Member account area
For:Administrator
Open in Unisoft
The Member account area is a secure online space you offer to your members on your website. Each person logs in without a password, using a code received by email, to manage their information and follow their relationship with your organization.
Members have one place to:
- Update their profile: name, email, phone, addresses, and your custom fields;
- View their history: donation pledges, monthly payments, registrations, and payments;
- Download their tax receipts for the year;
- Save time: forms and payment pages are automatically prefilled with their identity.
For administrators, the Member account area enriches your CRM. Each account is linked to an existing contact record, or creates one. Information entered by the member completes their record without overwriting information you have entered.
What would you like to do?
Configure the account areaEnable the area, choose automatic or manual validation, and select the information to request.Validate accountsLink a new account to an existing contact, create a contact, or reject the request.
At a glance
| Login | Passwordless — email and a one-time code |
| For members | Profile, family, donation history, tax receipts, prefilled forms |
| For administrators | Contact matching, automatic or validated, and CRM enrichment |
| Where to enable it | The account area’s Configuration tab |
| Where to validate | The account area’s Accounts tab |