MembershipPortal documentation

Run membership operations with confidence.

Practical guidance for member records, dues, publications, connected access, and the edge cases real organizations encounter.

Start with the basics Browse every guide

Recommended first guide

Getting started

Understand the records that drive MembershipPortal and prepare an organization for daily work.

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 records for people, households, and institutions, including records without email.

12 minute read 03

Importing member data

Map, validate, review, and apply a CSV member import without hiding duplicates or partial failures.

15 minute read 04

Memberships and renewals

Configure plans and use exact terms for paid, complimentary, and lifetime eligibility.

13 minute read

Operations

Payments and receipts

Handle card checkout, manual payments, recurring dues, receipts, refunds, and reconciliation.

14 minute read 06

Publications and mailing

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

13 minute read

Connections

Access and integrations

Explain entitlement decisions and operate connected forums, resources, APIs, and webhooks.

15 minute read

Support

Member account and self-service

Help members claim records, renew, view receipts, update preferences, and open protected resources.

10 minute read 09

Security and privacy

Use roles, MFA, private files, audit records, and privacy workflows responsibly.

12 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 term. The term and 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 term, issue eligibility, exceptions, and effective entitlement before changing the record.

A useful boundary

Documentation explains the product. Your organization sets the policy.

Plan eligibility, 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.