Invite Families - Member Portal
The Member Portal is a great tool that saves time for the parish office and can help create an engaged community. We know at times it is difficult to get the community to respond to new ways of doing parish business so it may be beneficial to do some preliminary work prior to inviting them into the member portal.
IN THIS ARTICLE:
How to Invite Families
Pro-Tip: Prior to sending out Member Portal invitations, you may want to add a blurb in the bulletin letting parishioners know the benefits of using the Member Portal and ask your pastor to speak about the upcoming Member Portal invite.
It's a good opportunity to explain to parishioners that they will not receive the invite unless the parish office has their email. Families need a valid email in order for them to log in to the member portal.
Important Note: A staff member cannot be registered for the Member Portal with the same email they use to access the database for their staff duties. Security access levels differ for employee access and member portal access. The employee will need to use a different email for Member Portal access.
To invite your parishioners to the member portal:
The subject line will include the name of your Parish which is pulled from the name you entered under Administrative > Church Maintenance. The body of the letter can be edited and personalized with the exception noted below.
More Information about the Member Portal
The Member Portal Invite will get sent to all families that match your search parameter (Active families only if you followed Step 2 above), and have a valid email address listed. If a family has already registered for the Member Portal, they will not receive another invitation (so you are free to continue inviting Active families overtime).
The screenshot below shows you the invitation the parishioners will receive (or the personalized message that you create). Within the body of the letter, each parishioner will receive a unique link that is tied to their Family Record ID.
Note: This link expires in 10 days. If the link has expired do not resend the original link. Send the family a new member portal invite by locating and opening up their family record, then going to Families > Invite Families. An invitation will only be sent to the family that you are currently viewing.
No further action is needed by the Administrator. As long as the parishioner opens the invitation, clicks on the link, and completes the registration they will have access to their family information.
Parishioners that register for the Member Portal will automatically appear in Administrative > User Security with Member Portal access.
Pro-Tip: When a family with a status of New Register comes in, you can respond by inviting them to the Member Portal. You may use the Member Portal invitation to personally welcome them and invite them to sign up for the Member Portal. This note can include attachments and/or links (perhaps a detailed census form).
How Families Can Register
This video explains how parishioners can register for the Member Portal and what their view may look like on a small device. You are free to add this link to your parish website for your parishioners to reference
What Parishioners Can See
This section describes what parishioners will be able to see when they register and log into the Member Portal.
Note: The family note box is for parish use only and cannot be viewed or edited by the parishioner. This box will be grayed out and show three asterisks *** as displayed in the screenshot below.
If the family member clicks on their name and then the Scheduling tab, they may view their individual ministry schedule or the entire schedule.
If your church has set up the payment link for online giving, then the member can go to the Donate tab and click on Subscriptions and the family will be brought to the parishes online giving form.