General Operate Portal Guide for Members

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

Written by Sean Baker
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 Claire Luik
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 Claire Luik
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

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Written by Usman Ali
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 James Yorston
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 James Yorston
Updated over a week ago

Setting up Your Member Portal

The Overall Member Portal Setup Process

Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Integrating Operate with your website

Features you can use when integrating Operate with your website

Written by James Yorston
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 James Yorston
Updated over a week ago

Setting up Member Portal Access Levels

Contact Operate Member Portal Access Permissions

Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Managing Users on Your Member Portal

Manage Users, Profiles and Permissions directly from the Member Portal

Written by James Yorston
Updated over a week ago

Disabling the Member Portal for External Clients

Restricting Member Portal Account Creation for External Clients

Written by James Yorston
Updated over a week ago

Managing Portal Pages in Operate

Create customized Text or HTML pages for your Operate Portal

Written by James Yorston
Updated over a week ago

Operate Portal Page Responsiveness

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

Written by Claire Luik
Updated over a week ago

Announcements on the Member Portal

Post Announcements on Your Member Portal

Written by Jessica Laperle
Updated over a week ago

Member Portal Shout Outs

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

Written by James Yorston
Updated over a week ago

The Member Profile on the Member Portal

Managing Your Member Portal Profile

Written by James Yorston
Updated over a week ago

Member Portal Privacy Settings

Manage the Privacy of Your Member Portal Profile

Written by James Yorston
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 Jessica Laperle
Updated over a week ago

Paying Operate Invoices on the Member Portal

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

Written by James Yorston
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 James Yorston
Updated over a week ago

Member Portal Community Email Notifications Explained

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

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Written by Usman Ali
Updated over a week ago

Adding Events to the Member Portal

Allow Users to Register for Events Using Your Operate Portal Module

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Written by Nojan Hassanzadeh
Updated over a week ago

Registering for an Event on the Member Portal

Use the "My Events" Area of the Member Portal to Register for and View Events to Attend

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Written by Nojan Hassanzadeh
Updated over a week ago

Making a Booking on the Operate Portal

This guide explains the booking process on the Operate Portal

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Written by Nojan Hassanzadeh
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 Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
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 Claire Luik
Updated over a week ago

Operate Member Portal: Introduction to Online Plans - The Benefits

Operate Member Portal: The Benefits of Using Online Plans

Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Member Portal: Online Plan Types

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

Written by Jessica Laperle
Updated over a week ago

Member Portal: The Difference Between Plans and Packages

Member Portal: Packages Are Contained within Plans

Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Member Portal: Creating Online Plans

Member Portal: The General Online Plan Creation Process

Written by Jessica Laperle
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 Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Member Portal: Testing your Plans

Member Portal: How to Test Your Newly Created Plan

Written by Jessica Laperle
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 Jessica Laperle
Updated over a week ago

Member Portal: New Plan Purchased Notification

Member Portal: Knowing when a Plan is Purchased

Written by Jessica Laperle
Updated over a week ago

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 James Yorston
Updated over a week ago

Member Portal: Signing Up with Twitter

Creating an Member Portal Account Using Twitter

Written by Jessica Laperle
Updated over a week ago

Member Portal: Configuring LinkedIn SSO

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

Written by Jessica Laperle
Updated over a week ago

Portal Payments in Operate

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

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Written by Nojan Hassanzadeh
Updated over a week ago

Payment Settings Configuration on the Operate Portal

Manage payment methods and recurring payments on the Operate Member Portal

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Written by Nojan Hassanzadeh
Updated over a week ago

Member Portal: Payment Gateways Supported

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

Written by Jessica Laperle
Updated over a week ago

Payment Notifications on the Operate Member Portal

How to manage payment notifications on your Operate Member Portal

Written by Claire Luik
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 Claire Luik
Updated over a week ago

Member Portal: Paying by Stripe ACH

Member Portal: Making Portal Payments using Stripe ACH (US Only)

Written by Claire Luik
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 Claire Luik
Updated over a week ago

Member Portal: SagePay Payments Setup

Setting Up SagePay Payments within Operate Portal

Written by Jessica Laperle
Updated over a week ago

Operate Member Portal: GoCardless Setup

Using GoCardless as a Payment Processor within your Operate Portal

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Written by Nojan Hassanzadeh
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 Claire Luik
Updated over a week ago

Member Portal: eWAY Test Card Details

Member Portal: Card Numbers to Use for eWAY Tests

Written by Jessica Laperle
Updated over a week ago

Member Portal: PlacePay Operator Setup

Member Portal: Processing Payments using PlacePay

Written by James Yorston
Updated over a week ago

Member Portal: RentShare for Clients

How Clients can Pay on Your Member Portal via RentShare

Written by James Yorston
Updated over a week ago

Member Portal: Adding a Payment Method for RentShare

Managing Your Member Portal Payment Settings and Methods

Written by James Yorston
Updated over a week ago

Searching the Member Portal

Available Member Portal Search Features

Written by Jessica Laperle
Updated over a week ago

Member Portal: View Member Profiles

Viewing Customer Information on the Member Portal

Written by Jessica Laperle
Updated over a week ago