Granting Members Portal Access to Customers

Customers automatically get access to your Members Portal when they sign up via the Members Portal.

If you register customers from the Admin Panel, you can grant Members Portal access one of two ways:

• Granting Members Portal access to new customers as you register them
• Granting Members Portal access to existing customers from your Customers list

Granting Members Portal Access to New Customers

The easiest way to grant your customers Members Portal access is to make sure the Send a welcome message toggle is enabled when you register a new customer.

Customers who are registered with this toggle enabled automatically receive an email notification with a temporary password, prompting them to log in and define their password.

Granting Members Portal Access to Existing Customers

You can also grant Members Portal access to existing customers at any point on the Admin Panel.

1. Log in to the Admin Panel if you aren't already.

2. Click Operations > Members and contacts.

3. Tick the checkbox next to every customer who needs portal access.

4. Click Grant online access in the Bulk actions menu.

5. Click Yes, do it to confirm.

You've successfully granted Members Portal access to the selected customers. They'll receive an email notification with a temporary password, prompting them to log in and define their password.