- You hold the lodge-admin or secretary role for this organisation.
- A member record already exists for this person.
- A user account already exists for this person.
- That user account has a membership row for this organisation, so it appears in the filtered picker.
Step by step
- Open the Members list
In the left-hand navigation, find the Membership group and click Members. The list opens and shows everyone your organisation counts, with columns for display name, membership number, membership status and standing.
- Open the member's record
Click the member's row to open their edit screen. The record is organised into tabs: Person and Membership, and for lodges there is also a Masonic Record tab.
- Go to the Membership tab and find the user field
Click the Membership tab. Below the status and standing fields you will find a relationship field described as the sign-in account for this member, once the member portal is issued. The picker only shows user accounts that already belong to this organisation.
- Select the person's user account
Choose the person's account from the filtered list. If no account appears, the person does not yet have a user account with a membership row for this organisation.
- Save the record
Save the member record. The user field is now set, and the user account is linked to this member row.
- Have the member sign in and visit their portal
When the member signs in on your organisation's website and navigates to the portal page, the system reads their session, finds the member record where their account matches, and displays their standing, dues balance, upcoming events and announcements.
What happens next
The member's user account is now linked to their member record. Each time they sign in and visit the portal, the system looks up the member row for your organisation where the user field matches their account, and the portal renders their personal information. No further action is needed on your side unless the linked account changes.
Good to know
The user picker is intentionally restricted. It only offers accounts that already have a membership row for your organisation, so you cannot accidentally link a member to an account from a different organisation. The staff invite action is for creating staff or admin accounts only and cannot be used to bring a member-role account into the picker.
Daviah — Link a member's sign-in account to their member record so they can reach their private portal on your organisation's website.