Adding organization member types

Organization profiles are aggregator profiles containing information about an organization rather than an individual member. An organization's dues may be based on the number of linked profiles tied to it, or on a custom attribute. Renewal reminders are sent to the email address in the organization profile.

Within an organization profile, you can have linked profiles (member profiles belonging to the organization) and key contacts (linked profiles responsible for managing the organization profile). See Managing organization member types for details on managing them after setup.

Adding an organization member type

1. Go to Database > Member Types, then select ADD AN ORGANIZATION MEMBER TYPE.
2. In the pop-up, enter a name for the organization member type and the linked member type (the member type that linked profiles are assigned to). Select a pricing structure and optionally copy permissions from an existing group. Two pricing structures are available:
   • Number of Linked Profiles: Dues are based on the number of linked members attached to the organization.
   • Attribute-based pricing: Dues are based on a custom attribute — for example, whether an organization has met a specific qualification.

3. Select SAVE.

   Note: For attribute-based pricing, assign the custom attribute to the member type using ASSIGN CUSTOM ATTRIBUTES on the Organization Member Type Settings page.
4. Under General Settings, configure the approval setting. If Require approval for new members is enabled, new members enter pending status until an admin sets them to active.

Assigning custom attributes

1. Select Assign Custom Attributes.
2. Select the custom attributes to include for this member type.
3. Select SAVE.

Setting a landing page

Linked profiles of this member type land on the specified page when they sign in through your website. The default is /member-landing-page.

1. Select SET LANDING PAGE.
2. From the left sidebar, select the area of your website to link to. The Link Text and Link URL fields populate automatically.
3. From the Page Target dropdown, select Same Page or New Page.
4. Select INSERT THIS LINK.

Configuring renewal settings

Renewal Payment and Membership & Expiration Settings are inherited from your default member type settings. If this member type needs different settings, update the defaults before creating the member type.

1. From the Auto-Renew dropdown, set auto-renewals to Off, Required, or Optional. See Auto-Renew for details.

   Note: Before enabling auto-renewals, confirm your payment processor is configured to support them.
2. Select Define Renewal Paths to control whether members of this type can switch to a different member type during renewal.
3. Toggle Renew from Member Profile on or off. When enabled, members see a dropdown to either generate a renewal invoice in their profile or redirect to a URL (such as your renewal form).

Configuring key contact settings

Under Key Contact Settings, toggle on or off the ability for key contacts to assign other key contacts to the organization.

Configuring pricing settings

Linked profile pricing

1. Select ADD A PRICE POINT to add pricing tiers based on the number of linked profiles. For date-based memberships, select EDIT PRORATION to configure proration for each tier. Select Set a maximum number of linked profiles to limit the number of profiles an organization can link.
2. Configure pricing by range or per profile:
   • By range: Create tiers for ranges of linked profiles — for example, 2–10 members or 11–25 members.
   • Per profile: Create line items for each profile count (2 to 2, 3 to 3, 4 to 4, and so on) up to 10 to 10. Set a price for each tier in the Price column, then enter a price in the price per additional profile field for profiles beyond that range.

See Membership forms for information on configuring your membership application form to display pricing.

Advanced pricing

In Advanced Pricing Settings, select Enable Advanced Pricing to add pricing rules based on attribute values. These rules are added to the base membership price. For example, add a cost for large organizations that require extra space at events, driven by an event space attribute on your membership form.