How To Manually Change Primary Members

Navigating To Membership Manager V2

1.A - Login to thewebconsole, from the dashboard click Membership manager v2.

1.B - From Membership manager v2 select Memberships.

1.C - From Memberships find the Membership that requires updating, once found click edit.


Changing Details

2.A - From this screen click the Members Tab.

2.B - Select a new member to set as the primary and click the “Set As Primary” button.

2.C - If the new primary member is not currently added to the membership click “Add New Member” to manually add them from admin level.


Manually Add New Member

3.A - Select a contact to add to add as a member, if the contact is not yet created click “new” and fill out the contact details on the following screen, once entered click save.

3.B - Set the status, if the membership is up to date with payments simply choose “Active”.

3.C - Check the option “Return to Membership Details” and click save.


Notes

4.A - If the old primary is no longer part of the Membership, select the old primary member and click “delete”, note this will completely and irreversibly remove them from the Membership tool.

Last Modified: 29 June 2022
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