The Members Portal is a turnkey, customer-facing home for the people you do business with. From it, your customers sign in to pay invoices, manage subscriptions, save payment methods, review and sign documents, and open support tickets — all under your brand, at your own address. This guide is a quick tour of where everything lives so you know your way around before you start configuring it.
Getting started with the Members Portal
Open Members Portal from the left-hand menu of your dashboard. The hub page is the jumping-off point for everything to do with your portal — it’s organized into two action tiles, a few “make it yours” cards, and a summary of what members can do once they’re inside.
The two main areas
At the top of the hub are the two tiles you’ll use most:
- Portal Users — invite customers to the portal and manage their access. You can have as many portal users as you like at no additional cost.
- Portal Settings — configure your portal’s branding, custom domain, and which features are visible to your customers.
What members can do inside
Further down the page, the What members can do inside section sums up the day-to-day things your customers can handle themselves: paying invoices, enabling auto-pay on subscriptions, managing payment methods, submitting support tickets, browsing your knowledge base, and using live chat when it’s enabled. Each section can be toggled off later if you’d rather keep something in-house.
Your portal is already live
Look for the Live at badge in the same section header — it shows the address your portal is already running on. Out of the box that’s a free Cornerspot subdomain; you can point your own custom domain at it later from Portal Settings → Domain.
What your customers see
Open your portal address in a browser and you’ll see the customer-facing sign-in page — the front door your members use to reach everything above. It already carries your branding, so it feels like a natural extension of your business rather than a third-party tool.
Where to go next
- Invite your first customer: Head to Portal Users to add a portal user from one of your contacts and send them an invitation.
- Make it yours: Open Portal Settings → Branding to set your logo, brand name, and accent color.
- Use your own domain: Attach a custom domain from Portal Settings → Domain so the portal lives on your address.
- Choose what’s visible: Turn portal sections on or off, and rename them to match your customers’ vocabulary.