essensys

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

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

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

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

Create customized Text or HTML pages for your Operate Portal

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

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

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

The process for setting up a CNAME for your Vanity URL

Add or Remove Portal sections by uninstalling corresponding modules

Features you can use when integrating Operate with your website

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

Configure user permissions for your member portal and mobile app

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

Manage Users, Profiles and Permissions directly from the Member Portal

Restricting Member Portal Account Creation for External Clients

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