Member portal roles are permissions that are assigned to a member that allow the member to access different menus to perform different tasks within their Member Portal. When the Member Self Management service is enabled, the primary contact of a company, as well as any members assigned the Admin role, can update other members' roles.
This article describes updating a member's role on the company's behalf.
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.
Updating a member's member portal role
Select Customers in the top menu and select Members from the drop-down menu.
Locate the member in the grid and click the member's name. The Member Essentials window appears.
NOTE: If you have not added a member yet, see Adding a member.
Click the Edit button.
In the Member Portal Roles section, set the roles that correspond to the tasks the member is allowed to complete. See the end of this article for Member Portal Roles Screen Reference.
NOTE: If the member has additional companies, there is a separate row for each company to define the assigned roles for each company.
Click Save.
TIP: The primary contact automatically has access to all menus in the member portal. Additional members only have access to the My Profile, My Company, Community, Door Access Control, Support, Events, and Wi-Fi menus. If you want to control which companies have access to the Event and Community menus, see Setting default member portal options.
Member Portal Roles Screen Reference
Company | List of companies the member belongs to. Different roles can be assigned per company. |
Admin | Adds access to the My Memberships menu where the member can view current and past Spaces, Packages, Amenities, and Miscellaneous items from contracts. Setting this role also allows the member to add and edit members if your organization is subscribed to the Member Self Management service. |
Billing | Adds access to the My Account menu, where the member can view and pay invoices and download receipts. Setting this role also adds the member's email address to the list of Billing Recipients. |
Booking | Adds access to the Book a Space and Manage Bookings menus, where the member can make new bookings and manage their current bookings. |
Config | Adds access to the Configure Amenities menu, where the member can activate and assign configurable amenities that have been purchased. |
Marketplace | Adds access to the Marketplace menu, where the member can buy packages and amenities. |