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Seeing from a Members perspective
Seeing from a Members perspective

Discover how to view Join It from your Members' perspective

Genna Ajram avatar
Written by Genna Ajram
Updated this week

Summary

Gain insight into the membership experience by seeing it from your Members' perspective. By adding yourself as a Member, you can observe firsthand how they navigate your organization’s portal and settings.

Step by Step Guide

Step 1: Adding yourself as a Member

The easiest way to do this is by using the 'Add Member' feature in your Admin Dashboard. Note: You'll want to make sure to use the same email that you log into your Organization with.

Description of screenshot: Displaying how to add yourself as a Member via the Dashboard

Step 2: Access the Member Portal

Then you'll want to click on the 'View Member Portal' button in the bottom left corner of your dashboard. On that page, you'll see a notification telling you that you’re a member of this organization. You'll click on the 'Your Membership' button to continue to your Membership Portal.

Description of screenshot: Displaying the Member Portal and the 'Your Membership' button

Step 3: Seeing what your Members see

You are now viewing exactly what logged-in Members see when accessing their membership details.

Description of screenshot: Displaying what Members see when logged in

Video guide

Here is a step-by-step video guide on how to add yourself as a Member and view your Membership information as a Member would:

Viewing your other Memberships

If you have multiple Memberships, you can also view your other Memberships by going to the Account Settings page in the upper right hand drop down option and scrolling down to the Account Memberships section.

Additional Resources

Check out the Member Experience section in our Support Center for more helpful articles on how to optimize your Members’ experience here.

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