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SSO integration between Member Management system and Member Community Portal

1 Nov 2019 5:41 PM | Anonymous

Worked with a small non-profit to use SSO (Single Sign On) to integrate a Membership Management system (Wild Apricot) and an existing Member Community Portal (Personify Community).

Key tasks included:

  • Configuration of Community Portal member segments and workflows to align with Wild Apricot member levels
  • Changing the front end web pages for the Portal and the Membership system to appear seamlessly integrated
  • Changed the Portal access levels to drive visibility based on Membership status in the Membership system
  • Data conversion to reset the membership segments inside the Portal
  • Coordinated the change management campaign with staff and members for access int the consolidated systems.

When completed, the project simplified the member-facing systems and reduced the manual effort needed to maintain membership status inside the Member Portal.  Additionally, the Portal automatically prompts former members to rejoin to get access to member-only content.

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