Member Portal Module
Welcome to the KLEKSI Member Portal documentation. This portal is designed to give your members exclusive access to objects that are not publicly available. It allows you to offer your members additional benefits, thank them for their support and at the same time generate additional revenue for your organization. In this manual we will explain how to manage the Member Portal and make the most of it. The system is designed with a role and permission system, which allows you to manage access to data in a flexible way.
Overview of Collections and Roles
In the member portal three main collections are defined:
1. Public
Description: Objects that should be publicly visible, please add to the Public collection.
Access: This collection is accessible to anyone who visits the website.
Usage: This is ideal for objects you want to share publicly.
2. Members
Description: Objects that are exclusively for members are associated with the Members collection.
Access: Only members of the organization have access to this collection.
Usage: This collection is intended for exclusive content that you want to show only to registered users.
3. Linked Open Data
Description: Data you want to share via Linked Open Data will be added to the Linked Open Data collection.
Access: This data may be shared with other organisations or systems that support Open Data.
Usage: This is ideal for sharing structured data in an open and standardized way.
Roles and Access
The collections act as roles within the system. This allows you to create new roles and give different levels of members access to specific collections. This allows for flexible access based on the needs of your organization.
If you prefer, we can set up the Public collection for both the frontend and Linked Open Data, potentially saving an additional collection.
Members Manage
As an administrator, you have the ability to add and manage members via the left side of the portal.
Add Members
- Go to 'Members' on the left in the side menu
- Click on the plus icon in the member management
- Enter the email address of the new member
The member will automatically receive an email with a temporary password. The member can set their own password at the first login.
Members Settings
- You can manage the settings via the gear icon in the member overview
- Here you can, among other things: Upload a logo
- Set a welcome message for new members
- Customize the text for the password reset email (this is already filled in, but can be customized as desired)
Login and Security
A login button has been added to the frontend of the portal. For optimal security, the login screen opens a new window where members can enter their email address and password. This provides a secure and user-friendly login experience.
Summary
The Member Portal provides a structured way to manage objects and grant members access to specific collections. The system is flexible and allows you to set up custom roles and access levels. The admin functionality allows you to easily add members, adjust settings and ensure the security of the portal.
If you have any questions about using the portal or specific settings, please do not hesitate to contact us.