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MEMBER PORTAL
MEMBER PORTAL
+4
67 articles in this collection
Written by
Alex Taylor,
Nicole Lachowicz,
Thomas White
and 4 others
Getting Started
General Operate Portal Guide for Members
You can use this guide to show your customers how to use the Operate Portal
Written by
Amy Goudie
Updated over a week ago
Invite Members to Your Operate Member Portal / Automate New Contact Onboarding for Licences
This guide explains how to automatically invite new members to your portal, once a customer activates a licence
Written by
Thomas White
Updated over a week ago
One-click Portal and App Invites
Add a button to invite contacts to the portal and the App with one click
Written by
Patrick Geyer
Updated over a week ago
Manually Inviting Members to the Operate Portal
This guide describes how you or your customers can invite contacts to the Operate Portal
Written by
Thomas White
Updated over a week ago
Revoking Portal Access for a Contact
This guide shows you how to restrict a contact's access to the Operate Portal
Written by
Thomas White
Updated over a week ago
Community Portal and GDPR
How the new GDPR standards have been met within the Community Portal
Written by
Alex Taylor
Updated over a week ago
Customizing the look and feel of your portal
What can be done to make your Operate member portal look like your website
Written by
Thomas White
Updated over a week ago
Things to Consider when Launching Your essensys Member Portal
Here is a list of aspects that you might want to consider on when launching your essensys Member Portal:
Written by
Thomas White
Updated over a week ago
Setting up Your Member Portal
The Overall Member Portal Setup Process
Written by
Thomas White
Updated over a week ago
How to set up a CNAME for your Vanity URL in Operate
The process for setting up a CNAME for your Vanity URL
Written by
Alex Taylor
Updated over a week ago
How to set up a Vanity URL in Operate
The process for setting up a Vanity URL
Written by
Alex Taylor
Updated over a week ago
Installing / Uninstalling Operate Portal Modules
Add or Remove Portal sections by uninstalling corresponding modules
Written by
Nicole Lachowicz
Updated over a week ago
Accessing Your Member Portal
How to Gain Access to Your Member Portal
Written by
Thomas White
Updated over a week ago
Integrating Operate with your website
Features you can use when integrating Operate with your website
Written by
Thomas White
Updated over a week ago
Inviting Members to Your Operate Member Portal / Contact Onboarding
This guide is applicable to the Operate Member Portal when also using Operate's CRM Module
Written by
Thomas White
Updated over a week ago
Setting up Member Access Levels on the Portal and Mobile App
Configure user permissions for your member portal and mobile app
Written by
Amy Goudie
Updated over a week ago
What the Member Portal Looks Like for Users with Different Access Levels
This is what the Portal will look like for your contacts, depending on their Access Level:
Written by
Thomas White
Updated over a week ago
Managing Users on Your Member Portal
Manage Users, Profiles and Permissions directly from the Member Portal
Written by
Thomas White
Updated over a week ago
Disabling the Member Portal for External Clients
Restricting Member Portal Account Creation for External Clients
Written by
Thomas White
Updated over a week ago
Operate Portal Page Responsiveness
This article clarifies the mobile responsive pages within the Operate Member Portal
Written by
Thomas White
Updated over a week ago
Community Management
Member Portal Shout Outs
This article explains how to use shout outs to communicate with yor member portal users
Written by
Thomas White
Updated over a week ago
Member Profiles
The Member Profile on the Member Portal
Managing Your Member Portal Profile
Written by
Thomas White
Updated over a week ago
Member Portal Privacy Settings
Manage the Privacy of Your Member Portal Profile
Written by
Thomas White
Updated over a week ago
Member Experience Localisation
Localisation of the Member Portal and Mobile App experience
Written by
Daniel Myrtle
Updated over a week ago
Actions Your Members Can Take Across Locations on the Member Portal
Available Member Features and Limitations when you operate from more than one building you manage with Operate and the Portal
Written by
Thomas White
Updated over a week ago
My Account
Paying Operate Invoices on the Member Portal
Using the Member Portal to Pay Operate Invoices, Making a One Time or Recurring Payment
Written by
Thomas White
Updated over a week ago
Using the Licences App with Your Member Portal
This guide explains how to configure and use the Portal Licences app within the Operate Member Portal
Written by
Thomas White
Updated over a week ago
Notifications
Member Portal Community Email Notifications Explained
This guide takes you through the email notification the Operate Portal sends to your staff and members
Written by
Thomas White
Updated over a week ago
Online Bookings
Making a Booking on the Operate Portal
This guide explains the booking process on the Operate Portal
Written by
Thomas White
Updated over a week ago
Making Your Desks Available for Online Bookings using the Member Portal
Enable Desk Bookings on Your Member Portal
Written by
Thomas White
Updated over a week ago
Steps to Take to Enable Room Bookings on Your Member Portal
General Overview of How to Enable Meeting Room Bookings on Your Member Portal
Written by
Thomas White
Updated over a week ago
Making Your Meeting Rooms Available for Online Bookings on the Member Portal
Enable Meeting Room Bookings on Your Member Portal
Written by
Thomas White
Updated over a week ago
Enabling External Meeting Room Bookings on the Member Portal
Sell Meeting Rooms to External Clients on Your Member Portal
Written by
Thomas White
Updated over a week ago
Online Plans
Operate Member Portal: Introduction to Online Plans - The Benefits
Operate Member Portal: The Benefits of Using Online Plans
Written by
Thomas White
Updated over a week ago
Tailoring the Online Plan URL for Multiple Websites
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Written by
Sean Patterson
Updated over a week ago
Member Portal: Considerations before Creating Your First Plan
Member Portal: What to Keep in Mind When Creating Online Plans
Written by
Thomas White
Updated over a week ago
Member Portal: Online Plan Types
Member Portal: Types of Online Plans You Can Create with Operate
Written by
Thomas White
Updated over a week ago
Member Portal: The Difference Between Plans and Packages
Member Portal: Packages Are Contained within Plans
Written by
Thomas White
Updated over a week ago
Member Portal: Types of Products to Sell with Online Plans
Member Portal: What Are Online Plans Suited For?
