Chapters/ Additional Members
In the Member Profile, the Chapters/Additional Members section allows you to maintain your chapter affiliations as well as secondary and/or tertiary memberships associated with your membership. If you already have secondary and/or tertiary members attached to your membership, you will see small profile photos of the first three (3) people in your membership at the top of your Member Profile. Select the photos to add or edit chapter affiliations or member contact information.
If you want to add additional members for the first time, or add or change a chapter affiliation, select the Chapters/Additional Members link in the More Member Options panel.
Subgroups: This option will appear if you picked a membership type that includes additional secondary and/or tertiary memberships under your account. It will also appear if your club or association allows you (or your secondary and/or tertiary members) to join chapters. You will see a screen similar to the following
If your club or association supports chapters but your membership does not support secondary and/or tertiary members, you will see a screen similar to the following:
Some clubs allow members to join only one chapter while others allow members to sign up for multiple chapters.
Click Select a Chapter and navigate the hierarchy to a chapter at the lowest level. Click Save to add this chapter to your membership or Cancel to close the dialog without saving.
If you add a chapter in the middle of the year and a chapter fee has been enabled, you may see a mid-year charge and will be prompted to proceed to the Payment page to complete payment.
If only one chapter is allowed, this icon will disappear. If more than one chapter is allowed, it will continue to be displayed.
The Remove from Chapter icon allows you to remove this chapter from your membership.
The Membership Card icon will appear if your club or association has enabled the Virtual Membership Card feature, to allow you to download a virtual membership card to print for your wallet, or to store on your smartphone.
If your membership type supports secondary and/or tertiary members but not chapters, you will see a screen similar to the following.
The first section below your name is for secondary members. It will use the keyword defined by your club or association for a secondary member who can log into the website. The second section below your name is for tertiary members and it will also use the keyword defined by your club or association.
The Add icon is used to add a secondary and/or tertiary member. If this icon is not present, your membership does not support additional memberships of this type. Clicking the icon displays one of two screens:
Your club or association may decide to only collect a minimum of information on secondary and/or tertiary members, including name, date-of-birth, gender and email address. This option is more suited to clubs where members join through their personal lives and where tertiary members may be children.
Alternatively, your club or association may decide to collect more complete information on secondary and/or tertiary members. This option is more suited to associations where members join through their business or professional lives.
Click Save to save this new member, or Cancel to close the dialog without saving. After a secondary member is added, the system will show you the username and password assigned to that member. When the secondary member logs in, he or she can change this information. Tertiary members cannot login and so a username and password are not shown. After adding the new secondary or tertiary member to your membership, select Save at the bottom of the screen to save your changes and return to your member profile.
The following icons may or will be displayed:
Icon | Description |
---|---|
If you club or association has purchased the Virtual Membership card feature and it has been enabled for secondary and/or tertiary members, this option will allow you to generate and download a membership card for this person. | |
Click this icon to update the secondary or tertiary member’s name and contact information. You will be directed to the Sub-member Detailed Edit screen. | |
Click
this icon to update the secondary or tertiary member’s Bio information,
including visibility (if enabled), social networking links, a personal bio
and a photo. This option is especially important for tertiary members who
cannot login to update this information themselves. Example: The primary member in a family membership can use it to upload a tertiary member’s photo. |
|
Click this icon to reset the password of secondary members on your account. Clicking the icon will send an email to the secondary member with the new password, as well as display the new password in a popup window. Note: The Reset Password button is only available for secondary members. |
|
Remove this secondary or tertiary member. |
If your club or association supports chapters AND your membership allows secondary and/or tertiary members, this screen may prompt for both types of information, as shown in the following example:
First enter the secondary and/or tertiary members. Then for each member including you, you can add or remove chapters.
In the above example, the member type is configured so that secondary and tertiary members belong to the same chapter(s) as the primary member. So the Add Chapter and Remove from Chapter icons only appear for the primary member; any changes are immediately reflected in the secondary and tertiary members.
If the member type allows secondary and/or tertiary members to belong to separate chapters from the primary member, each secondary and/or tertiary member will have their own Add Chapter icon, and each chapter listed will have its own Remove from Chapter icon.
If your membership is a business membership, this screen will allow you to add additional business members. If others are able to add themselves to the membership, you will see a unique code you can give to others to enter in the membership signup wizard. If others are not able to add themselves, the primary member can add others through this screen.
This is also where the primary member will be able to approve or decline additional members in the membership. When a member is approved, they will receive an email. When a member is declined, the primary member has the option to state a reason, and the member receives an email.