This article explains how to manage primary account holders and their associated members in the system. By the end of this guide, you will understand how to assign account types, add members, and manage member relationships.
Navigation:
Main Menu → Clients → Members
Applies To: Enterprise, Plus, Basic
Overview
The Members feature allows users to:
- Assign clients as either individual or corporate accounts.
- Add members to a primary account holder’s membership list.
- Manage member relationships and access permissions for primary account holders and members.
Details
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Account Types:
- All client records can be tagged as either an Individual or Corporate account using the Client Type field.
- Accounts created through Web Registration default to Individual. Corporate accounts can only be assigned through the Administrative Module.
- Corporate accounts can purchase quantity seats in courses without naming each registrant. Individual accounts do not have this permission.
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Adding Members:
- Members can be added to a primary account holder’s membership list.
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Members can also be added by the primary account holder when logged into Web Registration. However:
- If the member’s file already exists, the link between the primary account and the member can only be established through the Administrative Module.
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Relationships and Permissions:
- A primary account holder cannot have more than one relationship with another client. For example, a primary account holder cannot also be a member of a client who is a member of their account.
- A client can be a member in more than one primary account.
- Members can log in to manage their own registrations but cannot view registrations of other members or the primary account holder.
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Relationship Field:
- Identifies the type of relationship between the member and the client.
- This field is required and is not user-defined.
Important Notes
- The Members table only allows editing the relationship. To modify other values, the member record must be deleted and added again with changes.
- A member cannot be deleted if they are linked to an Assignment via the primary member record.
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When a primary account holder registers a member via the Web Registration module:
- The member’s Assignments are automatically linked to the primary account holder.
- In the MyAccount section of the WebReg module, the primary account holder can only view Assignments linked between the member and themselves.
Key Notes
- Corporate accounts can only be assigned in the Administrative Module.
- Members added by a primary account holder in Web Registration must be linked through the Administrative Module if their file already exists.
- Deleting or modifying member records linked to Assignments may require additional steps to preserve data integrity.
Conclusion:
By following this guide, users can efficiently manage primary account holders and their associated members, ensuring accurate relationships and permissions. For further assistance, refer to related articles or contact support.