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Add or update policies and terms

Important member information links are located at the bottom of every portal page. Members click the links to launch a separate view window containing the content.

Follow the instructions below to add or update the Privacy Policy, Terms of Use, Contact Us, and the Security Policy documents for your MemberXG portal environment(s).

Hint: It’s helpful to have the portal you’re updating displayed in another window or tab, so you can review your changes as you make them.
  1. Access the Configuration tab and Configurations subtab.

  2. Select the portal environment to update, from the Environment list.

    Add or Update the Policies and Terms.htm

    Option Type Description
    Display Groups on Portal check box Select this option to allow members to view their assigned group configurations.
    Allow Dependent Access check box Select this option to allow members' dependents to create their own accounts.

    Environment

    		 list

    This list contains all existing environments for your office. Select the one for which you're setting or changing options.
    Welcome Message text box This is the message that displays on the MemberXG home page after the user has logged in. It is written in Markdown language.

    Resources

    		 list This list contains specific information which displays on portal pages. Select an item to update such as the banner, privacy policy, terms of use, a security policy, or contact information. The banner displays at the top of the pages and all other resources display as links in the bottom (footer) of all pages.

    Browse Box

    		 text box

    After clicking Browse and selecting a file (this is dependent on the Resource chosen), the file name displays in this box.

    Browse

    		 button Select this button to display a browse window, where you can search for and select a file.

    Preview

    		 button

    This button enables you to preview the image or file you selected.

    Note: You might need to choose an application from a list to associate the file to before viewing the file.

    Email Contact

    		 text box

    The MemberXG site contact email address-signature file (the From name in any email sent to members from the portal).
    Email Contact Image text box

    After browsing and selecting an image, the image name displays in this box. This image will display at the bottom of the member's email correspondence as part of the email signature.

    Hint: Make sure the image size is appropriate for an email (e.g. .91” x 1.74”).

    Nondiscrimination Resource

    		 text box

    After clicking Browse and selecting a nondiscrimination file, the file name displays in this box.

  3. Select the item to update from the Resources list.

    A set of templates are included to get you started for the Privacy Policy, Terms of Use, Contact Us, and the Security Policy. Update these documents for your office or use your own documents in their place. Before publishing to the portal, all the documents need to be saved in a PDFClosed A file format designed to present documents the same way on different devices. Typically, PDFs are not editable. format.

    • Banner—Image that displays at the top of every page. See Add or update the banner
    • Privacy Policy—Details how the member’s personal information is protected and how it might be used.
    • Terms of Use—Terms and conditions for using the website and the information it contains.
    • Security Policy—How information is secured within the MemberXG portal.
    • Contact Us—Methods for contacting your office. You can include a web link, address, phone, etc. here.
  4. Click Browse to display a browse window.
  5. Locate and select the file. The file must be in a PDFClosed A file format designed to present documents the same way on different devices. Typically, PDFs are not editable. format to display on the portal.
  6. Click Save icon to apply the change. The file will now display on the portal after the link is selected.

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