What Group Membership does a Contact belong to?
Who else are the Members of this Contact’s Group Membership?
The steps to answer both of those questions will follow below! If you are unfamiliar with Group Memberships in Member365, consult this Knowledge Base article first.
What Group does this Member Belong to?
If you are looking at someone’s Contact Record and they are listed as an ‘Employee Account’, that means they are a part of a Group Membership.
In Member365, each Group Membership has a corresponding ‘Member Organization’ field that ties to its Primary Contact.
Note
Employee Account holders do not need to belong to the same Organization as their Primary Contact.
Employee Account holders do not need to belong to the same Organization as their Primary Contact.
The Membership Summary of an Employee Account holder does, however, match the Organization of the Group’s Primary Contact.
In our example, Sharon Meeks is a Group Member for ‘ABC org Inc.’ but is a 'Related Contact' to 'Neighborhood Inc.' As we can see, anyone can be added to any Group Membership regardless of their personal ‘Organization Name’ field.
Look for the ‘Member Organization’ field under ‘Membership/Subscription Summary’ on the right-hand side of the Contact Record to determine which Group Membership an Employee Account belongs to!
Click on the name of the Member Organization to view its details, and its other Group Members.
After clicking on the Member Organization field, in the 'Membership/Subscription Summary' section, you can see the 'Primary Account' for the organization/group membership.
We now know that our sample Contact is a Group Member with ‘ABC org Inc.’, and that this Group Membership is managed by ‘Christine Laxroix’ - she is the Primary Contact.
Who are the Members of this Group?
Primary Contacts are responsible for managing a Group Membership on behalf of its Members.
To see who else belongs to this Primary Contact’s Group, click ‘Organization’ on the left-hand side of their Contact Record.
You can then view a list of Group Members (‘Employee Accounts’) managed by this Contact by clicking the ‘Employee Accounts’ button on the left-hand side of the page that follows!
On this page, you can see the the Primary Account Holder and the Employee Accounts (i.e., the other people who are part of the group membership).
Congratulations, you now know how to determine which Group an Employee Account belongs to, and you know how to find the list of Employee Accounts for a given Group!
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