For every new member creation, Kube uses the member portal defaults at the system level to determine the member's settings. The member can manually change their profile settings from within their member portal.
You can select defaults for the following settings:
Make New Member Profiles Public by Default
Allow Members To Turn Off Auto Pay
Default View for Bookings
Member Self Management Member Type
New Member Default Roles
Display Events and Community Menu Tiles
Allow Members Without a Contract to RSVP
Show Security Deposits
Only Show Properties with Contracts
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
CAUTION: Changes to these settings do not affect companies that already exist. Changes to these settings only apply to new companies and members.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
To set member portal defaults
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select the Settings tab.
Click the Edit button.
In the Member Portal Defaults section, make your selections.
Make New Member Profiles Public by Default
Select whether the member's profile is visible in the company directory when it is created. The member can change this selection in their Profile Settings.
Allow Member To Turn Off Auto Pay
Select whether a member can disable auto-pay in their account settings. If set to No, the member is prompted to contact the operator for assistance.
Default View for Bookings
Select which space listing view a member sees when they first land on the Make a Booking menu.
Member Self Management Member Type
Select the default type that is assigned to members who are created through the member portal. If new members should inherit the primary contact's type, leave this field empty. For more information about Member Types, see Adding a user and company type.
New Member Default Roles
Select the roles that members who are not the primary contact should be assigned by default when they are created. The Booking role is enabled by default.
Display Events and Community Menu Tiles
Choose whether a member whose company does not have an active contract can access the Event and Community menu tiles.
Allow Members Without a Contract to RSVP
Only appears if Display Events and Community Menu Tiles is set to Yes. Controls whether a member whose company does not have a contract can RSVP to events.Show Security Deposits
Select whether admins and billing role members see their security deposit on hand in their member portal.
Only Show Properties with Contracts
Select whether members can search for properties other than properties they have an active contract with.
Click Save.
TIP: The next step in the Kube system setup process is to set the prospect portal defaults. For more information, see Setting default prospect portal options.