Getting Started

21 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