/renewal

Adding a Custom Page to a Members Portal

1. Within the Management Console, select Tools from the top menu, then click User Defined Data from the left hand menu

2. Select Category from the expanded left hand menu and click Add

For a standard web page, select Menu Option with Custom Data.

3. Select the applicable page options click Next

4. Enter the relevant information for the new page, ensuring the Menu Included is set to All or Members Portal Only. Click Save.

5. Click on the red cross (status) to turn the page online.