How to Create Members and Member Logins for the Members Only Portal

Learn how to manage your Members Only section of the website by creating logins for your students.

• Option 1 (Changing an existing lead into a Member)

1. Go to Lead Management → Lead List
2. Choose an existing lead and edit
3. Add a password to the “Password” field
4. Choose the “Member” button 
5. Choose an access level in the “Post Access Level?” dropdown

• Option 2 (Creating a member from scratch)

1. Go to Lead Management → Member
2. Click the “Create Member” button
3. Add the First Name of the member to the “First Name” field (required)
4. Add the Last Name of the member to the “Last Name” field (optional)
5. Add the Phone Number of the member to the “phone” field (optional)
6. Add Email of member to the “Email” field (required)
7. Create Password for the member in the “Password” field (required)
8. Choose the “Member” button from the status buttons (required)
9. Choose an Access Level from the “Post Access Level?” dropdown (required)
10. Save

• Option 3 (Creating a login for an existing Member)

1. Go to Lead Management → Member
2. Choose an existing Member and click the “Create Member Login” button

• Option 4 (Send link for Member to create their own login)

1. Contact Support@97display.com and tell them you would like to enable the Member Sign Up Link for your account.
2. Once enabled Use link www.@domain/member/createmember and send it to anyone you want to create a membership
3. Once the user has created a membership, go to Lead Management → Member
4. Find newly created memberships and Approve by clicking the “Approve” button