essensys

Setting up Your Member Portal

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

What the Member Portal Looks Like for Users with Different Access Levels

Configure user permissions for your member portal and mobile app

Member Portal - Setting up Member Access Levels

Accessing Your Member Portal

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

Things to Consider when Launching Your essensys Member Portal

Restricting Member Portal Account Creation for External Clients

Disabling the Member Portal for External Clients

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

Inviting Members to Your Operate Member Portal / Contact Onboarding

Manage Users, Profiles and Permissions directly from the Member Portal

Managing Users on Your Member Portal

Create customized Text or HTML pages for your Operate Portal

Managing Portal Pages in Operate

Features you can use when integrating Operate with your website

Integrating Operate with your website

The process for setting up a CNAME for your Vanity URL

How to set up a CNAME for your Vanity URL in Operate

Add or Remove Portal sections by uninstalling corresponding modules

Installing / Uninstalling Operate Portal Modules

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

Operate Portal Page Responsiveness

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

Community Portal and GDPR

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

Customizing the look and feel of your portal

This guide explains how to automatically invite new members to your portal, once a customer activates a licence

Invite Members to Your Operate Member Portal / Automate New Contact Onboarding for Licences

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

Manually Inviting Members to the Operate Portal

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

General Operate Portal Guide for Members

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

Revoking Portal Access for a Contact

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

One-click Portal and App Invites

How to set up a Vanity URL in Operate

Getting Started

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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