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Managing organization member types

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Zane P
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What are organization member types?

Organization member types consist of organizations or companies with one or more linked profiles attached to the organization profile. Organization profiles are managed by linked profiles assigned as key contacts. An organization can have one or more key contacts.

Key contacts can:

  • Pay dues on behalf of the organization
  • Edit and update the organization profile
  • Edit and update other profiles linked to the organization
  • Register other linked profiles from their organization for events

See Member types overview and default settings and Adding organization member types for setup instructions.

Caution: If pricing is based on the number of linked profiles, don't grant key contacts the ability to add linked profiles. Fees for profiles added by key contacts are not charged until the next renewal invoice. To enable this option, contact the support team.

Creating a new organization member

  1. Go to the Profile List, then select Add an Organization.
  2. Select the member type, enter the organization name, then select Save. The new organization profile opens.
  3. Enter the organization's profile information (address, phone, email, and so on).
Note: For the organization to receive renewal notifications, the Email and Expiration Date fields must be filled in.

Creating linked profiles

Use this process for linked profiles that are not yet in your database.

  1. Select the Linked Profiles tab, then select Create Linked Profile.
  2. Enter the linked profile's Username, Full Name, and Email, then select Save.
  3. After adding all linked members, designate key contacts by toggling on the Key Contact button next to each profile in the Linked Profiles tab.

Adding existing linked profiles

Note: An organization can only link members who belong to the linked member type associated with the organization member type. If the member is in a different member type, change their member type before linking.
  1. In the organization profile, select the Linked Profiles tab, then select Add Linked Profiles.
  2. Select the members to link to the organization, then select Link x Profiles.
  3. Return to the Linked Profiles tab to see the linked members. Designate key contacts as needed.

Notification emails

For organization member types, the organization is responsible for paying renewal fees. Renewal notifications are sent to the email address in the organization's profile. When changing key contacts, update the organization's email address as needed.

To include the key contact's name in renewal notifications, create a custom attribute and assign it to the organization member type. Then adjust profile owner attribute security and insert the data merge field into your renewal notification template.

For more detail on the automated renewal process and notifications, see Membership renewal process overview.

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