The member and staff areas

Spotlight

Members and staff with a login get an area of their own rather than the client area.

  • Member areaTheir membership and standing, and what Membership Policy allows: dues and renewal, giving history, documents, their own contact details.
  • Staff homeTheir week at a glance, the hours recorded in their name for the last ninety days, time off with a calendar and requests, payslips to download and the documents you share with them, each part a switch on Employer Policy.
  • EmailEither area can offer an Email page for the addresses that person holds on your domain.
  • One loginSomebody who is also a client switches between areas from the account menu.

Internal notes stay internal

Notes filed on a record are for administrators and are never shown in the portal.

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  • portal, members, staff, self-service
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