Invite individuals to the member portal
Last updated August 5, 2026
Objective
This guide explains how to invite members to access the Recur membership portal so they can view and manage their membership information.
Key Steps
Step 1: Navigate to Contacts
From the Recur home screen, go to Contacts > People.
Locate the member you want to invite by searching for their name.
Click on their name to open their Information section.
Step 2: Ensure Email is Opted In
Check the top right area next to their email to see if it is opted in.
If not, click the blue opt-in box with the white arrow next to the email.
Choose one of the following:
Text – for members who already have an established relationship.
Email – for leads or new contacts.
This allows Recur to send them the portal invitation.
Step 3: Invite to the Membership Portal
Once the member is opted in, locate the Membership section on the right-hand side of their profile.
Click the navy “Invite” button (icon of a person with a plus sign).
Confirm the prompt: “Are you sure you want to invite this contact to access the member portal?” → Click Yes.
Step 4: Member Receives Portal Invitation
Recur will automatically send an email invitation to the member.
The email includes:
Member’s name
Association information
A “Set Password” button linking directly to the member portal
Cautionary Notes
Only send portal invitations to members whose email is opted in.
For existing members, manual opt-in is recommended to avoid double opt-ins.
Verify the email address is correct before sending the invitation.
Tips for Efficiency
For bulk invites, ensure all members are opted in before sending multiple invitations.
Keep a note of members who haven’t set up their password to follow up later.