MembershipPortal documentation

Run membership operations with confidence.

Practical guidance for member profiles, payments, publications, connected services, and the edge cases real organizations encounter.

Start with the basics Browse every guide

Recommended first guide

Getting started

Learn how membership works, finish the first setup tasks, and find daily work in the organization workspace.

Read the guide

For: Organization owners and administrators
Length: 10 minute read

All guides

Find the work you need to do.

Membership

Managing members

Create and maintain member profiles for people, households, and institutions, including members without email.

12 minute read 03

Importing member data

Review and add members from a CSV or spreadsheet without hiding duplicates or partial problems.

15 minute read 04

Membership options and renewals

Configure membership options and create clear paid, complimentary, and lifetime membership periods.

13 minute read

Operations

Payments and receipts

Record offline payments, understand card-payment responsibilities, find receipts, and resolve payment issues.

14 minute read 06

Publications and mailing

Publish protected issues and produce reproducible digital and print recipient records.

13 minute read

Connections

Benefits, access, and connected services

Choose what each membership option includes, explain a member's access, and operate connected forums, resources, APIs, and webhooks.

15 minute read

Support

Member account and self-service

Help members set up portal access, renew, view receipts, update preferences, and open protected resources.

13 minute read 09

Security and privacy

Use roles, secure identity checks, private files, administrator history, and privacy workflows responsibly.

14 minute read

Common questions

Quick answers, with the reasoning attached.

Can I add a member without email?Yes. A full name is enough to create the record; email is required only for claiming and email-based self-service.Does a payment grant access immediately?A confirmed payment creates or extends a membership period. That period and the configured rules determine access.Can we import shared household email addresses?Yes. They are reviewed as warnings rather than automatically merged into one member.Why can’t a member open an issue?Inspect the current membership period, issue eligibility, one-member overrides, and final benefit or access result before changing the record.

A useful boundary

Documentation explains the product. Your organization sets the policy.

Eligibility for membership options, refund outcomes, privacy retention, delivery deadlines, and support contacts can differ by organization. When a guide identifies a policy decision, follow the configuration and approved procedures for your organization.