CiviCRM Showcase: Membership portal

This show case shows a portal for a membership organisation. A member gets access to this portal and in the portal it is possible to lookup the membership directory.

A member gets access as soon as the membership is active and the access is withdrawn as soon as the member is not a member any more.

The portal is an external system connected to CiviCRM.

From a member perspective

From a back office perspective

The back office can log into CiviCRM and create new contacts and members in CiviCRM. The video below will show the following:

  • Creating a new membership which also creates a new portal user
  • Dedupe a contact which merges the portal user accounts
  • The expiration of a membership which also remove the portal user and the access to the portal for the member