Organization Membership Management | Assign Memberships to Accounts

Membership Flow Down

Introduction

Memberships can be added to organizations. The memberships will flow down to all accounts that are primarily affiliated with the organization. This allows the accounts under an organization to share the benefits of the membership. If a membership is removed from the organization, or the account's primary affiliation changes, then the membership is removed from the account.

Manually Adding a Membership to an Organization

Log into your administrative console go to Accounts. Search for the organization's name. Ensure that the "Organization" filter is checked.


 
Search for the organization by name and select it.

 
This returns the organization's account page. Select the Memberships button.

 
Add a checkmark next to the desired membership level and close the modal.

 
The organization now has the membership. You can return to add more memberships, or update the existing membership.

 
The membership flows down to accounts that are primarily affiliated with the organization.


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