Why is it used?
The parent-child relationship is ideal in situations where you may have "institutional" type memberships. This type of membership would encompass 2 or more individuals from the same organization with 1 of them being the primary representative who manages the membership for all. The primary representative is considered the "parent" profile while additional linked members are considered the "child" profiles. The parent-child relationship can save time and simplify membership applications, dues renewals, and event registrations for your members.
What is it?
The parent-child relationship is a way to create linked profiles within your database. This is a 1:many link where each parent can have many children, but each child only has 1 parent. Once the link is established, parent users are able to complete online membership renewals and event registrations for themselves and any of their linked child users.
- Each member has an individual profile in the database allowing them more opportunity to be engaged and receive the most from their membership.
- They will have their own username and password to access any member-only content in your site;
- are able to manage their own contact information/profile updates;
- will be able to receive any email communications you send out;
- and can have the opportunity to subscribe to e-lists, participate in the Community Forum and/or be part of Committees.
- Membership dues and event registration costs can be paid by the parent with a single transaction for everyone included in the membership.
How is it setup?
A parent-child relationship can be setup in your database by following the steps below:
Set the database group structure
- Navigate to Database > Group Management
- Make sure you have 2 separate database groups available - 1 parent group and 1 child group. In the example images below the parent group is "Organization Member" and the child group is "Employee Members", however yours can be named whatever you'd like.
- Click on the child group, and while holding the mouse button down, drag it directly over the top of your parent group until you see a small "+" symbol on the left
- When you release the mouse button, the child group should now be directly below the parent group and indented to the right
Set cascading attributes - a cascading attribute will be pre-populated in child profiles on a parent-child application form. Setting the common attributes (i.e. company name, address, website, etc.) as cascading can save the parent time when completing an application form as they will not have to type the same information multiple times.
- With the parent group highlighted as shown above, click on "manage attributes cascading to child groups" in the group properties box on the right-hand side
- On the next page you will be presented with a list of your database attributes in the left column and your child group(s) on the right; simply check the box for each attribute that you'd like to cascade from the parent.
Set child group limit - if you would like to limit the number of child profiles that can be linked to a parent profile, enter the maximum number in the child group limit box (shown at the bottom of the image above). If there is no limit, you may leave the box blank.
Link parent and child profiles - once a parent-child relationship is setup in your database there are 3 ways to establish the link between parent and child profiles.
- Parent-child membership application form - this type of membership application form will automatically establish the link for any new members joining.
- With a data import - a data import can be performed to establish the link between several profiles at once.
- Manually - parent and child profiles can also be linked one at a time by following the steps below:
- View the profile that you'd like to link (be sure it is part of a parent or child database group) and click the "View Relationships" tab
- Click the "Add Linked User" button
- A new window will appear allowing you to search and select 1 or more profiles
- Simply check the box on the left side of each profile you want to link and then click the "Add Child" button