Login portal — Workflows: step-by-step

This page brings together the end-to-end workflows for setting up and maintaining the Login portal. All configuration lives under Settings → Features → Login Portal, and most steps require the Membership Portal permission.

Workflow 1 — Set the Secondary ID and organisation field

1. Go to Settings → Features → Login Portal → Login Access.
2. Choose the Secondary ID for portal login from the dropdown (for example, member number).
3. Click Save.
4. Choose the record field used to display organisation details in the portal.
5. Save your changes.

Workflow 2 — Create login groups and sync to Umbraco

1. Go to Login Portal → Portal Access Permissions.
2. Click Add Login Group to open the mini List Builder.
3. Define the criteria for the group, then click Create. Repeat for each group you need.
4. Click Sync membership groups (top-right) to publish the groups to Umbraco.
5. In Umbraco, assign page permissions to the synced groups to secure your website pages.
6. Use Edit or Delete to maintain groups, then re-sync after any changes.

Workflow 3 — Expose profile and custom fields

1. Go to Login Portal → Profile Fields.
2. Choose the visible and editable fields for Profile, Address, Address Types and Contact Types.
3. Under Additional Details / Custom Fields, pick a custom field from the dropdown and click Add Field to member profile.
4. Tick Allow edit to let members update it (non-text custom fields remain view-only).
5. Save your changes.

Workflow 4 — Configure subscription management and financial tables

1. Go to Login Portal → Subscription Management.
2. Tick Available in Portal per subscription to allow members to self-manage it.
3. Expand Add-ons / Options and tick the items to expose.
4. Open Configure Financial Tables and choose the columns for the Subscriptions, Invoices and Receipts tables.
5. Save your configuration.

Workflow 5 — Set portal event RSVP options

1. Go to Login Portal → Portal Events.
2. Select which RSVP options members can use when registering via the portal.
3. Save your selection.

Recommended setup order

For a new portal rollout, work through the workflows in this order:

1. Login Access — decide how members sign in.
2. Profile Fields — decide what members can see and edit.
3. Subscription Management — expose subscriptions and financial tables.
4. Portal Events — set RSVP options.
5. Portal Access Permissions — build login groups and sync to Umbraco to secure pages.