Member & Board Login

Welcome

Quick Guide

➕ Add a board member (can edit the site)

💳 Payments & logins (Stripe)

Automatic: when someone pays through the website, Stripe tells the site and their login is created for them. They get an email invitation to set a password, tagged member or sponsor. Bank payments are activated once they clear.
Sign-up details are in Netlify → Forms (membership-application or partner-application); payments and receipts are in your Stripe dashboard.
If someone paid another way (check, cash): Netlify → Identity → Invite users → their email, then click their name → add the role member or sponsor right away.
Once a brokerage has a member, its agents can sign up with the same brokerage email domain on their own.

🤝 Review partner offers & resources

Partners manage everything themselves in the Partner Portal: their directory listing (live right away), one member offer, and one educational resource.
You get an email (Netlify form partner-submission) each time they submit something. Turn this on once in Netlify → Forms → Form notifications.
Click Partner Submissions above → Approve or Decline (add a note they’ll see). Approved offers show on Member Benefits; approved resources on Resources.
Listings: use Hide to pull one off the Partners page (e.g. if a partnership ends).

🔑 How a board member logs in & sets a password

First time: they get an email invite (from the step above) → click “Accept the invite.”
A box opens on the website → they choose a password → that’s it, they’re in.
Every time after: on the website, type ibc (or click Board Login in the footer) → Log In → email + password.
Forgot password? Click “Forgot password?” on the login box → a reset link is emailed.

👤 Add a regular member (resources only)

Nothing to do. They sign up themselves on the Resources page with their brokerage email.
Only approved brokerage domains are allowed; everyone else is rejected automatically.

🗑️ Remove someone (they left or changed brokerages)

Login: Netlify → Identity → Users → find them → Delete user.
Email list: MailerLite → Members Only group → find them → remove from group (or unsubscribe). This step is manual: Netlify can’t remove them from MailerLite automatically.
To stop them editing but keep their login: just remove the editor role (skip the steps above).
If they moved to another approved brokerage: they re-sign-up with their new email, then remove the old email using the two steps above.

🏢 Add or remove a brokerage’s domain

Send the email domain (e.g. newbrokerage.com) to your web helper to add to the approved list.
Once added & published, agents at that brokerage can sign up.

📋 See event sign-ups & messages

✏️ Edit website content

🎨 Brand colors (hex codes)

💳 What’s free vs. paid

Free: the website, board & member logins (up to 1,000 people), the domain check, and up to 100 form sign-ups per month.
Only costs money if: you pass 1,000 active members in a month, or 100+ form submissions in a month.
Adding extra people to the Netlify dashboard isn’t free, but board members don’t need it; they use this portal.
Your only real cost is the domain (~$15/year).

Two logins to know: this portal/editor = your email + password. Netlify dashboard (forms, users, settings) = your Netlify account.