Environment management

To add an additional MemberXG portal environment you have two choices: You can copy an existing group or you can create a new one.

• If you create a new portal environment, you will use the default system site settings.
• If you copy from another portal environment, you will use the existing portal’s configuration settings (Resources, Menu, and Fund Mappings) and the system group settings for all others in the portal.
  • If you're an administrator for a Third Party Administrator (TPA), you might want to configure MemberXG with the same information for multiple groups. For example, you could be configuring MemberXG for a pipe setter group, a cement mixer group, and a plumber group, and you want to be able to set up the same pension, demographic, and deductible configuration information for both groups at the same time instead of having to configure them separately. You're able to make changes to a group environment as needed, if there are differences.

1. Begin at the Environment Management tab and click to display additional fields.

   

2. Choose one of the following options:
   • Create from Defaults—All configuration settings from the System Environment are copied to the new portal. Continue to step 3.

   OR

   • Copy Existing Configurations—In the Copy From Environment list, select an existing environment to copy configuration settings from.
3. In the New Environment area:

   • Select a Group from the list to associate to your portal.

   • Choose a Language for your portal. The portal instructions display in the selected language.

     Note: If you haven't selected a language add-on, the only language option available is English.

   • Type a URL Extension for the portal. This is what displays at the end of the URL address in the browser. Typically this is the group and language, for example IBEW_ENG.

4. Once you’re done adding the Group, Language, and URL Extension for the new portal, click .
5. The new portal now displays in the Environment Management table. To view the portal in your default browser window, click the uniform resource locator An address to a website or page on the Internet. It displays in your browser address bar..

The only environment option you can update on an existing portal environment is the uniform resource locator An address to a website or page on the Internet. It displays in your browser address bar. extension.

1. Begin at the Environment Management tab.
2. Click the row to update in the Environment Management table.
3. Modify the URL Extension and click .
4. The updated portal displays in the Environment Management table. To view the portal in your default browser window, click the URL.

Use the delete option to remove an existing portal environment and all associated configurations.

1. Begin at the Environment Management tab.
2. In the Environment Management table and click the portal row to delete.

3. Click . A confirmation message displays asking: Are you sure you wish to delete this environment?.

   • Click Yes to delete the portal or No to cancel the deletion.
4. If you confirmed the deletion, the portal environment will no longer be active and no longer displays in the Environment Management table.