Set up the Member Portal

8 minBeginnerUltimate Membership Pro 14.2+

In Ultimate Membership Pro, the Member Portal is the account area members land on after they log in, shown by the [ihc-user-page] shortcode on the My Account page. It shows a banner with their name, a menu of tabs and the content of the open tab: their profile, Memberships, payments and anything else you add.

This guide sets up each part of the portal, from the banner at the top to the message at the bottom.

Before you start

  • Your Member Portal page exists. The plugin creates it as My Account with the [ihc-user-page] shortcode; see Set up the membership pages.
  • A test member account, so you can check the result as a member. Administrators see the portal too, but without Memberships or payments.

Open the Member Portal settings

  1. Go to Ultimate Membership Pro›Showcases›Member Portal.
Member Portal settings header with the Embed the Member Portal box showing the [ihc-user-page] shortcode and a Copy button, and the section links Top Section, Content Section, Bottom Section and Custom CSS
The shortcode for the portal page and the four sections of the screen.

The screen has four sections: Top Section, Content Section, Bottom Section and Custom CSS. They are saved together with one Save Changes button.

Set up the top of the portal

Top Section: four templates (Basic Full Background, Square Top Image, Rounded Big Image, Modern OverImage selected), Member Banner Image switch with an image field, Member Avatar Image and Display Member Memberships switches
The top area: template, banner, avatar and Membership badges.
1Select Template

How the banner, avatar and name are laid out: Basic Full Background, Square Top Image, Rounded Big Image or Modern OverImage.

Default: Modern OverImage

2Member Banner Image

The cover image. Upload your own to replace the default one. Also available with [ihc-user-banner].

Default: On

3Member Avatar Image

Shows the member’s avatar. Also available with [ihc-user field="ihc_avatar"].

Default: On

3Display Member Memberships

Shows the member’s Memberships as badges at the top.

Default: On

Write the welcome message

Welcome Message editor with Hello {last_name} {first_name}, You are logged as {username} and {flag}Member since {user_registered}, and the Insert tag panel with tags such as {username}, {user_email}, {first_name}, {level_list} and {user_registered}
Click a tag to insert it at the cursor. Tags are replaced with the member’s own details.

Tags include {username}, {user_email}, {first_name}, {last_name}, {level_list} (the member’s Memberships), {user_registered}, {account_page}, {flag} and one {CUSTOM_FIELD_…} tag for each registration field.

Choose the menu and the tabs

Scroll to Content Section.

Content Section: four menu templates (Blue New Theme, Dark Theme, Mega Icons selected, Ultimate Member), the Member Portal Menu list of tabs and the Dashboard tab settings with Show in Portal switched on, Menu Icon and Label and Tab Title
Pick a menu style, then click a tab in the list to edit it.
1Select Template

The menu style: Blue New Theme, Dark Theme, Mega Icons or Ultimate Member.

Default: Mega Icons

2Member Portal Menu

Every tab the portal can show. Click a tab to edit it.

3Show in Portal

Shows or hides the tab for members.

Menu Icon & Label

The icon and the name in the menu.

Tab Title

The heading above the tab content.

Tab Content

Text, images or shortcodes shown in the tab, above its built-in sections. Tags work here too.

The tabs you can show:

Dashboard

A welcome text you write. Each member can get their own content (see the tip below).

Profile

The profile form, where members edit their details and password.

Subscriptions

The member’s Memberships and the plans they can still buy.

Social Plus

Buttons to connect social accounts for login.

Orders

The member’s payments. Its menu label is Payments.

Help

A text you write, for example how to contact you.

LogOut

Logs the member out.

Membership Gifts, Membership Cards, Pushover Notifications, Your SitesModule

Appear when their module is on.

AffiliateUltimate Affiliate Pro

Appears when Ultimate Affiliate Pro is active and Account Page – Affiliate Tab is on in the Affiliates screen.

