Add or update the welcome message

A welcome message displays on the MemberXG dashboard, after the member logs in. To add or update that message, follow the instructions listed in this topic.

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.

Add or Update the Welcome Message.htm

To add or update the welcome message, Access the Configuration tab and Configurations subtab.

Configuration Subtab field descriptions

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. All documents (policies, terms of use, and contact us) must be in a PDF A file format designed to present documents the same way on different devices. Typically, PDFs are not editable. format. `Banner`- Select a png image within the size of PX (60pt) high by 200px (266pt) wide. The banner image displays at the top of all pages.
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. The file must be in a PDF A file format designed to present documents the same way on different devices. Typically, PDFs are not editable. format. The selected PDF displays in a separate window when launched from the Nondiscrimination link at the bottom of the MemberXG portal page.

Select the portal environment to update from the Environment list.
If this is a new portal, a default message displays in the Welcome Message box. It’s written in Markdown. See the quick help topic Markdown syntax.
Make sure Banner is selected in the Resources list. If it isn’t, select it.
Update the message and click . The updated message displays on the portal.