


General Operate Portal Guide for Members
Invite Members to Your Operate Member Portal / Automate New Contact Onboarding for Licences
One-click Portal and App Invites
Manually Inviting Members to the Operate Portal
Revoking Portal Access for a Contact
Managing Portal Pages in Operate
Community Portal and GDPR
Customizing the look and feel of your portal
Things to Consider when Launching Your essensys Member Portal
Setting up Your Member Portal
How to set up a CNAME for your Vanity URL in Operate
How to set up a Vanity URL in Operate
Installing / Uninstalling Operate Portal Modules
Accessing Your Member Portal
Integrating Operate with your website
Inviting Members to Your Operate Member Portal / Contact Onboarding
Member Portal - Setting up Member Access Levels
What the Member Portal Looks Like for Users with Different Access Levels
Managing Users on Your Member Portal
Disabling the Member Portal for External Clients
Operate Portal Page Responsiveness