Corporate memberships are when a company is the member. These are often used for larger organisations who provide association membership packages for their employees.

Mition caters for this using a combination of the Supplier module and our User Management (Members) module.

The corporate membership administrator (or membership owner) must be a signatory for the company as they are responsible for paying all invoices and communications. Often this is a Treasurer, CFO or CEO.

This guide will take you through how to add and edit these membership types

How to create a Corporate Membership

After saving, you'll be taken back to the Linked Member screen.

Double click on "Bob Jones" and go to the Subscriptions tab. Add the relevant Corporate subscription to the Administrator.

The relationship ADMIN can be given special rights and access.

Go into Admin Settings > Members > Relationship Settings.

In ADMIN check the box "isOwner" and save.  

To check this, impersonate Bob Jones. You will see that there is a new section called My Supplier or My Organisation in the left side menu. 

In here this user now can manage this Organisation, including user management (remove/add members) as well as any settings such as whether to include in any website lists and some public information such as website/contact details.

If your organisation sells memberships or subscriptions to Businesses, there are now 3 great ways to allow that organisation to self manage by adding their own members AND you can optionally give these new members instant subscription access without manual intervention (although you can do this easily manually too).

Method 1

If you make the relationship between the main account holder and the supplier/organisation an 'isOwner' relationship type, they get the option to edit their own organisations basic details (logo, name, abn, phone, website) but can also add and remove users from the organisation.

When they add a member, it is added to your main member database and linked to this organisation.

How to Set Up: Add a Workflow to automatically assign a subscription to certain members as they are added.

Use the workflow under "Relationship" called "Auto assign to subscription based on supplier relationship ".

In this workflow you can assign the relationship by default with this supplier and add any subscriptions (e.g. a hidden complimentary subscription term price). You can also limit this to only work for specific users being added to a supplier type (e.g. Companies not Venues).

Method 2

You can use the domain on an organisation account, to add the email domain extension, for example for Mition, we would use the email extension mition.com. 

You can then add a workflow that automatically registers users based on their email extension, e.g joe@mition.com would automatically be added to the Mition organisation!

How to Set Up: Add a workflow to automatically assign a subscription to certain members as they are added. 

Use the workflow under "Registration" called "Auto assign to supplier based on email domain". In this workflow you can assign the relationship by default with this supplier and add any subscriptions (e.g. a hidden complimentary subscription term price). You can also limit this to only work for specific users being added to a supplier type (e.g. Companies not Venues).

Method 3

This was the original method, your staff can create a page where a link can be generated that can be sent out to their members to self register. It is a little more difficult to setup, but allows a high degree of self management.

Use the Registration (Corporate) web component, this gives staff the ability to tailor a subscription type that will be given, then create a link for each supplier (you need to preview the page as a staff member to create a link).

Each link is directly related to a specific supplier and users will be added to that supplier as well as given any subscription required. The link has the Suppliers GUID (Globally Unique Identfier), so once you create a single link you can replace that GUID with the users own [LastSupplierGuid] to effectively automate an email with a link to that supplier. 

This will be the last supplier GUID added to that user. 

Ideal for sending to Corporate subscription holders who you have manually added to a supplier record, you can automate creating the link they can send to their members.

What happens when the membership administrator no longer works at the organisation?

Using our Bob Jones example user, we first go to the Organisations tab and find Company XYZ.

Double click on Bob's line and edit the Relationship Type

For this example, we will give them an "Connected" relationship type.

We then need to:

1. Assign a new Organisation Admin and add a Corporate subscription to their profile (ensuring the same subscription type and details that were on Bob Jones)

2. Remove Bob Jones Corporate subscription and assign them the relevant subscription type (checking against other connections in the Organisation to ensure it remains consistent)

How to disconnect a member from their organisation?

When a member leaves their organisation or is no longer required to be on their member list. We can disconnect the relationship, without losing any of the member data.

This is especially important if a user wants to retain their profile and stay on as a member in a different capacity.

We will again use Bob Jones as our example.

In the Organisation Admin screen, double click on Bob Jones.

Select Clear as indicated below, and hit Save.

Bob Jones has now been removed from Company XYZ.

If required, you can then go into Bob's member profile to assign a new subscription and make any changes to contact details etc.