Portals
Portal sites, pages and menus, sign-in, portal access, assets, hosting, and site settings.
Subjects
- Concepts11 articles
What Portals's records are and how they fit together.
- Get Started1 article
Set up Portals for your account in the right order.
- Tasks6 articles
Day-to-day work in Portals, one goal per article.
- Portal6 articles
What members and visitors do with Portals on the Portal.
- Configure16 articles
Setup for Portals: one article per setting group.
- Reference2 articles
Statuses, permissions, and what Portals does automatically.
- Troubleshooting3 articles
Symptoms, causes, and fixes for Portals.
Common Tasks
- View the Portal as a Member
Open your member portal exactly as a particular member sees it, using your own staff sign-in rather than their password, and understand what this method does and does not reproduce.
- Rebuild a Site Map
Regenerate the current site's page and menu index from the Maintenance screen when the portal's pages or navigation look wrong, and understand what a rebuild can remove.
- Follow Menus and Links Between Portal Pages
How clicking a menu item, a link, or a button on a portal page moves you to another page without reloading the whole site, and how a page can open your password change screen.
- Sign In and Open a Page That Shows Your Records
Why the portal asks you to sign in before showing pages with your own renewals, registrations, or invoices, and what happens if your sign-in is not yet connected to a member record.
- Choose the Site You Are Working On
See which site you are currently editing in the Portals Console, switch to another, and open the Console directly on a named site from a link.
- Visit a Portal Site
What you see when you open an association's portal, including its error page, currency codes on prices, and how staff can view the portal as one of their contacts.