Altru Ideas

Membership portal

Once a member logs into Altru they could see details about their membership: level, expiration date, orders, etc.

  • Marie Kammah
  • Jan 10 2018
Customer references Membership manager
  • Attach files
  • Patty Paterek commented
    May 23, 2022 15:54

    Allowing members to see the details of their membership and be able to manage their membership information when logged would be very helpful and time saving.

  • Guest commented
    December 27, 2018 19:00
     

    Stories for the product owners

    As a member, I want to be able to view my member status and benefits via a web portal.
    As a member, I want to be able to update my bio info using a web portal.
    As a member, I want to be able to update my contact info and preferences (do not email toggle) via a web portal.
    As a member, I want to be able to reach member services via a contact button or link.
    As a member, I want to be able to sign into a portal using any of the uniquely identifiable data points on my record 

    • Any email address on file for my record (including inactive or do-not-email status)
    • Phone
    • Member ID or constituent ID


    As a membership manager, I want members to be able to reach me via a member portal either by email or a webhook to allow contact via Slack or Microsoft Teams
    As a membership manager, I want our member portal to adhere to the web forms CSS so the portal matches branding and styling of other web forms.
    As a membership manager, I would like to impersonate a member so I can better troubleshoot member/patron issues.