MEMBER PORTAL (CASSIE)

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63 articles in this collection
Written by Nojan Hassanzadeh, James Yorston, and Jessica Laperle and 2 others
Getting Started

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

Setting Up Portal Passwords

What you need to know about how we are improving the handling of passwords in the Operate Portal
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Written by Nojan Hassanzadeh
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

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 alsoo using Operate's CRM Module
Written by James Yorston
Updated over a week ago

Setting Member Portal Access Levels for Contacts in Operate

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

Member Portal Access Levels on Portal Version 1

Member Portal Access Permissions in Version 1
Written by Jessica Laperle
Updated over a week ago

Member Portal Access Levels on Portal Version 2

Member Portal Access Permissions in Version 2
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
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

The Member Portal Feedback App

Receive Feedback from your Member Portal Users
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
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
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: How a Membership Plan Appears for Customers

Member Portal: What Customers See on a Membership Plan
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
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: Add Meeting Packages (CentreCharge)

Member Portal: CentreCharge Customers ONLY with Meeting Packages
Written by Jessica Laperle
Updated over a week ago

Member Portal: New Member Notification

Member Portal: Setting up an email template for Members that have been signed up
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
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

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

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

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:
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
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: Rentshare Operator Setup

Member Portal: Processing Payments using RentShare
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