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Accessing the Member Portal as an Administrator
Accessing the Member Portal as an Administrator

See what your space looks like to members when you are setting things up in Cobot.

Amanda avatar
Written by Amanda
Updated over a week ago

If you or another administrator in your space would like to have access to the member view, you will need to first add them, or yourself, as a member in Cobot (if you've just started a trial, we have added you as a member already).

First, create a 'staff' plan at $0 per month, so anyone added to it will not count towards your Cobot subscription member count, or receive monthly invoices. Be sure to mark it "Hidden", so members are not able to sign up to it.

After you have done this, go to Manage » Members » "Add Member". Add yourself as a member using the same email address you are using as an admin - once you have done this, send yourself the connect request from your new member profile.

Go to your email and click on the link. Click on "I have a password" and to enter in the EXACT same password you are using for your admin login.

Once connected, you will see the "Admin | Member" options in the top right-hand side of the screen, which will allow you to toggle back and forth between the views.


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