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How can I view a member’s portal page?

BetterUnite allows administrators to view exactly what a member sees in their supporter portal. This is helpful for troubleshooting, answering member questions, or verifying how memberships, messages, and payments appear to the member.

There are two ways to access a member’s portal view. Both options open the same supporter portal experience the member would see when visiting

What is the supporter portal?

The supporter portal is where members can:

  • View their membership and subscription details

  • See payments and history

  • Read messages posted by administrators

  • Manage their information (based on your configuration)

When you view the portal as an admin, you are seeing the member-facing experience, not an admin preview.

Option 1: View the portal from Membership Management

This option is useful when you’re already working with a specific subscription.

Steps

  1. Go to Membership Management

  2. Locate the relevant subscription

  3. Click the subscription to view its details

  4. Click the member’s name to open the member profile

  5. From the member profile, open the Actions menu

  6. Select View Member Portal

This opens the supporter portal page exactly as the member would see it.

Option 2: View the portal from the contact record

This is the fastest option if you’re already working with the contact.

Steps

  1. Go to Contacts

  2. Open the contact record for the member

  3. Click the Actions menu

  4. Select View in Supporter Portal

You will be taken directly to the member’s supporter portal view.

What will I see when I open the portal?

When you open the supporter portal as an admin, you’ll see:

  • The member’s active (and past) subscriptions

  • Payments and membership details

  • Any Messages to the Member you’ve posted

  • Any Member Benefits if applicable

  • The same layout and content the member sees when they log in

This ensures there’s no guesswork when assisting members.

When should I use this feature?

Common use cases include:

  • Helping a member understand what they see in their portal

  • Verifying messages or membership status

  • Troubleshooting access or display questions

  • Training staff on the member experience