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

Zapier & webhooks

Connect membership, payment, and event updates to spreadsheets, CRM tools, and staff notifications.

Read the guide

For: Organization owners, administrators, and developers
Length: 8 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 04

Importing member data

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

15 minute read 05

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 07

Publications and mailing

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

13 minute read

Connections

Zapier & webhooks

Connect membership, payment, and event updates to spreadsheets, CRM tools, and staff notifications.

8 minute read 08

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 09

Organization agents (MCP)

Connect your organization's AI assistant, choose what it can read and update, and review sensitive changes before they happen.

10 minute read 10

Organization API

Connect trusted systems to member, membership, payment, publication, and access data with scoped keys and a focused HTTP API.

12 minute read 11

WordPress plugin

Connect your WordPress website, add membership blocks, protect content, and help members sign in and renew.

9 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 13

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.Can our AI assistant update records?Yes. An owner chooses its MCP capabilities and review policy. Member creation and profile edits can run immediately; sensitive changes wait for owner approval.How do we connect our own software?Create a scoped system key for the Organization API, then use the documented HTTP routes. API writes apply directly; agent connections use a separate review workflow.

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.