What are Employee Accounts or Group Members?

 

What is an Employee Account or Group Member?

Employee accounts or group members are contacts that have membership access but do not own, sign up for or renew a membership. These types of members fall under a primary member within their organization, the primary contact is the owner of the membership and the membership will be renewed using the primary contact. The employee or group accounts will have the same membership status as the primary. If the primary is active, the employee/group accounts will be active.  

If you only allow one membership for that membership category for each organization or group do not enroll more than one contact into a Group Membership category.  In this case you want to have one primary that owns the membership and all employee or group accounts will fall under this one primary. 

You can have multiple Primary Contacts with the same group membership category with different Employee Account or Group Members.  For example, If you have an organization, the has five departments that want to become members. Each department head would be the Primary Contact for the Group Membership and each one of these primaries can have their own distinct group of employee or group accounts.

 

How Do you Know a Contact has Employee Account or Group Member?

When on a Contact Record, go to the ‘Membership Subscription/Summary’ on the record's right side.  If there is no summary, then there is no membership on that record.  If there is a summary, look at the "Type" to see if the Contact has an Employee Account or Group Member or the Primary Contact. 

 

 

How do I add an Employee Account?

Read this article to show you how, as an Administrator, you can add related contacts to a Group Membership. 

 

How do I remove an Employee Account?

When you wish to remove an Employee Account or Group Member from a Group Membership, you need to delete the Employee Account or Group Member associated with that membership. For more information, consult this Knowledge Base article.

 

Employee Accounts or Group Members are members of a Group Membership and can be granted access to the Member Portal.

A Related Contact is simply a contact whose ‘Organization Name’ matches the Organization.  Related Contacts can have an Employee Account or Group Members or be a Non-Members.

For more information, consult this Knowledge Base article.

 

Congratulations, you have learned about Employee Accounts!

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