Group Membership Level
Description
Group Membership Level allows you to create a group of members linked together and managed by one of the members - 'Group administrator'. Group Membership Level allows you to organize the members into groups of people (corporate members, sports team, family or any other group of people).
Group settings such as renewal date and group level name are applied to all the group members. Renewal date of all group members will be the same as the group administrator.
Group Membership level membership fee covers the cost of the whole group for up to a specified number of records ('group limit' - which can also be unlimited). Group level can have recurring payment (See: Recurring payments)
Group level settings
To add a new Group membership level go to Settings / Membership settings / Membership levels and click on [Add level] button. (See: Member levels)
On General tab - select Group Type and select weather the group size will limited or not.
Renewal policy tab - set Renewal period and Renewal reminders and actions. (See: Member levels)
Note that the renewal date is assigned to the group administrator, when the group is created, and it is carried through all the group members. Group members do not have control over the renewal date and group members cannot renew. Only group administrators can renew for the next term (See: Member levels and Recurring payments).
New applications tab - you can specify who will get emails and in what order. You can also customize the outgoing emails:
- On receiving new group administrator application - indicate who will receive the confirmation email, Group or/and Site administrator. Click on group administrator confirmation e-mail to customize the email (See more: Member levels)
- Upon successful online payment - set record status to Active and group administrator activation e-mail will be sent automatically, or set status to Pending if you need to review the applications
- When group administrator is set to active - indicate who will receive group administrator activation e-mail when record is set to Active
- When group member is added - indicate who will receive group member activation e-mail. Group member, Group administrator and Site administrator
Creating a new group
A new group can be added in two ways:
1. By site administrator - site administrator can add a new record with a group membership level (this is the record of the group administrator)
2. Via online application
Group application workflow
Note that the application will be processed according to the Member application workflow. (See: Member application workflow and emails customization)
Managing group members
When a new group is created, the first member record becomes a Group administrator. Once that record is activated, Group administrator can login into his own profile - as well as manage the group members and their profiles.
Each group member can also login into his own profile to make updates - just like individual members.
The following options are available to the group administrator:
- Add new user - users can be added one by one up to the group limit
- Edit / Archive existing user
Top part of the Group administration profile page contains the Group account summary with the following details
- Group limit - shows the limit of the group (if any)
- Used so far - shows the total number of the group members (including the group administrator)
- Your Members - List of members in your group. Group administrator can view/edit any member profile by clicking on the name. Archived member will appear in gray color
- [Add member] - To add a new member to the group click on button and enter new member information
To Add a new member to the group:
- Click on [Add member] button
- Fill out the application form
- Click on [Submit] button
To Edit the group member profile:
- Select the member from the Your member list and click on the name
- Click on [Edit profile] button
- Make changes and click on [Publish] button
Group administrator may also archive the member by clicking on the [Archive] button. All archived members will appear in the gray color in Your members list.
