Member Portal
70 articles
Setting up Your Member Portal
What the Member Portal Looks Like for Users with Different Access Levels
Member Portal - Setting up Member Access Levels
Accessing Your Member Portal
Things to Consider when Launching Your essensys Member Portal
Disabling the Member Portal for External Clients
Inviting Members to Your Operate Member Portal / Contact Onboarding
Managing Users on Your Member Portal
Managing Portal Pages in Operate
Integrating Operate with your website
How to set up a CNAME for your Vanity URL in Operate
Installing / Uninstalling Operate Portal Modules
Operate Portal Page Responsiveness
Community Portal and GDPR
Customizing the look and feel of your portal
Invite Members to Your Operate Member Portal / Automate New Contact Onboarding for Licences
Manually Inviting Members to the Operate Portal
General Operate Portal Guide for Members
Revoking Portal Access for a Contact
One-click Portal and App Invites
How to set up a Vanity URL in Operate
Operate Portal - How a General Plan Looks for Customers
Tailoring the Online Plan URL for Multiple Websites
Member Portal: Adding Online Plans to Your Website
Member Portal: Testing your Plans
Member Portal: New Plan Purchased Notification
Member Portal: Promo Codes
Member Portal: Considerations before Creating Your First Plan
Member Portal: Types of Products to Sell with Online Plans
Member Portal: The Difference Between Plans and Packages
Member Portal: Online Plan Types
Member Portal: Creating Online Plans
Creating Online Packages for the Member Portal
Operate Member Portal: Introduction to Online Plans - The Benefits
Member Portal - PlacePay Operator Setup
Member Portal: Stripe Setup
Member Portal - Payment Gateways Supported
Member Portal - Configuring Opayo (Formerly SagePay) as a Payment Processor
Member Portal - Opayo (Formerly SagePay) Payments Setup
Member Portal - Checkout.com Payment Gateway
Member Portal - Adding a Payment Method for PlacePay (Formerly RentShare)
Stripe Payment Guide for Portal End Users
Member Portal: RentShare for Clients
Payment Settings Configuration on the Operate Portal
Stripe Payments Security within Operate and the Member Portal
Payment Notifications on the Operate Member Portal
Operate Member Portal: GoCardless Setup
Portal Payments in Operate
GoCardless Payments Guide for Portal End Users
Payment Settings Configuration for Payload
Payload Operator Setup
Payload for Clients
Adding a Payment Method for Payload