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Managing member roles

The Member Portal lets you manage your company info, make bookings and payments, and more—all in one place.

This article describes managing your members' assigned roles.

TIP: This article is intended to help your members with questions they may have about the Member Portal.

NOTES:

  • 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.

  • This option is only available if you are your company's primary contact, have been assigned the applicable role, and if the property operator has subscribed to this service.

Managing Member Roles

  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 the three dot additional option menu. Select Edit. The Edit Member prompt appears.

  5. In the Roles section, click the square select button next to which roles you want to set.

    TIP: Hover over the information icon to see more information about the role and which menus it grants access to.

  6. Click Save.

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