Restricting and limiting member access

To access the member portal

1. Go to Roles and Permission > Member Portal from the left panel.

Preferences

Customize your member portal settings under preferences.

Members

To invite user

1. Click the Invite User button to invite users to join your member portal.
   

2. Users will be added to the All Members group when they accept your invite.

To add users to groups

Alternatively, click Invite to send the user an invitation without adding them to any groups.

To edit member information

1. Click on edit info.
   
   
   
   

2. Add all the required fields under Information.

 

You can also view what groups the members are part of, what pages and files they have access to.

To export members

You need to invite members before you export them.

To view pending invites

This section displays a list of invited members that are yet to accept your invitation.

The list of pending invites will be displayed here.

Groups

To create groups

All Members is a default group. Members who have accepted your invitation are added to this group automatically. You can remove specific pages and files from the All Members group if you don't want them to be visible to all users.

To delete members from your portal

1. Select Members tab.

2. Enter the email address of the member who you would like to delete in the search bar.

3. Click Delete.

 

     5. Click Delete once more.