Support

Member account and self-service

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

Audience
Members and member-support staff
Reading time
10 minute read

Before you begin

What you’ll need

  • A usable verified email for account access
  • An existing member record for claiming
  • A supported modern browser
01

Claim an existing membership

A claim invitation proves control of an email and asks the member to confirm the specific membership before linking it.

  1. Open the secure invitation sent by the organization.
  2. Sign in or create the invited account using the same verified email.
  3. Review the organization and membership that matched the invitation.
  4. Confirm the link. If more than one membership matches, review each one separately.
  5. Open the member portal and verify the displayed membership and access.
02

Maintain profile and delivery preferences

Members can review the organization-specific information used for contact and fulfillment, subject to organization policy.

  • Keep email, phone, and mailing address current.
  • Choose digital, print, or combined delivery when the membership plan permits it.
  • Review directory privacy and communication choices where enabled.
  • Submit a support or correction request when a protected field cannot be changed directly.
03

Renew and find receipts

The portal shows the current term, paid-through date, available renewal path, and normalized receipt history.

  1. Review the current plan, status, and paid-through date.
  2. Choose an available renewal and complete card payment on the hosted checkout page.
  3. Return to the portal and allow confirmed payment processing to complete.
  4. Refresh the membership if needed, then confirm the new term and receipt.
  5. Contact the organization with the checkout or receipt reference if the result remains pending.
04

Open publications and connected resources

Available resources reflect current membership eligibility and organization rules.

  • Open protected issues from the member portal so the system can authorize a short-lived file link.
  • Launch connected forums and resource centers through the provided member link.
  • If access is missing, give support the organization, resource name, member number, and approximate time of the attempt. Never share a password or sign-in code.