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Managing your company's team members

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 sign in and get started.

Adding a member

  1. Sign in to your member portal using the link provided in your welcome email. The home screen appears.

    NOTE: For more information about signing in, see Signing into the Member Portal.

  2. Select Teams from the side menu. The My Company menu appears.

  3. Select the Members tab.

  4. Click Add Member. The Add Member prompt appears.

  5. Complete the fields. See the end of this article for a screen reference.

  6. Click Save.

Edit a member

  1. Sign in to your member portal using the link provided in your welcome email. The home screen appears.

    NOTE: For more information about signing in, see Signing into the Member Portal.

  2. Select Teams from the side menu. The My Company menu appears.

  3. Select the Members tab.

  4. Locate the member in the list and click the three dot addtional options button.

  5. Select Edit from the drop down.

  6. Complete the fields.

  7. Click Save.

Archive a member

  1. Sign in to your member portal using the link provided in your welcome email. The home screen appears.

    NOTE: For more information about signing in, see Signing into the Member Portal.

  2. Select Teams from the side menu. The My Company menu appears.

  3. Select the Members tab.

  4. Locate the member in the list and click the three dot addtional options button.

  5. Select Archive from the drop down. A confirmation prompt appears.

  6. Click OK.

Download your team roster

  1. Sign in to your member portal using the link provided in your welcome email. The home screen appears.

    NOTE: For more information about signing in, see Signing into the Member Portal.

  2. Select Teams from the side menu. The My Company menu appears.

  3. Select the Members tab.

  4. Click Download Team Roster.

  5. 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).
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​TIP: Hover over the information icon to see the list of menus each role has access to.

Memberships

Select available memberships to assign to the member. If no membership should be assigned, leave this section empty.

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