Member areas and customer portals: an area of its own for your customers and members
Some things should not be visible to everyone: contracts, invoices, course videos, dealer prices. In a member area or customer portal people log in and see only what is meant for them. That saves you emails and attachments and gives customers a fixed place.
Overview
Member areas and customer portals
A protected area on your website: customers log in and find documents, invoices, courses or jobs.
Who it is for
- Consultancies, law firms and practices that want to provide documents securely
- Course providers, clubs and memberships
- Manufacturers and wholesalers with their own prices for dealers
What is included
Login with email and password, with two-factor protection on request
Roles: who may see and change what
An area for documents, invoices, courses or jobs, depending on the purpose
Password reset, account deletion and data export for users
Paid membership, for example through Stripe, if you want it
Email notification when there is new content
Written fixed-price offer before we start, payment only after approval
Security first
A portal contains personal data. We never store passwords in plain text, limit access to what is needed and test that nobody can see other people’s data. We draft the privacy notices for your portal for your legal review.
Ready-made solution or custom build?
For simple cases there are ready-made solutions, for example for WordPress. For particular processes we build a portal of its own. We clarify with you which route fits before the offer.
How it works
First we clarify who should log in, which roles exist and which content each role may see. Then we decide whether a ready-made solution is enough or a custom build is needed. Login and rights follow, then the content area for documents, courses or jobs. If you want it, a payment for subscriptions is added. Before the start we test with test accounts of every role whether anyone can see other people’s content. This usually takes fifteen to thirty working days, depending on whether a payment is included and how many roles there are. That is a guide value, not a promise.
How you measure success
Measure whether the area is used and saves work. Count the active accounts and the share of invited people who actually signed up. Note how many password resets and support emails there are: many of them show that login is still too complicated. Compare how many documents you sent by email before and how many now. For paid subscriptions the payment overview shows how many payments fail. Compare each figure with the time before, and look at several weeks rather than single days. That people enjoy using the area or take out subscriptions, we cannot promise.
Matching projects
Preview in your language, otherwise in English.
Frequently asked questions
Can members pay for it?
Yes. Payment and subscriptions can be set up through Stripe, for example. We discuss prices, terms and cancellation beforehand.
What if someone forgets their password?
They can reset it themselves through a link in an email. You do not have to do anything.
How do my members get into the area?
We agree that with you. Either you invite people by email, or they sign up themselves and you approve the account. With an invitation each person receives a link to set their own password. So your members never receive a password by email. Whether a ready-made solution offers both ways depends on the solution, and we tell you beforehand.
Can I manage members and content myself?
Yes. There is an admin view where you create and block accounts, change roles and add or remove content. You need no programming skills for that. We show you the most important steps at handover. What can be set there depends on the chosen route: with a ready-made solution its interface sets the frame, with a custom build we agree it with you beforehand.
What does a member area cost?
That depends on scope and features. You receive a written fixed-price offer before we start, payment only after approval.
We would be glad to show you what your new website can look like.
Free, without obligation and without a call. You only pay if you approve the finished website.
Or call us directly: +30 693 182 8158 · info@aen-media.com