Corporate Memberships
Documentation > Corporate Memberships
Corporate memberships are when a company is the member. Mition caters for this using a combination of the Supplier module and our User Management (Member) module.
A user must be a signatory for the company, they are responsible for paying all invoices and communications. Often this is a Treasurer, CFO or CEO.
Create an entry in the Supplier (or Organisation) module, e.g. Company XYZ and add an address. Then create a new User e.g .Bob Jones. Go into Suppliers and connect Company XYZ as an ADMIN. Add the subscription for this company to this user.
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.
Then 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 company name, user (remove/add) as well as any settings such as whether to include in any supplier 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 add 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.
Setup: 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 in a suppliers account, to add the email domain extension, for example fo mition, we use the email extension mition.com. Add that to each supplier. Then add a workflow that automatically registers users based on their email extension.
Setup: 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.
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, 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. So 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 in an Auto email.