View and edit memberships

When someone becomes a member of your organization a contact record record (or Contact Card) is automatically created along with their membership. From this Contact Card ( Contacts > Contact List > [Click on a contact in the list] ) you (as account administrator) can view and edit their membership by clicking on the Membership tab.
Members can use online self-service to edit their membership profile details, see Member - edit profile

View Contact's Membership

First find the membership record in question - see Searching and filtering contact and member records

You can access the Membership profile (fields) information from Contact Details tab or the Members tab. From the contacts tab, select the member that you would like to view from the Contact list and click on the row. This will bring up their Contact Card.

Membership Editing Options

When viewing a Members contact card you will find the following options to make adjustments to the contact field, membership fields, renewal dates, or account statement.

• Edit membership - to change membership level, status and any other membership/contact fields. 
• Renew - to renew member manually. (See Member - renew or change level)
• Edit groups - customize which groups member belongs to. (See Member Groups)
• Suspend membership - choice to temporarily suspend the member which revokes the ability for a contact to log in as a member and all privileges associated with membership, but does not archive or delete their contact. (See below)
• Account statement - a history of the invoices and account standing of the member
• Archive - changes this into an Archive membership or to completely remove selected user from your database. Archived memberships do not count into your database total, can not login and are excluded from all emailings. You can always change any membership back to active status. (See Archived vs. active records).

Editing Membership

To edit membership level details, go to Membership tab
The membership preferences define the level, renewal date. This area has button that enable you to:

• Edit membership information and fields 
  • For example Membership Status, Member Since, Renewal Due dates and manually change the password for the members login.
• Renew membership
• Suspend/Resume membership - See Suspending a membership

Clicking on edit membership gives you the following screen:

Click on Save once you have made changes.

See also