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Portal security is managed from Settings → Portal — enable the portal, choose which modules members can use, control directory visibility fields, and distribute the visitor registration link.
Settings Portal tab with enable toggle, feature switches, and registration URL

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Quick Start

  1. Open Settings → Portal (admin or moderator role required).
  2. Turn on Enable member portal for your tenant.
  3. Toggle individual features: Family, Events, Serving, Prayer, Directory.
  4. Choose which fields appear in the member directory.
  5. Copy the Registration URL and share it securely with guests.

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How-to Guide

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Access tokens

There is no separate /portal/security page — members manage only their own Profile visibility (show in directory).

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Feature flags

Disable modules you are not ready to expose:
  • Family Management — household read-only view
  • Event Registration — attendance sign-up
  • Serving Schedule — roster visibility
  • Prayer Requests — submission form
  • Members Directory — opt-in directory + prayer wall
Disabled features hide navigation items even if the token is valid.

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Directory privacy

Under Directory fields, choose what opted-in members may see about each other:
  • Phone, email, address, member-since date
Members control participation with Show in directory on their portal profile. Staff should train members before enabling sensitive fields.
  • The public URL includes only the church short name slug — not a secret.
  • Email OTP verification prevents spam registrations.
  • Admins must approve before a token is issued.
Platform admins configure church short name in Organization — required for /portal/register/{slug} links to resolve correctly.

Member Portal

End-user portal experience after login.

Visitor Registration

Public form that feeds approval workflow.

Settings

Other tenant configuration (branding, programs, etc.).