Setting Membership Types

Document Actions

Admin user on setup directory clicks on Manage Membership link (in Membership box) to add/edit Membership types.

There, existent Membership types are listed with an edit link. At the bottom, an "Add a Membership" link is displayed for creating a new type of membership.

The admin user can either add a new membership type, or edit the existing ones:

  • To edit, the admin selects a type and then click "edit" link. The user is redirected to a form showing all existent attributes for the selected membership type. The user can change these texts, including price, title and description. Admin presses save and the membership type is updated.
  • To add a new membership type, admin clicks on "Add a Membership" link and a form is presented that allows the user to set the price, give a title, give a description, designate the membership type as "for business" or "for individual" members, and designate the type as "for paying adherents" or "for non-paying adherents". Admin presses save and the type is added.
  • The distinction between membership types (paying and non-paying) will allow for future differences in functionality (or other features of the user experience, eg Edit SignUp Report) granted to businesses.
  • To delete a membership type click on delete link. If there are not directory adherent using the membership type to delete, it will removed. Otherwise, a page showing all current directory adherents using the membership to delete and it wont be deleted until no adherent use it. You can edit each adherent to use another membership type.
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