Member portal overview

Last updated August 5, 2026

Objective

The Member Portal in Recur serves as a centralized hub for your association or organization's members to connect, network, engage in community discussions, track finances, register for events, and manage their credentials.

Member Portal Navigation & Core Features

1. Dashboard & RecurScore

  • RecurScore: Measures engagement based on member interactions with the association (e.g., opening engagement emails, attending events). The higher the participation, the higher the score.

  • Dashboard Overview: Displays recent member portal activity and provides quick links to current discussions, the directory, and upcoming events.

  • Display Preferences: Toggle between Light Mode and Dark Mode using the button in the bottom-left corner.

2. Me Tab (Personal Management)

  • Profile: Manage and edit personal information and profile settings.

  • Membership: Review active memberships, past membership history, and explore available subscription/product tiers.

  • Finance: Track total invoices, including open, paid, and overdue balances.

3. Community Tab

  • Discussions: Start new discussion topics or join and reply to existing community conversations.

  • Groups & Organizations: Browse members within specific committees or organization groups. Administrators can add, manage, or remove group members from this area.

4. Events and Learning Tab

  • Events: Browse upcoming events, register or unregister, inspect registration history, and view earned Continuing Education (CE) credits per event.

  • CE Credits (Continuing Education): Tracks credits required for professional licensure (e.g., chiropractic licenses). CE credits automatically apply to the member's account upon event attendance.

5. Network Tab

  • Member Directory: Search and sort members who have opted to be visible in the public or member-only directory.

  • Job Board: Search, filter, or post new career listings.

  • Resources (Members-Only Pages): Access restricted content created in Recur Sites (pages configured with Members-Only visibility appear exclusively in this section).

6. Admin Tab

  • Portal Management: Accessible to administrators for an high-level overview of portal activities.

  • Administrative Controls: Approve pending job board postings, manage community discussions, audit CE credits, and adjust portal configuration settings.

Cautionary Notes

  • Members-Only Visibility: Pages designed for member resources must be specifically tagged as Members-Only during page creation in Recur Sites; otherwise, they will default to public visibility.

  • Automatic CE Credit Allocation: Ensure event check-in systems are properly configured, as CE credits are automatically deposited into member accounts upon verified event attendance.

Tips for Efficiency

  • Engagement Tracking: Encourage members to check their RecurScore on the dashboard to incentivize higher participation in events and community forums.

  • Financial Management: Direct members to the Finance tab within the "Me" section for quick self-service invoice settlement without needing administrative support.