Membership Checklist

What is this list for?

The aim of this checklist is to provide you with a simple step by step list on what you need to do to prepare your site for Membership.  As long as you check off everything on this list then you should encounter no problems with your membership structure.

Please refer to the relevant help topics for more details on each point, as this list is kept very simple.  You may want to print this list out, or copy and paste it to a document to fill out.

The Checklist

Item 1:
Decide between Open Member Mode and Member Policy Mode, but leave it on Open Member Mode until you are up to Item 10
(see member settings)

Item 2:
Choose which site Memberlist will you use
(see member settings, only applies if your website builder has multiple sites)

Item 3:
Setup any Member Groups that you need
(see member groups)

Items 4 - 6 only apply if you chose Member Policy Mode for item 1 

Item 4:
Setup any Policies that you need
(see member policies, only applies if you are in Member Policy Mode)

 

Item 5:
Assign your Polcies to the appropriate groups
(see member groups, only applies if you are in Member Policy Mode)

Item 6:
Choose if you want to hide menu buttons if the current user does not have access to those pages
(see member settings, only applies if you are in Member Policy Mode)

Item 7:
Setup a Reply-to Email Address
(see member settings)

Item 8:
Choose if members must Activate when they register
(see member settings)

 

Item 9:
Select the groups that new members are put into
(see member settings)

Item 10:
Turn on the Membership Mode that you selected it in Item 1 if it is not already on.
(see member settings)

Item 11:
Register some dummy accounts and test your website until you are satisfied that you have set it up correctly.

 

Further Notes

 

Once you have your membership up and running you can make changes as required to any of the items.  If you are changing policies it is very important that you test out your changes until you are comfortable with system, the last thing you want to do is to lock everyone out of your website!

If you ever do happen to lock everyone out however, you can simply turn on Open Member Mode and your policies will not be enforced, so this will give you time to fix up any problems.  During this time however everyone will have access to all areas of your website, so keep that in mind.