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MEMBER PORTAL
General Operate Portal Guide for MembersYou can use this guide to show your customers how to use the Operate Portal
Invite Members to Your Operate Member Portal / Automate New Contact Onboarding for LicencesThis guide explains how to automatically invite new members to your portal, once a customer activates a licence
One-click Portal and App InvitesAdd a button to invite contacts to the portal and the App with one click
Manually Inviting Members to the Operate PortalThis guide describes how you or your customers can invite contacts to the Operate Portal
Managing Portal Pages in OperateCreate customized Text or HTML pages for your Operate Portal
Revoking Portal Access for a ContactThis guide shows you how to restrict a contact's access to the Operate Portal
Community Portal and GDPRHow the new GDPR standards have been met within the Community Portal
Customizing the look and feel of your portalWhat can be done to make your Operate member portal look like your website
Things to Consider when Launching Your essensys Member PortalHere is a list of aspects that you might want to consider on when launching your essensys Member Portal:
Setting up Your Member PortalThe Overall Member Portal Setup Process
How to set up a CNAME for your Vanity URL in OperateThe process for setting up a CNAME for your Vanity URL
How to set up a Vanity URL in OperateThe process for setting up a Vanity URL
Installing / Uninstalling Operate Portal ModulesAdd or Remove Portal sections by uninstalling corresponding modules
Accessing Your Member PortalHow to Gain Access to Your Member Portal
Integrating Operate with your websiteFeatures you can use when integrating Operate with your website
Inviting Members to Your Operate Member Portal / Contact OnboardingThis guide is applicable to the Operate Member Portal when also using Operate's CRM Module
Member Portal - Setting up Member Access LevelsConfigure user permissions for your member portal and mobile app
What the Member Portal Looks Like for Users with Different Access LevelsThis is what the Portal will look like for your contacts, depending on their Access Level:
Managing Users on Your Member PortalManage Users, Profiles and Permissions directly from the Member Portal
Disabling the Member Portal for External ClientsRestricting Member Portal Account Creation for External Clients
Operate Portal Page ResponsivenessThis article clarifies the mobile responsive pages within the Operate Member Portal
The Member Profile on the Member PortalManaging Your Member Portal Profile
Member Portal Privacy SettingsManage the Privacy of Your Member Portal Profile
Member Experience LocalisationLocalisation of the Member Portal and Mobile App experience
Actions Your Members Can Take Across Locations on the Member PortalAvailable Member Features and Limitations when you operate from more than one building you manage with Operate and the Portal
Announcements on the Member PortalPost Announcements on Your Member Portal
Member Portal Community Email Notifications ExplainedThis guide takes you through the email notification the Operate Portal sends to your staff and members
Working with the News Feed in essensys OperateIf you are using the Mobile App or Operate Portal, here is where you can learn how to create news articles and customize the News Feed.
Making a Booking on the Operate PortalThis guide explains the booking process on the Operate Portal
Member Portal - Making Your Desks Available for Online BookingsEnable Desk Bookings on Your Member Portal
Steps to Take to Enable Room Bookings on Your Member PortalGeneral Overview of How to Enable Meeting Room Bookings on Your Member Portal
Member Portal - Making Your Meeting Rooms Available for Online BookingsEnable Meeting Room Bookings on Your Member Portal
Enabling External Meeting Room Bookings on the Member PortalSell Meeting Rooms to External Clients on Your Member Portal
Operate Member Portal: Introduction to Online Plans - The BenefitsOperate Member Portal: The Benefits of Using Online Plans
Tailoring the Online Plan URL for Multiple Websites
Member Portal: Considerations before Creating Your First PlanMember Portal: What to Keep in Mind When Creating Online Plans
Member Portal: Online Plan TypesMember Portal: Types of Online Plans You Can Create with Operate
Member Portal: The Difference Between Plans and PackagesMember Portal: Packages Are Contained within Plans
Member Portal: Types of Products to Sell with Online PlansMember Portal: What Are Online Plans Suited For?
Member Portal: Creating Online PlansMember Portal: The General Online Plan Creation Process
Member Portal: Adding Online Plans to Your WebsiteMember Portal: Preview Plans and Add Them to Your Website
Creating Online Packages for the Member PortalCreate Packages to Use with Online Plans on your website or Member Portal
Member Portal: Testing your PlansMember Portal: How to Test Your Newly Created Plan
Member Portal: Promo CodesCreate Discounts Codes for customers to use on Meeting Rooms and Desks within the Portal, and for Online Plans
Member Portal: New Plan Purchased NotificationMember Portal: Knowing when a Plan is Purchased
Portal Payments in OperateHow to use Payment Gateways within Operate to accept Portal Payments, and how to ensure you are compliant
Payment Settings Configuration on the Operate PortalManage payment methods and recurring payments on the Operate Member Portal
GoCardless Payments Guide for Portal End UsersMake it easier for your customers to pay on your Operate Portal using the GoCardless payment gateway
Member Portal - Payment Gateways SupportedA List of Available Payment Gateways to Use with Your Member Portal
Payment Notifications on the Operate Member PortalHow to manage payment notifications on your Operate Member Portal
Member Portal - Configuring Opayo (Formerly SagePay) as a Payment ProcessorAccept card payments on your Portal using Opayo
Member Portal: Stripe SetupMember Portal: Processing Payments using Stripe
Stripe Payment Guide for Portal End UsersMember Portal: Making Portal Payments using Stripe's Payment Gateway
Stripe Payments Security within Operate and the Member PortalSee why you need to enable Stripe to "Process Payments Unsafely"
Member Portal - Opayo (Formerly SagePay) Payments SetupSetting Up Opayo Payments within Operate Portal
Operate Member Portal: GoCardless SetupUsing GoCardless as a Payment Processor within your Operate Portal
Member Portal - Checkout.com Payment GatewayProcessing Payments with Checkout.com on the Operate Member Portal
Member Portal - PlacePay Operator SetupMember Portal: Processing Payments using PlacePay
Member Portal: RentShare for ClientsHow Clients can Pay on Your Member Portal via RentShare
Member Portal - Adding a Payment Method for PlacePay (Formerly RentShare)Managing Your Member Portal Payment Settings and Methods
Social Media Integration