A membership connects a person to a membership group. Each membership includes an effective date, expiry date, and status. The process of joining the group can vary - users may be added automatically via a data feed, manually added, or automatically populated based on group criteria. Alternatively, users can join by purchasing a membership, opting into a mailing list, or being elected to a position within the group.
In the Person Memberships window, you can manage a user's memberships. You can add new ones, look at groups they're eligible for, suspend, reactivate, or expire their memberships, and review the membership history, for example, who added them to a particular membership group.
You can access this feature from your MSL Admin site. Only Super Admins with Membership Admins or Site Admins permissions can access the Person Memberships window.
For further information, see People Overview.
Memberships Fields
This table lists and explains the fields on the Memberships window.
| Field Name | Definition |
|---|---|
| Add Membership | Click to display the Add Membership dialog. Here, you can add memberships to the user's account and set the start and end dates. |
| Potential Memberships | Click to open the Potential Memberships window. Here, you'll find a list of organisations, groups, and their IDs for the groups that the user qualifies for membership. |
| Refresh | Click to reload the Person Memberships window. |
| Suspend | Click to pause an active Membership. |
| Activate | Click to reinstate a suspended Membership. |
| Expire | Click to end an active or suspended Membership. |
| Reactivate | Click to renew an expired Membership. |
| Delete | Click to permanently delete a Membership, regardless of its status (pending, active, suspended, or expired) from a user's account. |
| Organisation Type | This is the specific kind of Organisation to which the user belongs. The options are any Organisation group types you might have set up e.g. 'Club', 'Campaign', 'Representation Group'. |
| Organisation | This is the name of the Organisation to which the Membership Group belongs, e.g. 'Chess', 'Athletic Union', 'Representation'. |
| Group | This is the particular Membership Group the user belongs to. |
| (Membership) Type | This is the specific kind of Group to which the user belongs. The options are any Membership group types you might have set up, e.g. 'Membership', 'List', 'Committee Membership', 'Role'. |
| Category | This is the classification of the Group. The options are any categories you might have added within each Membership's group type, e.g. 'Standard Membership', 'President'. |
| (Membership) Status | This indicates the current state of the Membership. The options are:
|
| Effective Date | This is the date the Membership becomes active. |
| Expiry Date | This is the date the Membership ends. If this field is blank, the membership lasts indefinitely. |
| Bypass Requirements Check | Select the Bypass Requirements checkbox to add a person to a group regardless of whether they meet the requirements set. This field is displayed only in the Add Membership dialog. |
History ( ) | Click to open the History dialog. Here, you can view all status changes made to the Membership, along with the date, time, and username of the user who made the changes. |
Membership Properties ( ) | Click to open the Membership Properties dialog. Here, you can view details such as the person associated with the Membership, the organisation and group name, membership status, and the effective and expiry dates. You can also edit the effective and expiry dates from this dialog. |