Both sides of one change: a member edits a phone number, the office approves it.
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The Members Portal gives every family their own page with your organization. Let's see what members can do, and how your office stays in control. They sign in with the email or mobile number you already have on file, and get a one-time code. There's no password to remember. The home page shows their family, their donation history, any open bills, and the forms you've shared with them. Donation history lists what they've given, year by year, with the total. That's handy at tax time, and it saves your office the calls. Bills to pay shows what's open. They check the bills they want to pay today, and the total adds up as they go. Then they pay by card, with a saved card or a new one, and the payment posts to CMS right away. Under Forms, they'll find the forms you've shared in the portal, ready to fill out. Your family lists everyone in the household: the parents, the children, the home address, and yahrtzeits. They can add a child or a yahrtzeit here too. Let's have Chaim add his work phone. He taps his name and types it in. The new number is highlighted, so he can see what he changed. This organization has the office review changes first, so he clicks Send for review. Back on his family page, his name is marked Waiting for review. He can still update it until the office gets to it. Now, the office side. On the Members Portal page, under Changes, Chaim's request is waiting. Open it, and you see each field: what's on file now, and what Chaim sent. You can approve all of it, or only the fields you choose. Click Approve, and it's saved to the family's record. Here's the Goldstein family in CMS, with Chaim's new work phone already there. If you'd rather not review every change, go to Settings, Members Portal. Under Contact changes, choose Save right away, and save. Your office is still notified of every change, and a few things, like removing a phone number on file, always wait for you. Now when Chaim adds his apartment number to the home address, the button says Save changes, and it's saved the moment he clicks it. And there it is, already on the family's address in CMS. On the Members Portal page, Activity keeps a full record: who signed in, what they changed, and what was approved. The Members Portal lets families keep their own details up to date, see their giving, and pay their bills online, and you decide which changes need your review.