The Member Portal lets you manage your company info, make bookings and payments, and more—all in one place.
This article describes managing your company's members.
TIP: This article is intended to help your members with questions they may have about the Member Portal.
NOTE: If you have not received your Welcome Email, please reach out to your property manager. This email contains all the information you need to log in and get started.
Adding a member
Log in to your member portal using the link provided in your welcome email. The home screen appears.
NOTE: You may see fewer tiles or menus than referenced in this article, depending on your member role.
Select the Teams tile. The My Company menu appears.
Select the Members tab.
Click Add Member. The Add Member prompt appears.
Complete the fields. See the end of this article for a screen reference.
Click Save.
Edit a member
Log in to your member portal using the link provided in your welcome email. The home screen appears.
NOTE: You may see fewer tiles or menus than referenced in this article, depending on your member role.
Select the Teams tile. The My Company menu appears.
Select the Members tab.
Locate the member in the list and click the three dot addtional options
button.Select Edit from the drop down.
Complete the fields.
Click Save.
Archive a member
Log in to your member portal using the link provided in your welcome email. The home screen appears.
NOTE: You may see fewer tiles or menus than referenced in this article, depending on your member role.
Select the Teams tile. The My Company menu appears.
Select the Members tab.
Locate the member in the list and click the three dot addtional options
button.Select Archive from the drop down.
Complete the fields.
Click Save.
Download your team roster
Log in to your member portal using the link provided in your welcome email. The home screen appears.
NOTE: You may see fewer tiles or menus than referenced in this article, depending on your member role.
Select the Teams tile. The My Company menu appears.
Select the Members tab.
Click Download Team Roster.
Select a file type, and complete the prompts to complete the download.
Adding a member screen reference
Primary Property | Select the property where the member conducts most of their business. |
Groups | Select the groups the member belongs to within the company. If no group should be assigned, leave this section empty. |
Roles | Select the member's role(s). |
Memberships | Select available memberships to assign to the member. If no membership should be assigned, leave this section empty. |