The member portal is designed to give your members exclusive access to objects that are not publicly available. It enables you to offer your members extra benefits, thank them for their support, and simultaneously generate additional revenue for your organization. In this manual, we explain how to manage and make the most of the member portal. The system is designed with a roles and permissions system, allowing you to manage access to data in a flexible manner.


Manage Members
As an administrator, you have the option to add and manage members via the menu on the left side of the dashboard.

Add Members

1. Go to 'Management/Members' on the left in the side menu.
2. Click on the plus icon in the member management
3. Enter the new member's email address
4. Enter the name of the new member
5. Click on save
6. The new member receives an email with a temporary password.
7. The new member is asked to set their own password.
8. The new member now has access to exclusive content.

Member Institutions

1. You can manage the settings via the gear icon in the member overview.
2. Here you can, among other things:
   1. Upload a logo
   2. Set up a welcome message for new members
   3. Customize the text for the password recovery email (this is already filled in, but can be adjusted as desired)
3. Click save after making a change.

Manage your own member and user roles
If you use the 'Member Portal' module, you have the option to create and manage your own roles. Go to the 'Roles' page in the menu on the left. Click the + button to add a new user role. Give the role a name (for example, 'Volunteer') and set the permissions these users receive in the dashboard. For example, you could also create a role for a photographer who only gets access to the file manager.

Exclusive access for members
For members, you can create a role that provides access to exclusive and/or copyrighted content via the frontend of your website. You can set this per collection and per topic. The object data that you have set to public via an eye icon is only shown to members or users with a role that provides access to this content.

Linking roles to members, public frontend and Linked Open Data

1. Go to 'Settings' in the left-hand side menu of the dashboard.
2. Set the roles for members, for the public frontend on your website, and for Linked Open Data
3. Then click save
   
   

Login and Security
If you use the member portal module, the frontend automatically receives a login button. For optimal security, the login screen opens a new window where members can enter their email address and password. This ensures a secure and user-friendly login experience. Your logo is displayed above the login function so that members know for sure they are logging in with you.


In summary
The member portal offers a structured way to manage objects and grant members access to specific collections. The system is flexible and allows you to set up customized roles and access levels. With the administrator functionality, you can easily add members, adjust settings, and ensure the security of the portal.

Should you have any questions regarding the use of the portal or specific settings, please do not hesitate to contact us.