Portal access role

With this role you can log in and view some of your history, update your details and gain access to any restricted materials. This is commonly used for members who can see when their membership renews, the events they attended or any CPD they have recorded, but it can also be used for partners or clients to access forms that you can easily build, allowing folks you work with to interact without gaining access to the full power of the CRM. 

You can create pages which are not publicly available or give these users discounts to event registrations. The possibilities are extensive. If you'd like to explore an idea or ask "can we do this or that?" please get in touch.

Please log in as the Member Role using the following credentials:
Username: Member
Password: Member