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How Members Claim their Account and Set a Password

Learn how your Members can claim their account to update information, payment details, and manage their membership.

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Summary

When a membership record is created by an organization admin on behalf of a member, a password is not automatically set for that member.

To address this, Join It provides a simple workflow that allows members to claim their account and set a password. Once completed, members can update their account information, manage payment details, and view their membership status.

Steps to Claim Your Account

Step 1: Go to the Organization's Member Portal

The first step for a member to set their password is to visit the Member portal of the organization and then click 'Member Log In'.

Tip for Organizations:
To direct members straight to the login page, you can use the URL ending with /members.
Example: yourorganization.joinit.org/members

Description of screenshot: Highlighting the 'Member Log In' button

Step 2: Enter your Email Address

After clicking "Member Log In", you'll be prompted to enter your email address.

  • If you already have a password, you'll be taken to the standard login page.

  • If you do not have a password, Join It will automatically send you an email with a link to set one.

Description of screenshot: Login screen with Email entry field

If you didn’t have a password, you’ll receive an email with a Password reset link. Click the link to set your password.

Once your password is set, you’ll be redirected to view and manage your membership details.

Related Resources

Learn more about sending a Welcome Email to your Bulk Imported Members here.

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