essensys

Stuart Stapley

Sean Patterson

Amy Goudie

MEMBER PORTAL

You can use this guide to show your customers how to use the Operate Portal

General Operate Portal Guide for Members

This guide explains how to automatically invite new members to your portal, once a customer activates a licence

Invite Members to Your Operate Member Portal / Automate New Contact Onboarding for Licences

Add a button to invite contacts to the portal and the App with one click

One-click Portal and App Invites

This guide describes how you or your customers can invite contacts to the Operate Portal

Manually Inviting Members to the Operate Portal

This guide shows you how to restrict a contact's access to the Operate Portal

Revoking Portal Access for a Contact

How the new GDPR standards have been met within the Community Portal

Community Portal and GDPR

What can be done to make your Operate member portal look like your website

Customizing the look and feel of your portal

Here is a list of aspects that you might want to consider on when launching your essensys Member Portal:

Things to Consider when Launching Your essensys Member Portal

Setting up Your Member Portal

The process for setting up a CNAME for your Vanity URL

How to set up a CNAME for your Vanity URL in Operate

How to set up a Vanity URL in Operate

Add or Remove Portal sections by uninstalling corresponding modules

Installing / Uninstalling Operate Portal Modules

Accessing Your Member Portal

Features you can use when integrating Operate with your website

Integrating Operate with your website

This guide is applicable to the Operate Member Portal when also using Operate's CRM Module

Inviting Members to Your Operate Member Portal / Contact Onboarding

Configure user permissions for your member portal and mobile app

Setting up Member Access Levels on the Portal and Mobile App

This is what the Portal will look like for your contacts, depending on their Access Level:

What the Member Portal Looks Like for Users with Different Access Levels

Manage Users, Profiles and Permissions directly from the Member Portal

Managing Users on Your Member Portal

Restricting Member Portal Account Creation for External Clients

Disabling the Member Portal for External Clients

This article clarifies the mobile responsive pages within the Operate Member Portal

Operate Portal Page Responsiveness

Patrick Geyer

Getting Started

This article explains how to use shout outs to communicate with yor member portal users

Member Portal Shout Outs

Community Management

The Member Profile on the Member Portal

Manage the Privacy of Your Member Portal Profile

Member Portal Privacy Settings

Localisation of the Member Portal and Mobile App experience

Member Experience Localisation

Available Member Features and Limitations when you operate from more than one building you manage with Operate and the Portal

Actions Your Members Can Take Across Locations on the Member Portal

Daniel Myrtle

Member Profiles

Using the Member Portal to Pay Operate Invoices, Making a One Time or Recurring Payment

Paying Operate Invoices on the Member Portal

My Account

This guide takes you through the email notification the Operate Portal sends to your staff and members

Member Portal Community Email Notifications Explained

Notifications

This guide explains the booking process on the Operate Portal

Making a Booking on the Operate Portal

Enable Desk Bookings on Your Member Portal

Making Your Desks Available for Online Bookings using the Member Portal

General Overview of How to Enable Meeting Room Bookings on Your Member Portal

Steps to Take to Enable Room Bookings on Your Member Portal

Enable Meeting Room Bookings on Your Member Portal

Making Your Meeting Rooms Available for Online Bookings on the Member Portal

Sell Meeting Rooms to External Clients on Your Member Portal

Enabling External Meeting Room Bookings on the Member Portal

Online Bookings

Operate Member Portal: The Benefits of Using Online Plans

Operate Member Portal: Introduction to Online Plans - The Benefits

Tailoring the Online Plan URL for Multiple Websites

Member Portal:  What to Keep in Mind When Creating Online Plans

Member Portal:  Considerations before Creating Your First Plan

Member Portal:  Types of Online Plans You Can Create with Operate

Member Portal:  Online Plan Types

Member Portal:  Packages Are Contained within Plans

Member Portal:  The Difference Between Plans and Packages

Member Portal:  What Are Online Plans Suited For?

Member Portal:  Types of Products to Sell with Online Plans

Member Portal:  The General Online Plan Creation Process

Member Portal:  Creating Online Plans

Member Portal:  Preview Plans and Add Them to Your Website

Member Portal:  Adding Online Plans to Your Website

Create Packages to Use with Online Plans on your website or Member Portal

Creating Online Packages for the Member Portal

Member Portal:  How to Test Your Newly Created Plan

Member Portal: Testing your Plans

Create Discounts Codes for customers to use on Meeting Rooms and Desks within the Portal, and for Online Plans

Member Portal:  Promo Codes

Member Portal:  Knowing when a Plan is Purchased

Member Portal:  New Plan Purchased Notification

Online Plans

Use Facebook to Improve the Visibility of Your Member Portal and Allow Users to Sign in with Their Profiles

Setting Up Facebook for Your Member Portal

Creating an Member Portal Account Using Twitter

Member Portal: Signing Up with Twitter

Member Portal: Allow Users to Sign into the Portal Using LinkedIn

Member Portal:  Configuring LinkedIn SSO

Social Media Integration

How to use Payment Gateways within Operate to accept Portal Payments, and how to ensure you are compliant

Portal Payments in Operate

Manage payment methods and recurring payments on the Operate Member Portal

Payment Settings Configuration on the Operate Portal

Make it easier for your customers to pay on your Operate Portal using the GoCardless payment gateway

GoCardless Payments Guide for Portal End Users

A List of Available Payment Gateways to Use with Your Member Portal

Member Portal: Payment Gateways Supported

How to manage payment notifications on your Operate Member Portal

Payment Notifications on the Operate Member Portal

Accept card payments on your Portal using SagePay

Configuring SagePay as a Payment Processor

Member Portal: Processing Payments using Stripe

Member Portal: Stripe Setup

Member Portal: Making Portal Payments using Stripe's Payment Gateway

Stripe Payment Guide for Portal End Users

See why you need to enable Stripe to "Process Payments Unsafely"

Stripe Payments Security within Operate and the Member Portal

Setting Up SagePay Payments within Operate Portal

Member Portal: SagePay Payments Setup

Using GoCardless as a Payment Processor within your Operate Portal

Operate Member Portal: GoCardless Setup

Processing Payments with Checkout.com on the Operate Member Portal

Checkout.com Payment Gateway for the Operate Member Portal

Member Portal: Card Numbers to Use for eWAY Tests

Member Portal: eWAY Test Card Details

Member Portal: Processing Payments using PlacePay

Member Portal: PlacePay Operator Setup

How Clients can Pay on Your Member Portal via RentShare

Member Portal: RentShare for Clients

Managing Your Member Portal Payment Settings and Methods

Member Portal: Adding a Payment Method for RentShare

Portal Payments

Troubleshooting steps for issues with portal logins.

Portal Login Troubleshooting

Searching the Member Portal

Viewing Customer Information on the Member Portal

Member Portal: View Member Profiles

Troubleshooting

Website

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