Your own tabsModule

Added with the Member Portal Tabs module. See Add custom tabs to the Member Portal.

Shown by default: Dashboard, Profile, Subscriptions, Social Plus, Orders, Help and LogOut. To reorder the tabs, use the Member Portal Tabs module.

Choose what each tab contains

Some tabs have Additional Tab Settings: switches for the built-in sections they show.

Subscriptions tab selected: Show in Portal on, Menu Icon and Label, Tab Title, and Additional Tab Settings with Show Subscription Table and Display Subscription Plan Showcase switched on
The Subscriptions tab shows the member’s Memberships and the plans to buy.
Show Subscription TableSubscriptions

The member’s Memberships with dates and actions. Same as [ihc-account-page-subscriptions-table].

Default: On

Display Subscription Plan ShowcaseSubscriptions

Lets members buy other Memberships from the portal.

Default: On

Show Profile FormProfile

The profile form. Same as [ihc-edit-profile-form].

Default: On

Show Orders TableOrders

The member’s payments. Same as [ihc-account-page-orders-table].

Default: On

Show Social Links ButtonsSocial Plus

The social connect buttons. Same as [ihc-social-links-profile].

Default: On

Show Pushover FormPushover Notifications

The Pushover settings form.

Default: On

Show User Sites Form & TableYour Sites

The member’s sites in a MultiSite network.

Default: On

To change the columns and buttons of the subscription and payment tables, see Customize the Subscriptions and Payments tables. The look of the profile form is in Customize the profile form.

Add a footer and your own styles

Bottom Message

Text shown at the bottom of every tab, for example your support email. Tags work here.

Custom CSS

Styles for the portal only. See Style forms and pages with CSS.

Save and check as a member

  1. Click Save Changes.
  2. Log in as your test member in a private window and open My Account.
The Member Portal as a member sees it: banner with avatar AI, Ava Ionescu, Hello message, Member since date and a Pro Monthly badge, the menu Dashboard, Profile Details, Subscriptions, Social Connection, Payments, Help, LogOut and Resources, and the Dashboard text
The portal of a Pro Monthly member, with the Mega Icons menu.

Shortcodes

[ihc-user-page]                        the whole Member Portal
[ihc-user-banner]                      only the banner
[ihc-user field="ihc_avatar"]          the member's avatar

Good to know

  • The portal only shows to logged-in users. Visitors who open the My Account page are sent to the login page.
  • Tabs of modules (Membership Gifts, Membership Cards, Pushover Notifications, Your Sites) stay hidden while their module is off, even if Show in Portal is on.
  • Tab Content shows above the built-in sections of a tab, not instead of them. To show only your text, switch the built-in section off.

Tip

Example: the Coaching Club portal

Coaching ClubMembers see their plan, payments and a resources tab.
Top template
Modern OverImage, avatar and Membership badges on
Welcome Message
Hello {first_name}, Member since {user_registered}
Menu template
Mega Icons
Tabs shown
Dashboard, Profile, Subscriptions, Payments, Help, LogOut, Resources
Bottom Message
Questions? support@coachingclub.example

Troubleshooting

Why is the My Account page empty?

The Member Portal only shows to logged-in users, and the page must contain [ihc-user-page]. If you replaced the page, select it again in Settings › Pages Setup.

Why doesn’t a tab show in the Member Portal?

Check that Show in Portal is on for that tab in Showcases › Member Portal and save. Tabs of modules also need their module switched on.

Why is the Affiliate tab missing from the Member Portal?

The Affiliate tab needs Ultimate Affiliate Pro to be active and Account Page – Affiliate Tab switched on in the Affiliates screen.

Why don’t my Member Portal changes appear?

Click Save Changes once for the whole Member Portal screen, then clear your page cache and reload the page as a member.

Why does the Subscriptions tab have no table?

Show Subscription Table is off for the Subscriptions tab, or the member has no Memberships yet.

What’s next

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