This article was written with the assumption that you understand Group Memberships. If you are unfamiliar with Group Memberships in Member365, we would recommend reading this Knowledge Base article before proceeding.
Creating a Group Membership
When creating a new Membership Category, you can make it a Group Membership on the very first page.
When prompted for the new Membership Category’s basic setup, ensure that ‘Type’ is set to ‘Organization/Group’, and ensure that the resulting ‘Group Membership’ toggle is set to ON.
Converting to a Group Membership
You can also convert an existing Membership into a Group Membership. The process is as simple as navigating to the Membership Category’s settings, and tweaking a few of its toggles.
Access the Membership Category
1. From the Member365 Administrator Dashboard, click ‘Membership’ on the bar at the top of the screen.
2. Click ‘Category Setup’ in the dropdown.
3. Locate the Membership Category whose Group membership settings you which to adjust, then click its name.
Updating Membership Settings
4. Under the ‘Overview’ tab, scroll to the bottom of the page. Ensure that type is set to Organization/Group. If it’s not, you need to change it by selecting ‘ORG/GROUP’.
Use caution when converting an ‘Individual’ membership to an ‘Organization’ membership. If the Membership Category you wish to convert is an ‘Individual’ membership, it may be easier to simply create a new Membership Category altogether for your Group Membership.
Configuring your Group Membership
A Membership Category with the ‘Group Membership’ settings enabled correctly will have a tab labeled ‘Group Membership. If you do not see the tab, consult the earlier sections of this article and ensure that your Membership Category is configured correctly.
Employee Seats
The first option you will see after clicking the ‘Group Membership’ tab relates to Employee Seats. How many Employee Accounts will a Primary Contact be allowed to add?
Unlimited – There is no limit to the number of group members that can be added under one Primary Contact. This option works best for large groups who will be adding several members to their membership.
Limited – Specify the maximum amount of group accounts that can be added to a Group Membership. This option would work well for limiting the number of members who can be added onto the same membership.
Seat Packages – Only allow Group Members to be added if the Primary Contact purchases Seat Packages through your online Store Module. This option would work great if you want to charge groups extra depending on how many members they have under their membership.
None - These membership does not contain additional memberships
Group Membership Permissions
After specifying your Group Seats, the next step in configuring a Group Membership is to set its Member Seat permissions. Regardless of the Seat option you chose, the same set of toggles will be presented.
Hide Group accounts in member portal? – If this toggle is ON, the Primary Contact will not be able to add Employee Accounts from their Member Portals: the privilege would rest exclusively with you and your administrators.
Show Directory? – Will Group Accounts on this membership be allowed to see your Member Directory?
Show Store? – Will Group Accounts on this membership be allowed to view and purchase from your online Store Module?
Show Job Board? – Will Group Accounts on this membership be allowed to view your Job Board Module?
Show Education? – Will Group Accounts on this membership be allowed to enroll in your Continuing Education program?
Show Events? – Will Group Accounts on this membership be able to view your Event Calendar, and will they be allowed to register for your Events?
Show Member Benefits? – Will Group Accounts on this membership be allowed to view the Member Benefits module?
***The most important setting above is the ‘hide group accounts in member portal’ option. Whether or not a Primary Contact can add members themselves is a very big distinction when working with Group Memberships, so ensure you have this option set correctly depending on your administrative needs.***
Group/Organization Primary Contact Permissions
Once you have set your Member Seat Permissions, the nest step in configuring a Group Membership is to set its Primary Contact permissions.
Recognized Domains
The final step in configuring a Group Membership is to set its determine how the system will treat recognized domains.
What is a recognized domain? Let's take "sample.email@member365.com," for example. The 'domain' here is the "@member365.com" (or more specifically, the "member365.com." Now, anyone with an email that ends in "@member365.com" will be recognized by the system and you can toggle the following settings:
Recognized Domains - Primary Members —
Recognized Domains - Employee Accounts —
Recognized Domains - Organization Linking —
***Don't forget to save your changes by clicking the "Save Membership" button.***
Congratulations, you have learned how to create and configure Group Memberships!
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