Invite Member to Member Portal / Grant Member Portal Access

Overview

OfficeRnD provides a members' portal where you can engage with your members and invite them to book meeting rooms and pay their invoices. A member can join the portal if they:

• Sign up to the portal themselves.
• Receive an invitation sent from a space or office administrator.

IMPORTANT: If you have created the profile of the member directly in the admin site, the member will not be automatically invited to the portal.

IMPORTANT: The invitation email contains a token that logs the member in the portal and prompts them to create a password. The token is only valid for 72 hours. If the member didn't manage to open the email and click on the Sign-in button within those 72 hours, you can simply re-send them the Welcome email and they'll get a new token. Learn more 

1. Log into the OfficeRnD Flex Admin Portal
2. Navigate to the Community module and navigate to Members

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal

2. Click the Community module

3. Click on Members

4. Member Overview

The members' overview screen displays the members in the platform with their name, status, and membership.

5. Click on a specific member that needs member portal access

6. Member Profile Overview

Granting member portal access is done from the individual member's profile. The left-hand menu, with general member profile information, contains an Access section.

Note: The member must have a valid email address added to their profile.

7. Click Enable

Once enabled, the member will receive a Welcome email from OfficeRnD. This is a templated email in the platform that can be edited for more personalization and accuracy.

IMPORTANT: The invitation email contains a token that logs the member in the portal and prompts them to create a password. The token is only valid for72 hours.

8. Member Access Status Change

When the member's access is granted, the Member Portal Access field will update.

Success! You've successfully granted access to the member portal. The member will receive the Welcome email that will contain a unique Sign In option for them to set a password.