Portal Setup Guide

Understanding Subdomains

Every Zendo gets a unique subdomain that serves as your organization's portal:

Benefits of your portal subdomain:

• Easy to remember - Share a simple URL with members
• Branded experience - Shows your logo and organization name
• Direct access - Members can bookmark and access directly
• Seamless login - Sessions work across main site and subdomain

Configuring Your Subdomain

Your subdomain is automatically generated from your Zendo name during registration. To change it:

1. Go to Settings
2. Find the Portal Settings section
3. Edit the subdomain field
4. Click Save

Subdomain Rules

• Only lowercase letters, numbers, and hyphens allowed
• Must be 3-50 characters long
• Cannot start or end with a hyphen
• Must be unique across all Zendos

The availability checker shows a green checkmark when your subdomain is available.

Membership Access Modes

Control how new members join your Zendo in Settings > Portal Settings > Membership Access:

Request to Join Workflow

When membership access is set to "Request to Join":

What Visitors See

Your portal page displays a "Request to Join" button. Clicking it shows a form where they enter:

• First and last name
• Email address
• Optional message (why they want to join)

What Admins See

When a request comes in:

1. All administrators receive an email notification
2. A badge appears on the Members page showing pending requests
3. Go to Members > Membership Requests to review
4. For each request, you can:
   • Approve - Sends an invitation email to the person
   • Deny - Sends a polite decline email

Open Registration

When membership access is set to "Open Registration":

• Your portal displays a "Create Account" button
• Visitors fill out a registration form (name, email, password)
• Account is created immediately with "Member" role
• They're logged in and redirected to the dashboard

Note: Open registration always creates accounts with the Member role. If you need someone to be a Coordinator or Administrator, you'll need to change their role in Settings after they register.

Portal Branding

Customize your portal's appearance in Settings:

Logo

Upload your Zendo's logo to display on:

• Your portal landing page
• The dashboard sidebar

Supported formats: PNG, JPG, SVG, WebP (max 2MB)

Zendo Information

Your portal displays:

• Zendo name - Your organization's name
• Tradition - Your Zen tradition (if set)