Set up and Customize Members Portal Pages

Introduction

The OfficeRnD Members Portal is an advanced web application that allows you to customize the default pages (modules), menus, and widgets. At the same time, it allows you to add custom pages and menu items.

Default Pages

The default available menus in the member portal depend on the status of the person that's logged in. We can divide this into two groups: Active and Non-Active.

Non-Active

Non-Active members have access to fewer things.

• Dashboard - Includes your Welcome picture, as well as quick view menus on the right for your Bookings and Tickets (disabled by default), as well as How-To Guides.
• Meeting Rooms Calendar - calendar that will allow your members to book rooms.
• Hotdesk Calendar - calendar that will allow your members to book desks (disabled by default).
• Billing - billing section with several subsections including Invoices, Payments Details, Memberships, One-Off Fees and Credits.
• Account - a section that includes several subsections, such as Profile, Bookings, Tickets, Terms and Conditions.
• Events - split by current and past, the events module will allow your members to see all events and eventually RSVP.
• Shop - contains plans and one-off fees to purchase (disabled by default).
• How-To Guides - includes the added how-to guides for each location.

Active

Active members have access to everything Non-Active members have, plus:

• Dashboard - the Active members Dashboard includes the public feed where members can see posts from admins and other members.
• Members - This section is a directory where you can view a list of Members or Companies using the co-working space.
• Messages - A page that allows you to send messages to other members or read ones you received (disabled by default).
• About Us - Additional information for each location as well as the admins managing the co-working space.
• Benefits - A list of benefits that members have access to.

How to Manage Available Pages

• Navigate to Settings/Apps/Member Pages.
• Check and uncheck the options listed there to control which pages and functions are available for members on the members portal.
• Change the title, icon and order of the pages by using the cogwheel next to each page and clicking Edit. Pages with the same number are ordered alphabetically. This can be done under the Main Menu and Personal Menus sections.

Custom Pages

Custom pages are additional pages you can add that are only visible to Active members.

To create a custom page:

• Navigate to Settings / Apps / Members Pages
• Scroll to the bottom of the page.
• Click Add Page

OfficeRnD also lets you also create the following types of custom pages:

• Calendar Page - you can create a custom calendar page that shows the availability of any resource type.
• Member Wall Page - you can create a custom wall page that shows contacts from your members' database with a specific tag or status.
• Static Page - you can create a simple HTML page with custom content.
• External (Embedded) Page - you can create an iFrame-based page that embeds into your Members portal.

There are several placeholders that you can put in the external page URL (surrounded by double curly braces - {{placeholderName}}).
With those placeholders, you can create a query string that shows a more personalized page based on the member details.
The placeholders are - memberName, memberId, companyName, companyId, token.

The token placeholder will be replaced with a token string, which can be used to pass an Authorization header to call some APIs on behalf of the member.

Example:

https://mypage.example.com/path/to/resource?mn={{memberName}}&mid={{memberId}}&cn={{companyName}}&cid={{companyId}}&t={{token}}