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Member Portal

A self-service area for your members

Overview

The Member Portal gives your members their own login to OrgBaseHQ. Instead of messaging admins with "how much do I owe?" or "was I marked present?", members can check for themselves. They can view their dues balance, see their activity attendance history, and update their own contact information — all without needing an admin account.

Portal URL: Your members log in at orgbasehq.com/portal/your-slug/login — share this link directly, or let members find it via the "Member Login" badge on your Public Page.

How Members Log In

Members don't need a password or an OrgBaseHQ account. They log in using a one-time code sent to their email — similar to how many banking apps work.

  1. 1Member visits the portal login page and enters their email address
  2. 2A 6-digit code is sent to their email (expires in 15 minutes)
  3. 3Member enters the code and is logged in for 7 days

Who can log in? Only active members with an email address on file. Inactive, suspended, or pending members cannot access the portal. If a member doesn't have an email in their profile, they'll need an admin to add one first.

Enabling the Portal

The Member Portal is disabled by default. An admin or founder can enable it in a few clicks:

  1. 1Navigate to Settings > Organization
  2. 2Scroll down to the Member Portal card
  3. 3Toggle Enable Member Portal on
  4. 4Click Save Changes — the portal URL will appear

If you also have your Public Page enabled, a "Member Login" badge will automatically appear in the hero section. Members can click it to go straight to the login page.

What Members Can See

Once logged in, members have access to four pages — each focused on a different part of their membership.

Dashboard

A personalized welcome page showing key stats at a glance:

  • Outstanding Balance — Total unpaid dues across all periods (highlighted in orange if > 0)
  • Activities Attended — Total number of activities marked as attended
  • Membership Status — Current status (active, etc.)
  • Member Since — Year the member joined the organization
  • Upcoming Activities — Next 3 activities the member is registered for

Profile

Members can view their full profile and edit their contact details:

Read-Only (Admin Managed)

  • Full name
  • Membership type
  • Member ID
  • Status
  • Join date
  • Birthday

Editable by Member

  • Email address
  • Phone number
  • Address (street, city, state, ZIP, country)
  • Social media links

All profile changes are recorded in the Activity Log for full audit traceability. Changes show which fields were modified and by whom.

Dues

A complete history of the member's dues and payments:

  • Summary — Total outstanding balance and total paid all-time
  • Period cards — Each dues period shown with name, date range, due date, and status
  • Status badges — Paid, Partial, Unpaid, Overdue, or Waived
  • Payment details — Click any period to expand and see individual payments (date, amount, method, reference)
  • Late fees & waivers — Shown when applicable

Members can view their dues but cannot make payments through the portal. Payment recording remains an admin-only function.

Activities

The member's full activity attendance history:

  • Filter tabs — All, Upcoming, Attended, Missed
  • Activity details — Title, type, date/time, location
  • Attendance status — Registered, Attended, Absent, or Excused
  • Check-in time — Shown for attended activities
  • Feedback — "Submit Feedback" link appears for attended activities that have an active feedback form

Security & Privacy

How It's Protected

  • No passwords stored — Each login uses a fresh one-time code, so there are no passwords to leak or forget
  • Session isolation — Portal sessions are completely separate from admin sessions. A member logging in cannot access any admin features
  • Org-scoped data — Members can only see their own data within their organization. They cannot view other members' information
  • Instant revocation — If you deactivate a member or disable the portal, their session is immediately invalid on the next page load
  • Bot protection — The login form uses ALTCHA proof-of-work challenges to prevent automated attacks
  • Code limits — Login codes expire after 15 minutes and are locked after 5 failed attempts
  • Audit trail — All profile changes made by members are logged in the Activity Log

Frequently Asked Questions

A member says they can't log in. What should I check?

Make sure the member has an email address on their profile and their status is active. Inactive, suspended, or pending members cannot access the portal. Also verify the portal is enabled in Settings.

Can members change their own name or membership type?

No. Name, membership type, status, member ID, and birthday are admin-managed fields. Members can only edit their contact information (email, phone, address, social links).

Can members pay their dues through the portal?

Not currently. The portal is read-only for dues — members can see what they owe and their payment history, but payment recording is still done by admins.

Is the portal a separate app from the admin dashboard?

Yes. The portal has its own login system (magic codes, not passwords), its own layout, and its own session. It's designed for members, not admins. Admin features are never accessible from the portal.

What happens if I disable the portal while members are logged in?

Their session becomes invalid immediately. On their next page load or navigation, they'll be redirected to the login page which will show "Portal not available."

Two members share the same email. Can they both log in?

No. If multiple members in your organization have the same email address, the portal will show an error asking them to contact their admin. To resolve this, make sure each member has a unique email address.

Tips

  • Make sure all your members have email addresses on file before enabling the portal
  • Share the portal link in your group chat, newsletter, or social media
  • Enable the Public Page too — it adds a "Member Login" button automatically
  • Keep dues periods and activity attendance up to date so members see accurate information
  • Check the Activity Log periodically to review profile changes made by members
  • If a member leaves, deactivating them immediately revokes portal access — no password reset needed