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Seeing from a members perspective
Seeing from a members perspective

Learn how to see things the way your members do

Genna Ajram avatar
Written by Genna Ajram
Updated over a month ago

Summary

Understand the membership experience by viewing it just as your members do. Adding yourself as a member allows you to see how they interact with your organization’s portal and settings.

Step by Step Guide

Step 1: Adding yourself as a member


The easiest way to achieve this is for you to add yourself via your Admin Dashboard's 'Add Member' functionality. 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

After visting your portal by clickling View Member Portal in the bottom left corner. You’ll see 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

After you have clicked on 'Your Membership' button on the right hand side, that will bring you to your member page--This takes you to the exact view Members have of their membership details.

Description of screenshot: Displaying what Members see when logged in

Additional Membership Details

If you have multiple Memberships, you can also explore your Memberships by going to Account Settings on the upper right hand side and scrolling down to the Account Memberships section.

Description of screenshot: Displaying the location of '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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