Managing a person profile's memberships

What are memberships?

In LibCRM, a membership allows you to track how a person and an organization are connected. For example:

  • Person A is an employee of Organization B
  • Person C is director of Organization D
  • Person E is a member of Organization F

Before you can create a membership:

  • An admin must add one or more terms to the Membership Types category.
  • Each person and organization you want to connect must have a profile in LibCRM

Example of memberships added to a profile

Getting there

  1. In the command bar, click on Profiles.
  2. Select People from the dropdown menu.
  3. To view a person's profile, click on their name in the Name column.
    1. Use the search box to filter the list of profiles by name or email address.
    2. Use the page controls to change how may profiles display at once and to navigate between pages.
    3. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.

Selecting Profiles form the command bar

Adding a membership

  1. While viewing a person's profile, click on the New Membership button in the Current list of Memberships box.

Clicking the New Membership button

  1. From the Membership Type dropdown, select the appropriate membership term for these profiles.
    • The available terms are determined by your admin.
    • The term you select will be used with all of the organization profiles you selected.
  2. In the Membership with field, click on Select Profiles and start typing the name of the organization.
  3. Once you find the correct organization, click on it. Repeat Step 3 to add memberships with additional organizations.
  4. Click the Save button. This will add the membership to the current person's profile, as well as the organization profile(s) selected in the Membership with field.

Selecting organization profiles

Edit or delete a membership

  1. To edit an existing membership, click on its edit icon in the Actions column.
  2. To remove a membership, click on its delete_forever icon in the Actions column. This will remove the relationship from both the person's and organization's profile.

The Edit and Delete options

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