Members Portal

Share a document with every portal member at a customer account — upload it from the account’s Documents tab in your CRM, and it appears under “Shared with your account” in their members portal.

Make your members portal look entirely like yours — set your logo, brand name, and accent color in Portal Settings, save, and your branding carries through the whole customer portal.

Put your member portal on your own web address — add a custom domain in Portal Settings, point it at Cornerspot with a couple of DNS records, and Cornerspot verifies it automatically.

Share a file with every portal user at once — upload it on the Documents tab in Portal Settings and it appears under “Shared” in every member’s portal, ready to download.

Add a warm welcome to your members portal's sign-in page — type a Login Screen Greeting on the Branding tab in Portal Settings, save, and it greets every visitor before they log in.

Give your customers a direct line to your team — open Portal Settings, switch to the Live chat tab, turn on the live chat toggle, and save to add a chat launcher to your members portal.

Rename any section in your members portal menu so it matches your customers’ vocabulary — open Portal Settings, type a new label for the section (for example, rename Invoices to Billing), and save. The new wording shows in the portal sidebar.

Hide the portal sections you don’t use so customers see a clean, focused menu — toggle any section off in Portal Settings, save, and it disappears from the member portal sidebar.

With the white-label add-on you can hide — or show — the small "Powered by CornerSpot" credit in your members portal sidebar. Flip one switch on the Branding tab in Portal Settings; it saves automatically.

Set the web address your members use to reach your portal — open Portal Settings, switch to the Domain tab, edit the subdomain, type a new one, and save. Your portal goes live on the new address right away.

Show your members where to reach you for help — set the support email in Portal Settings on the Branding tab, save, and that address becomes the contact point in your member portal.

Add a new portal user in CornerSpot in a few clicks — open Portal Users, click Add portal user, use the New contact tab to enter their name, email, and account, and send the invitation.

Invite someone who already exists as a contact in your CRM to the member portal — open Portal Users, click Add portal user, search the From existing contact tab, pick the contact, and send the invitation.

Remove someone’s access to your member portal in seconds — use the trash icon in the Portal Users table and confirm. Deleting a portal user is permanent (it can’t be undone), but their contact record and audit history are preserved.

Update a portal user's details in seconds. Edit their name, email, phone, and more straight from the Portal Users page in CornerSpot, with changes saved instantly.

Restore a suspended portal user's access in one click. When you're ready to let someone back in, reactivate them straight from the Portal Users page — no re-invitation needed.

Resend a member portal invitation in one click. When a portal user's first invite is missed or expires, send it again straight from the Portal Users page — no need to start over.

Set a new password for a member portal user in seconds — open Portal Users, edit the user, expand the change-password section, enter and confirm a new password, and save.

Review a member of your portal at a glance — check whether their account is active, where their invitation stands, when they last signed in, and which accounts they can access, all from one detail page.

Revoke a member portal user's access in a couple of clicks. From the Portal Users page, use the Revoke access action to remove someone's access across every account and sign them out. Revoking is permanent, but you can re-invite them later — and it's different from deleting their record.

Find the right customer in your members portal fast — search by name or email, filter by membership and invitation status, and sort any column, all from the Portal Users list.

Suspend a portal user in CornerSpot in seconds — use the pause icon in the Portal Users table, confirm, and their sign-in is blocked. Suspending is reversible: reactivate anytime to restore access, with nothing deleted.

Share a file with just one portal user — upload it from their detail page and it appears privately under “Just for you” in their members portal, ready to download.

A quick tour of the CornerSpot Members Portal — where to find Portal Users and Portal Settings, what members can do inside, your portal’s live address, and the customer-facing sign-in page.

Understand the three building blocks of members-portal access in CornerSpot — accounts, invitations, and member statuses — and where to manage them under Portal Users.