Member portal: profile, membership, & finance

Last updated August 5, 2026

Objective

The Me tab in the Recur Member Portal serves as a personal account management hub where members can update their contact information, control directory privacy, select automated email preferences, manage active memberships, and pay outstanding invoices.

Profile Management

Updating Personal Details & Media

  1. Hover over the Me menu on the left sidebar and select Profile.

  2. Click Edit Profile in the upper right-hand corner.

  3. Click into the text fields to update your first name, last name, email address, mobile phone number, street address, or LinkedIn profile URL.

  4. Upload or update your profile picture.

  5. Click Save Changes to commit your updates.

Privacy & Directory Visibility Settings

Under the Privacy and Directory Settings section, toggle switches on or off to control what information appears in the public or association Member Directory:

  • Directory Profile: Toggle on or off to hide or show your entire profile listing in the Member Directory.

  • Field Controls: Selectively hide or display specific details, including your Email Address, Phone Number, Address, or LinkedIn Profile.

Daily Discussion Summary

Toggle the Daily Discussion Summary setting on or off to choose whether you receive a daily automated email roundup summarizing recent community group discussions.

Membership Management

Click the Membership sub-tab under Me to manage your association credentials:

  • Current Membership: Displays your active subscription tier, total duration, and exact renewal deadline date.

  • Renewing & Upgrading: Click Renew to settle upcoming dues or click View under available membership options to upgrade or select a new tier.

  • Membership History: Scroll down to inspect a complete history of past memberships, including coverage periods, duration, and price points.

Finance & Billing

Click the Finance sub-tab under Me to view your financial record:

  • Invoice Overview: Review aggregate metric cards showing Total Invoices, Paid, Open (awaiting payment), and Overdue.

  • Inspecting Invoices:

    • Click directly into an invoice row to navigate to its dedicated payment page.

    • Click the "Eye" icon next to an invoice for a quick modal view showing expected due dates, payment completion dates, and itemized product lists.

Cautionary Notes

  • Save Confirmation: Privacy toggles and contact field edits will not update automatically until you explicitly click Save Changes.

  • Directory Opt-Out: If you toggle off your master profile visibility in directory settings, members will not be able to find or connect with you via search in the Network directory.

Tips for Efficiency

  • Quick Invoice Audits: Use the "Eye" icon in the Finance tab to quickly verify invoice line items before making payments without navigating away from your current dashboard view.