Maintenance and completion checklist

After setting up your Membership Portal, it’s time to go into Maintenance Mode. Continue to monitor the size of your queries. If a query size gets close to 15,000 records, you will need to create a new query, as stated in the breaking down queries article.

Completion checklist

To confirm that everything is all set and running, it’s a good practice to verify and double-check that we have completed all the major requirements in setting up. Below is a checklist you may use as a guide when reviewing your work:

Altru

• The Membership Portal Access List query has been created.
• If the query results return more than 15,000 records, the query has to be broken down into smaller ones (fewer than 15,000)
• The right roles and permissions have been assigned.

In the SGS app, the following settings and templates have been configured:

• The Membership Portal Design has been updated.
• Font styles and colors are selected.
• All images have been uploaded. No pages have been missed.
• The Membership Portal is published.
• The OData links generated from Altru are attached and validated in the SGS app.
• Altru query result fields are mapped correctly to SGS parameters.
• Your Digital Membership Cards are linked.
• What constituents can see in the Membership Portal page is configured.
• You have added a subdomain to your portal.