MEMBER PORTAL

N Jessica Laperle avatar James Yorston avatar +4
67 articles in this collection
Written by Nojan Hassanzadeh, Jessica Laperle, James Yorston and 4 others
Getting Started

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
Claire Luik avatar
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
Claire Luik avatar
Written by Claire Luik
Updated over a week ago

Cassie to Operate Portal Migration

What you need to know if your Cassie Portal is now managed via Operate
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Written by Nojan Hassanzadeh
Updated over a week ago

Community Portal and GDPR

How the new GDPR standards have been met within the Community Portal
Alex Taylor avatar
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
James Yorston avatar
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:
James Yorston avatar
Written by James Yorston
Updated over a week ago

Setting up Your Member Portal

The Overall Member Portal Setup Process
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Installing / Uninstalling Operate Portal Modules

Add or Remove Portal sections by uninstalling corresponding modules
Nicole Lachowicz avatar
Written by Nicole Lachowicz
Updated over a week ago

Accessing Your Member Portal

How to Gain Access to Your Member Portal
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Integrating Operate with your website

Features you can use when integrating Operate with your website
James Yorston avatar
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
James Yorston avatar
Written by James Yorston
Updated over a week ago

Setting Member Portal Access Levels for Contacts in Operate

Contact Operate Member Portal Access Permissions
Jessica Laperle avatar
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:
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Contacts Setting Member Portal Access Levels for their Colleagues

How Admins and Mid-Level Users can Give Others Access to the Member Portal
Jessica Laperle avatar
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
James Yorston avatar
Written by James Yorston
Updated over a week ago

Disabling the Member Portal for External Clients

Restricting Member Portal Account Creation for External Clients
James Yorston avatar
Written by James Yorston
Updated over a week ago

Managing Portal Pages in Operate

Create customized Text or HTML pages for your Operate Portal
James Yorston avatar
Written by James Yorston
Updated over a week ago

The Member Portal Feedback App

Receive Feedback from your Member Portal Users
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Operate Portal Page Responsiveness

This article clarifies the mobile responsive pages within the Operate Member Portal
Claire Luik avatar
Written by Claire Luik
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
Jessica Laperle avatar
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
Jessica Laperle avatar
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
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: The Difference Between Plans and Packages

Member Portal: Packages Are Contained within Plans
Jessica Laperle avatar
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?
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: Creating Online Plans

Member Portal: The General Online Plan Creation Process
Jessica Laperle avatar
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
Jessica Laperle avatar
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
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: Testing your Plans

Member Portal: How to Test Your Newly Created Plan
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: How a Membership Plan Appears for Customers

Member Portal: What Customers See on a Membership Plan
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: How a General Plan Looks Like for Customers

Member Portal: What Customers See on a General Plan
Jessica Laperle avatar
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
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: New Plan Purchased Notification

Member Portal: Knowing when a Plan is Purchased
Jessica Laperle avatar
Written by Jessica Laperle
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
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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
Jessica Laperle avatar
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
Claire Luik avatar
Written by Claire Luik
Updated over a week ago

Member Portal: Stripe Setup

Member Portal: Processing Payments using Stripe
Claire Luik avatar
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)
Claire Luik avatar
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"
Claire Luik avatar
Written by Claire Luik
Updated over a week ago

Member Portal: SagePay Payments Setup

Setting Up SagePay Payments within Operate Portal
Jessica Laperle avatar
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 for the Operate Member Portal:

Processing Payments with Checkout.com on the Operate Member Portal:
Claire Luik avatar
Written by Claire Luik
Updated over a week ago

Using Infintech as a Payment Gateway on Your Member Portal

Installation, Setup and Payment Collection using Infintech on the Member Portal
Claire Luik avatar
Written by Claire Luik
Updated over a week ago

Member Portal: eWAY Test Card Details

Member Portal: Card Numbers to Use for eWAY Tests
Jessica Laperle avatar
Written by Jessica Laperle
Updated over a week ago

Member Portal: Rentshare Operator Setup

Member Portal: Processing Payments using RentShare
James Yorston avatar
Written by James Yorston
Updated over a week ago

Member Portal: RentShare for Clients

How Clients can Pay on Your Member Portal via RentShare
James Yorston avatar
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
James Yorston avatar
Written by James Yorston
Updated over a week ago