Topic
How to configure the Member Portal in Everbridge Suite.
Description
To configure the information fields visible to contacts using the Member Portal, follow the steps below:
Log in to the Manager Portal and select the appropriate Organization from the upper right-hand corner.
Click on the Settings tab from the top of the page.
Select the Member Portal sub-tab.
Select Information Collection from the left.
There are five categories of information fields available to configure, each accessible by selecting it from the sub-menu and explained in kind below.
NOTE:
Clicking the "Help & Answer" text link on any of the category pages allows for editing the help text available to contacts when logged into the Member Portal.
Enter the desired information in the text field and click OK to save the changes.
Changes made in the Information Collection tab determine which profile, location, information, and delivery-method fields are visible, editable, and required for contacts in the Member Portal.
Profile
The profile page allows contacts to edit and/or view information on their profile. The following configurations are available:
Selecting Expose reveals the desired information field.
Selecting Editable allows contacts to enter their information into the field.
Selecting Mandatory requires contacts to enter their information into the field.
If profile fields appear disabled to members in the Member Portal, verify that the corresponding fields here are configured as Editable. Fields that are not marked editable will be read-only for contacts.
After your configurations are complete, click Save.
Locations
The locations page allows the collection of address information from contacts. The following configurations are available:
Selecting both Expose and Editable allows contacts to add and edit their address information.
Selecting Mandatory requires contacts to enter at least one address in order to update their member profile.
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If Editable has been selected, the Use a Geo-Fence to control addresses feature can restrict the addresses contacts add to an area or areas pre-defined by a shape or shapes saved to the organization's shapes folder. Any addresses outside of the geofence contacts attempt to add to their profile will not be saved or used for location based alerts. Follow the steps below to set a geofence:
Select the checkbox next to Use a Geo-Fence to control addresses.
Click the Edit Geo-Fence link.
Select the desired shape from your organization's available shapes by selecting its corresponding checkbox.
Click Save.
Selecting Add addresses even if outside of fence with a geofence applied allows any addresses contacts add to be saved and used for location based alerts. This feature allows a user to review a report of any addresses added that are outside of the organization's geofence.
After the configurations are complete, click Save.
Alert Subscriptions
The alert subscriptions page determines which of the organization's alerts are either able to be selected by contacts, or are automatically assigned to their profiles.
Selecting Display allows contacts to decide whether or not to subscribe to notifications triggered by the alert.
Selecting Required automatically assigns the alert subscription to all contacts using the Member Portal.
NOTE:
The Alert Subscriptions section in the contact create/edit form in the Manager Portal is always visible and cannot be hidden or removed at this time.
After configurations are complete, click Save.
If the organization has Automated Weather Alerts enabled, information regarding weather alert status, quiet periods and templates can be found in the following articles:
Information
The information page determines what additional information is exposed to contacts using the member portal. The following configurations are available:
Selecting Expose reveals the desired information field to contacts.
Selecting Editable allows contacts to enter their information into the field.
Selecting Mandatory requires contacts to enter their information into the field.
After the configurations are complete, click Save.
Delivery Methods
The delivery methods page determines which delivery methods are available to contacts to receive notifications on. The following configurations are available:
Selecting Allow Members to re-order delivery methods lets contacts specify the order in which they want to be contacted.
Selecting Expose reveals the desired information field to contacts.
Selecting Editable allows contacts to enter their information into the field.
Selecting Mandatory requires contacts to enter their information into the field.
Set the minimum number of required contact paths contacts will need to enter by selecting the value from the dropdown menu. If the minimum is set higher than the number of paths a contact has entered (for example, four required paths but only one phone number entered), the Member Portal will not allow the profile changes to be saved.
There are two related dropdown fields for minimum required contact paths in this section. Ensure both dropdowns are set to the same desired value and click Save so the requirement is applied consistently.
NOTE:
If delivery method fields appear disabled or read-only in the Member Portal, verify that the corresponding delivery methods here are configured as Editable. If they are not marked editable, contacts will not be able to update them.
Delivery method values that contacts enter in the Member Portal can be overwritten by automated contact uploads (for example, SFTP imports) depending on your import configuration.
After configuration are complete, click Save.
Opt-In Groups
You can use static groups as opt-in containers for all your registrants. Residents can opt into one or many groups, and can adjust their group opt-in selections after registering. Select a top-level group and it and its sub-groups will display in the Member Portal.
Only one top-level opt-in group can be selected for the Member Portal at a time, but all of its sub-groups will appear for members to subscribe to. If you use many sub-groups, this may result in a long list of options in the Member Portal.
To allow members to self-opt in for a specific type of alert (for example, a dedicated Boiled Water Issue opt-in), create a static group for that alert type and make it (or place it as a sub-group under) the configured Member Portal opt-in group. Members can then subscribe to that group from the Member Portal.
If you need to hide a specific opt-in group so that its checkbox is no longer visible under My Subscriptions in the Member Portal, move that group out of the Opt In Groups root in Contacts > Groups in the Manager Portal. The group will remain active in Everbridge Suite and can be moved back into Opt In Groups later if you want it to reappear.
Click Save. Then click Yes to confirm you want to update the group subscription options in the Member Portal.