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 every workflow below requires the Membership Portal permission.
The Login Portal settings screen has seven tabs: Login Access, Portal Access Permissions, Profile Fields, Subscription Management, Portal Events, Portal Importer and Conference Events.
Workflow 1 — Set the Secondary ID and organisation field
- Go to Settings → Features → Login Portal → Login Access.
- Under Secondary ID for Portal Login, open the Select field dropdown and choose the field members will use to identify themselves alongside their email address — a member number, for example.
- Select Save.
- Under Viewing Organisation Details, open the Select field dropdown and choose the field that connects a contact to an organisation. This is what decides which contacts can see organisation details and financial information in the portal.
- Select Save. Each setting has its own Save button.
For more detail, see Enabling login access & passwordless login (Document ID: 349).
Workflow 2 — Create login groups and sync to Umbraco
Selecting Add Login Group creates the group immediately, before you name it or give it criteria — there is no cancel. Plan the group before you open it, and if you open one by mistake, remove it from the list afterwards.
- Go to Login Portal → Portal Access Permissions.
- Select Add Login Group, at the left above the list. The group is created and its editing panel opens.
- Replace the default name in Member group name at the top of the panel.
- Build Rule 1 under Define the criteria for this member group using the filters below: choose And or Or, set the Where row, then use Add Criteria or Add New Rule as needed.
- Select Save. Repeat for each group.
- Select Sync membership groups, at the right above the list, to publish the groups to Umbraco.
- In Umbraco, assign page permissions to the synced groups to secure your website pages.
- To maintain a group, use the pencil in the Edit column or the bin in the Remove column, then re-sync.
For more detail, see Portal access permissions & Umbraco sync (Document ID: 346).
Workflow 3 — Expose profile and custom fields
The Profile Fields tab is in two halves — View contact fields and View organisation fields — configured independently.
- Go to Login Portal → Profile Fields.
- Under View contact fields, expand each section and set what members can do:
- My profile details — tick Allow edit and Visible per field (First name, Last name, Title, Date of birth).
- Address details — one row per address type, with Allow edit, Minimum, Maximum and Set new/updated as primary.
- Contact details — one row per contact type, with the same four controls plus Show marketing preferences and Manage marketing preferences.
- Additional details (custom fields) — pick a field from Select custom field, select Add field to member profile, then tick Allow Edit in the table if members should be able to change it.
- Under View organisation fields, repeat for Address details, Contact details and Additional details (custom fields). These apply to the organisation's record and are only visible to contacts connected to an organisation through the field set in Workflow 1.
Address types and contact types are configured by your account, so the rows you see are your own rather than a fixed list.
For more detail, see Profile fields shown in the portal (Document ID: 353).
Workflow 4 — Configure subscription management and financial tables
- Go to Login Portal → Subscription Management.
- Under Subscription settings, set the four switches that decide what members can change for themselves — Auto-renew, Interval changes, Plan changes and Discounts & extras changes. These apply to all active subscriptions and cannot be set per plan.
- Under Available subscriptions, tick the plans members can reach in the portal.
- Expand a plan to open its Plan options and tick the add-ons included with it.
- Save your changes.
- Under Financial tables, expand Subscriptions, Invoices or Receipts and tick the columns members should see.
- Save your configuration.
For more detail, see Subscription & payment management in the Login Portal (Document ID: 352).
Workflow 5 — Set portal event RSVP options
- Go to Login Portal → Portal Events. The pane is headed Set RSVP Options.
- Choose a response from the Select option dropdown.
- Select Add RSVP Option. The response is added to the list below, and each row carries a Remove action.
There is no separate save step here — the list itself is the setting. For more detail, see Portal events (Document ID: 345).
The remaining tabs
Portal Importer and Conference Events are configured on this screen but are not yet covered by a guide.
- Portal Importer holds two settings, each with its own Save: Set Importer batch id field (a text field that records the batch id of an import against every record it creates) and Set Importer payment rules field (a single-select field whose options match your payment rules).
- Conference Events lists conference event groups, with Add conference event, and Edit and Remove actions per row.
Recommended setup order
For a new portal rollout, work through the workflows in this order:
- Login Access — decide how members sign in, and which contacts can see organisation data.
- Profile Fields — decide what members can see and edit.
- Subscription Management — expose subscriptions and financial tables.
- Portal Events — set RSVP options.
- Portal Access Permissions — build login groups and sync to Umbraco to secure pages.