The Junior League

Member Portal

• Password Management / Administrator Access for Other Platforms
  • Make sure the incoming team has the administrator passwords for other platforms in use by the League.  This may include the following:
    • Stripe
    • Little Green Light
    • Google Workspace / Microsoft 365
    • Domain registrar (GoDaddy, etc.)
    • MailChimp
    • Public website (WordPress account)
  • Most systems allow multiple administrators, so the outgoing administrator can add the incoming administrator.
  • Administrator accounts should be assigned to a League email, not a personal email, e.g admin@jlanycity.org, not mary.member@gmail.com.
  • If your League is not using an email system based on your domain (e.g., admin@jlanycity.org), then use a generic Gmail account, e.g., jlanycity@gmail.com.  
  • Two-factor authentication is often based on the administrator's phone number.  Make sure the outgoing administrator changes the authentication phone number to the incoming administrator. 

• Assign Placements - Leadership Positions, Chair and Committee Member Positions
  • Complete your placements by assigning Members to Leadership, Chair and Committee Member positions.
    • Please make sure to assign Board Members and other Leadership positions. (President, PE, EVP, Finance/Treasurer, Communications VP, Community VP, Membership VP, etc.)  AJLI will use this information to communicate with your League Leadership.
    • Note: Placements and positions can be assigned in advance by setting the effective date of the placements or positions’ start date
      HOW-TO: Position Manager - Step by Step
      
      
• Update League Roster: Add Members, Resign or Drop Departing Members
  • Add new Members to your roster by Creating New Accounts
  • Update member statuses like Active, Provisional, Sustainer, and Sustainer Emerita 
    • Assigning and Editing Statuses from the Profile
    • Assigning Statuses using Status Mass Assign
    • Find Inactive Members and Change their Status
      
      
• Assign Permissions for Incoming Member Essentials Administrators 
  • Before your new League year starts, make sure that you debrief the next Administrators on Member Essentials and on your specific administrative workflows. Assign the appropriate access levels or permissions so they can use the tools.
    • Assigning Administrative Access
    • Admin Access Levels for Member Essentials
    • Configure Access Bundles by Placement
  • Schedule a formal transition meeting with the new Administrator taking over your tasks on Member Essentials.
    
    

• Update the League's JL Profile

  • In preparation for the upcoming League year, Leagues review and update the different sections of their JL Profile, which feed the League's page on the JL Directory. Leagues can assign different Members to complete the updates to the JL Profile.
    • Log in to your League’s Member Portal and click on ADMIN from the top right-hand menu
    • Select Member Management and click on JL Profile
    • There are eight sections to review and update:
      • League General Information (contact, admissions, dues)
      • Community Impact
      • Fund Development
      • Governance
      • League Operations
      • Marketing & Communications
      • Membership
      • Training
    • Select the section of the League Profile to work on by clicking EDIT
    • To save your work, click UPDATE at the bottom of the screen
  
  
• Review Tutorials and Book a Training
  • We recommend that new Member Essentials Administrators review the tutorial videos and articles on our Support Portal at https://support.jl.org
  • Administrators can also schedule live trainings with the Member Essentials Support team by going to How to Get Help and Training for Member Essentials. Live support and training are included in your Member Essentials subscription.  
    
    
• Update Calendars with New Events, Meetings, and Shifts
  • Add new events, meetings and shifts such as GMMs, Board meetings, Member events and volunteer opportunities in the Registration Tool
    HOW-TO: Registration Tool - Step by Step
    
    
• Update Member Portal Content and Homepage
  • To keep your Members engaged with the Member Portal, we recommend you regularly update your homepage, especially for the new League year.
  • Post new announcements in News and Alerts, update your Quick Links and add member content pages under My League. Update your Photo Feed with new photos.
    • Creating a News and Reminder Item with Sample News Items
    • Creating Quick Links
    • Adding a New Member Content Page
    • Submitting Photos on the Photo Feed
      
      
• Send Invites to Members to Create Member Portal Accounts
  • Resend invitation emails to Members who have not signed up for an account on Member Essentials.
    HOW-TO: Send Members Invites to Join the Member Portal
  • Take note, after a new account is created, it will take up to 24 hours for it to fully sync to the app. Let your Members know that they can log in the next day.
    • Using the Junior League App
      
      
• Update Requirements/Obligations for the New Year (Member Essentials Plus)
  • Set up your requirements list for Members to complete for the upcoming league year.
  • Requirements Bundles allow you to combine individual requirements and mass assign the bundle to your Members per status.
    HOW-TO: Setting Up Requirements - Step by Step
    
    
  • If Requirements are not changing:
    • If you are using auto assign, go to the auto assign feature and set the auto assignment for the new year
      • Auto Assign Requirement Bundles by Status
    • If you are doing manual assignments, assign the bundle requirements to members for the new year
      • Assigning Requirements Bundles
      • Video - Assigning Requirements
  • If Requirement Bundles are changing:
    • Copy the bundle and give it a new name for the new year
    • Edit the bundle to make changes
    • Assign the bundle using auto assign or manual (see above)
      • Copying a Requirement Bundle
      • Creating Requirements Bundles
  • If Parent/Child or Points Requirements Configuration are changing, contact us for further instructions.
    
    

• Encourage your Members to Log In to the Portal with our Communications Package
  • Take advantage of the Communications Package created for Member Essentials with a suggested communications schedule, template emails and template social media posts.
    • Communications Package - ME Basic
    • Communications Package - ME Plus