For administrators

Getting started

• Your first week: a checklist
• Reporting a problem to the Portava team
• Getting started with your portal
• Welcoming imported members in waves

Communications

• Audiences and segments
• Communications basics
• Sending a campaign
• Automated emails: what is sent and what you can change

Surveys

• Creating and sending a survey

Team & access

• Viewing the portal as a member
• Adding administrators and access areas
• Sign-in security: two-factor, email links and session length

Billing & payments

• Recording payments taken outside Stripe
• Connecting your accounting package
• How Portava billing works
• VAT and tax settings

Resources & content

• Creating and publishing a resource
• Approving member-submitted content

Discussions & moderation

• Moderation, flags and rules
• Managing discussions

Settings & what Portava sets

• Connecting HubSpot
• Requesting a branding change
• Showing your events, news and directory on your website
• Organisation details and contact email
• What Portava sets for you
• Using your own web address (custom domain)

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AI assistant

• Configuring the AI assistant
• What the assistant can compute for you

Members & directory

• Asking members questions when they join
• The Approval Centre and your approval policy
• Setting your rules of engagement
• Inviting guests for a limited time
• Getting your data out of Portava
• Understanding your member analytics
• Company memberships, main contacts and team seats
• Bringing your existing members across
• Membership tiers and approvals
• Editing a company and its logo
• Adding and inviting members

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Events

• Member-submitted events
• Creating an event
• Tickets, prices and registrations
• Refunding an event ticket
• Check-in and follow-ups