2. Settings

Members Portal Knowledge Base Series

Everything is set under Settings → Members Portal, in nine sections. This article goes through all of them. Nothing takes effect until you save.

Access

Option	What it does
Portal is on	Opens the portal. While it is off the address returns nothing at all. The address members use is shown beneath, with a Copy button
Families in these categories can sign in	Leave empty and every family can sign in. Pick categories to limit it — members only, say
Families in these categories can NOT sign in	Keeps chosen categories out, whatever the list above says
Disable Members Portal and forms on Shabbos and Yom Tov	Closes the portal, and your forms, for Shabbos and Yom Tov by your location. This is the same setting the forms use, so it governs both

The Access section.

Office Notices

Email the office about portal activity takes the addresses that should hear when something arrives — a change waiting for review, an access request. Separate several with commas. Leave it empty and nothing is emailed; the work still shows on the Members Portal page and the dashboard.

Changes Members Send

Option	What it does
Members can update their information	Off, and the portal is read-only
Contact changes	Office reviews first holds every change for approval. Save right away writes them as the member makes them
Relations members can choose	Son and Daughter are always offered. Add any others a member should be able to pick when they add someone, or name a relation for someone already on file
When rejecting a change, offer to email the member a reason	Puts a message box on the rejection, so the member hears why

Two things always wait for the office, even on Save right away: a new sign-in email or mobile, and a new yahrtzeit. One is how a member signs in; the other sets up reminders.

Donation History

Show members their donation history adds the screen listing what the family has given, by year. Categories to show limits it; left empty, every category is included. Use it where some giving should stay out of view.

Bills

Option	What it does
Categories to show	Which bills appear. Empty means all of them
Saved cards	Portal cards offers the cards the member saved themselves, plus any card marked “Available in Portal” on the family's Credit Cards. All cards offers every card on the family
Scheduled payment amounts	Not allowed, Office reviews first or Right away. Whatever this says, a member can always change the card on a scheduled payment
Email the member a confirmation after paying	Sends a receipt. You set the subject and the opening line, and a preview shows what it looks like
Also email the thank-you letter	Sends your own thank-you letter as well, for receipt categories. Either the category's own letter, or one letter for everything. The screen lists anything to fix first

Forms

Members can fill out forms adds the Forms screen. Which forms appear is decided on the form itself: Show in the Members Portal in the form builder. A member's details are already filled in, and the submission is tied to their family.

On Your Website

Option	What it does
Websites that may show the portal	One address per line. Only these sites may open the portal in a pop-up. List the plain address and the www one
Button text and Button color	The button the script puts on your site
Code for your website	The line to paste into your site. Using a button of your own? Give it the class `members-portal-login`

Full instructions, including the ChabadOne steps, are in Website.

Look

Option	What it does
Style	Calm, App or Community
Accent color	Your color on buttons and headings. Left empty, the style's own color is used
Logo	Upload one or pick one you have already used
Welcome text on the sign-in page	A line or two above the sign-in box

The preview beside these shows the result, and opens full page.

Emails to Members

Option	What it does
Organization name	The sender name members see
Send from and Domain	The address the codes and confirmations come from. The domain has to be verified under Communications → Email delivery
Info-review email subject and opening	The wording of the email you send a family asking them to check their details

An organization name and a Send-from address on a verified domain are required. Without them the portal cannot send sign-in codes, which means nobody can sign in.

Article ID: 4837, Created: 10/6/2026 at 9:51 PM, Modified: 10/6/2026 at 10:54 PM