The Member Portal in OfficeRnD provides different levels of access based on a user's role and status. These permissions ensure that members only see and interact with the features relevant to them.
Before you start
You must invite a member to the Member Portal to grant them access. Invite a member to the Member Portal →
Types of Member Portal users
Users in the Member Portal are categorized into the following types:
Non-Active Members: Include all members with "Drop-In" or "Inactive" roles.
Active Members: Include all members with the roles "Individual Member" and "Contact Person or Billing Person".
When a member's status changes to Former or Contact, their access to the Member Portal and Member Tools is automatically revoked.
The "About Us" page doesn't appear if the user has a "Contact" status and comes from an inactive company. If the status is manually set to "Contact", they will lose access to the Member Portal.
User permissions
The permissions in the Member Portal vary by user role and status. The table below outlines these permission levels.
To control feature availability without role-based restrictions, go to Settings > Experience Hub > Member Pages and select or clear the checkboxes.
Modules / Actions | Non-Active Member | Active Member | Active Member |
Personal profile page | ✔ | ✔ | ✔ |
Company profile page | ✖ | ✖ | ✔ |
Bookings page (Profile) | ✔ | ✔ | ✔ |
Allowance page (Profile) | ✔ | ✔ | ✔ |
Billing page | Personal billing | Personal billing | Company billing |
Memberships page | ✔ | ✔ | ✔ |
Members Wall | ✖ | ✔ | ✔ |
Messages | ✖ | ✔ | ✔ |
Growth Hub | ✔ | ✔ | ✔ |
Public calendars | ✔ | ✔ | ✔ |
Posts and comments | ✖ | ✔ | ✔ |
Events | ✔ | ✔ | ✔ |
Custom pages | ✖ | ✔ | ✔ |
Shop | ✔ | ✔ | ✔ |
Tickets | ✔ | ✔ | ✔ |
Visitors | ✖ | ✔ | ✔ |
About Us page | ✖ | ✔ | ✔ |
How-to guides | ✔ | ✔ | ✔ |
Benefits | ✖ | ✔ | ✔ |
FAQ: User permissions
How does billing information differ across user types?
How does billing information differ across user types?
Non-Active and Active Individual Members see only personal billing information.
Contact and Billing Persons can view company-level billing information.
Can all users edit their personal profiles?
Can all users edit their personal profiles?
Yes, all user types (Non-Active Members, Active Individual Members, and Contact/Billing Persons) can edit their personal profiles.
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