Written by
Thomas White
Updated over a week ago
Member Portal: Creating Online Plans
Member Portal: The General Online Plan Creation Process
Written by
Thomas White
Updated over a week ago
Member Portal: Adding Online Plans to Your Website
Member Portal: Preview Plans and Add Them to Your Website
Written by
Thomas White
Updated over a week ago
Creating Online Packages for the Member Portal
Create Packages to Use with Online Plans on your website or Member Portal
Written by
Thomas White
Updated over a week ago
Member Portal: Testing your Plans
Member Portal: How to Test Your Newly Created Plan
Written by
Thomas White
Updated over a week ago
Member Portal: Promo Codes
Create Discounts Codes for customers to use on Meeting Rooms and Desks within the Portal, and for Online Plans
Written by
Thomas White
Updated over a week ago
Member Portal: New Plan Purchased Notification
Member Portal: Knowing when a Plan is Purchased
Written by
Thomas White
Updated over a week ago
Social Media Integration
Setting Up Facebook for Your Member Portal
Use Facebook to Improve the Visibility of Your Member Portal and Allow Users to Sign in with Their Profiles
Written by
Thomas White
Updated over a week ago
Member Portal: Signing Up with Twitter
Creating an Member Portal Account Using Twitter
Written by
Thomas White
Updated over a week ago
Member Portal: Configuring LinkedIn SSO
Member Portal: Allow Users to Sign into the Portal Using LinkedIn
Written by
Thomas White
Updated over a week ago
Portal Payments
Portal Payments in Operate
How to use Payment Gateways within Operate to accept Portal Payments, and how to ensure you are compliant
Written by
Thomas White
Updated over a week ago
Payment Settings Configuration on the Operate Portal
Manage payment methods and recurring payments on the Operate Member Portal
Written by
Thomas White
Updated over a week ago
GoCardless Payments Guide for Portal End Users
Make it easier for your customers to pay on your Operate Portal using the GoCardless payment gateway
Written by
Amy Goudie
Updated over a week ago
Member Portal: Payment Gateways Supported
A List of Available Payment Gateways to Use with Your Member Portal
Written by
Thomas White
Updated over a week ago
Payment Notifications on the Operate Member Portal
How to manage payment notifications on your Operate Member Portal
Written by
Thomas White
Updated over a week ago
Configuring SagePay as a Payment Processor
Accept card payments on your Portal using SagePay
Written by
Amy Goudie
Updated over a week ago
Member Portal: Stripe Setup
Member Portal: Processing Payments using Stripe
Written by
Thomas White
Updated over a week ago
Stripe Payment Guide for Portal End Users
Member Portal: Making Portal Payments using Stripe's Payment Gateway
Written by
Thomas White
Updated over a week ago
Stripe Payments Security within Operate and the Member Portal
See why you need to enable Stripe to "Process Payments Unsafely"
Written by
Thomas White
Updated over a week ago
Member Portal: SagePay Payments Setup
Setting Up SagePay Payments within Operate Portal
Written by
Thomas White
Updated over a week ago
Operate Member Portal: GoCardless Setup
Using GoCardless as a Payment Processor within your Operate Portal
Written by
Thomas White
Updated over a week ago
Checkout.com Payment Gateway for the Operate Member Portal
Processing Payments with Checkout.com on the Operate Member Portal
Written by
Thomas White
Updated over a week ago
Member Portal: eWAY Test Card Details
Member Portal: Card Numbers to Use for eWAY Tests
Written by
Thomas White
Updated over a week ago
Member Portal: PlacePay Operator Setup
Member Portal: Processing Payments using PlacePay
Written by
Thomas White
Updated over a week ago
Member Portal: RentShare for Clients
How Clients can Pay on Your Member Portal via RentShare
Written by
Thomas White
Updated over a week ago
Member Portal: Adding a Payment Method for RentShare
Managing Your Member Portal Payment Settings and Methods
Written by
Thomas White
Updated over a week ago
Troubleshooting
Portal Login Troubleshooting
Troubleshooting steps for issues with portal logins.
Written by
Patrick Geyer
Updated over a week ago
Searching the Member Portal
Available Member Portal Search Features
Written by
Thomas White
Updated over a week ago
Member Portal: View Member Profiles
Viewing Customer Information on the Member Portal
Written by
Thomas White
Updated over a week ago