Portal
What members and organization contacts do with their CRM records on the Portal.
8 articles shown
- Update Your Contact Profile
View and update your own contact details on the Portal, including the longer form you see the first time and where you land after saving.
- Manage Your Contact Information in the Portal
What you can see and change about your own contact record and your organization's other contacts on the Portal, and the boundaries Rhythm applies to both.
- View Contact Roles on the Portal
See the names of the contact roles your colleagues hold at your organization while you manage its people on the Portal.
- Manage Your Organization
Update your organization's own profile from the Portal, and create, edit, or remove its sub-organizations, such as divisions or chapters.
- Manage Your Organization's People
View, add, edit, and remove the people in your organization's Portal account, filter and sort the list, and see each person's membership status.
- View, Update, or Remove an Organization on the Portal
What you can see and change about your organization and the organizations related to it in its family tree, and why an organization outside that tree is out of reach.
- Search a Directory
Look someone up in a member or organization directory your association has published on the Portal, without signing in, and understand why some records or fields do not appear.
- View a Directory Entry
What you see after opening a listed contact's or organization's entry from a directory, and why an organization's entry never offers a working way to send a message.