Corporate Management | Session 3 of 3 | Tendenci AMS

Experience our free, in-depth three-part Tendenci Platform Corporate Membership Management workshop series! In Session 1 on May 14th, 2024, we began with an Introduction and Setup, mastering the configuration of your Corporate Membership Module settings to establish membership types, applications, and more. Then, on May 16th, 2024, in Session 2, we focused on binding individual members to a Corporate Membership and Corporate Reps, teaching you how to add individual members and assign Corporate Representatives to manage dues, renewals, and associated members. Finally, on May 28th, 2024, in Session 3, we covered questions and concerns, addressing any queries or issues you may have.

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3. Corporate Membership Management

What we have covered:
❖Configuring your Corporate Membership
Settings
❖Configuring your Corporate Memberships:
➢ Membership Types
➢ Membership Application
❖Creating custom notices
❖Corporate Membership Renewal Strategies
❖Corporate Reps
❖Importing Corporate Members
❖Binding Individual Members to Corporate
Members

5. Corporate Membership Management


Frequently Asked Questions

❖FAQ: When adding Corporate
Membership Types, does each type need
to be tied to a different Individual
Membership Type?
➢Not necessarily. This will be heavily
dependent on whether it is important to your
organization’s workflow to compartmentalize
individuals belonging to organizations by
type.
➢If you separate them, you can communicate
to individual members tied to an organization,
by type, more easily. You can also offer
different benefits/access to specific content by
type by assigning different permissions.
Figure 1: Create Individual Membership Types to associate with
each Corporate Membership Type, or create just one Individual
of an Organization type.

6. Corporate Membership Management


Frequently Asked Questions

❖FAQ: Who can manage a Corporate
Membership?
➢The rep who applied for the corporate
membership, once the corporate
membership is approved, is by default
a dues and member representative.
They can assign other reps as well, so
long as those individuals are in the
association’s user database.
➢Any rep designated by the default/
primary rep
➢Any site administrator (i.e. superuser)
Figure 2: Assign corporate reps to manage
Corporate Memberships at your association

7. Corporate Membership Management


Frequently Asked Questions

❖FAQ: Do my Corporate Membership reps count towards the cap of
individuals under an organization?

➢No; Corporate Reps were designed to allow organizations to avoid this, in fact. This
allows organizations to assign non-member employees an administrative role to
effectively manage the organization’s membership and its members, while allowing the
available spots to be filled by other employees of the organization who need to or in
some cases, are even required to, become a member.
➢An example of a use case where reps and member might have different roles and
requirements is an organization that has employees who carry a license or certification
(member) versus an office assistant who might not and therefore would not be a
member (rep)
➢Reps CAN also be members; they are just not required to be

8. Corporate Membership Management


Frequently Asked Questions

❖FAQ: How do individual Members get added to a Corporate Membership?
➢The rep who applied for the corporate membership, once the corporate membership is approved,
can send employees of the organization to sign up under their company via the designated
“member of an organization” application.
➢A rep can register employees on their behalf.
➢An administrator can add employees on their behalf (or use option 1, of course)
➢An administrator can bulk import individual members and tie them to a corporate membership.
Figure 3: Allow individual members
to register as members under their
organization, or allow a rep or super
user to assign them, via the
Membership Application used for
individuals of an organization.

9. Corporate Membership Management


Frequently Asked Questions

❖FAQ: How can I see a Corporate
Member’s individual Members?
➢Navigate to the Corporate
Membership search, and click on
the “_ Members” link to access the
company’s roster report (where
“_” displays the number of
members)
➢Navigate to the Corporate
Membership search, open the
“Options” menu, and select
“Roster” to view the company’s
roster report


Figure 4: View an organization’s individual members via the company
roster report.

10. Corporate Membership Management


Frequently Asked Questions

❖FAQ: How do I delete
individual Members from a
Corporate Membership?
➢The best method for keeping
historical records is actually to
expire an individual member
that is associated with the
organization in question. You
can then downgrade their
profile permissions accordingly.
➢If you must delete a record,
access the roster report of the
company, and under the
Options menu, select “delete”.
Figure 5: Delete members associated with an organization directly via the
company roster report, or, to retain their membership record, expire them instead.

11. Corporate Membership Management


Frequently Asked Questions

❖FAQ: How do I control who sees Corporate
Members?
➢Navigate to your Corporate Membership settings to set
appropriate privacy:
■If the Corporate Members are public, set
“Anonymous Searching Corporate Members” to True.
●Remember, you can set Memberships to
private and still allow them to have a Directory
listing with more/less/different information
displayed if “Corporate Memberships Get
Listed in Directories” is set to True.
■If Corporate Members should be viewable to
Members, set “Members Searching Corporate
Members” to True
Figure 6: Configure your Corporate Membership
privacy, among other things, in your settings.

12. Corporate Membership Management


Frequently Asked Questions

❖FAQ: Who are custom automated notices sent to?
➢In your Individual Membership settings, you will find a setting that dictates who can renew, and
thus who will receive expiry and renewal notices.
■If the setting “Allow Organizational Members Renew” is set to True, the individuals of an
organization can renew themselves. If false, only reps or site admin can.
Figure 7: In the Individual
Memberships settings, Configure
who receives the custom join,
expiry and renewal notices for
Corporate Memberships - the
individuals themselves, or corporate
reps.

13. Corporate Membership Management


Frequently Asked Questions

❖FAQ: How do I check to make sure
my automated notices are being
sent?
➢Navigate to your admin backend
“Corporate Memberships” section.
■Click on “Member Notices”
■Under the Notice you’d like to
check, select “View logs” to
confirm emails have been sent
from your website to the
appropriate members.
Figure 8: View logs of automated member notices sent from
your Tendenci site via the admin backend.