Membership Level Purchase Constraint
Introduction
Admin's can control membership level requirements by determining if they are obeyed at the Account Level, Participant Level, or require both the Account and Participant to have the required membership level to complete the purchase.
Getting Started
To change the enforcement of membership levels navigate to Settings> Setup> Configuration
Account and Participant Configuration
When the configuration is set to "Account and Participant" and the product is set with a Participant Per of 0, it looks at the account membership level to determine if they can add to cart.
When a product is set with a Participant Per of 1 or >1 it looks at the levels of the selected participant(s) registered as well as the account to determine if they can add the product to the cart. This enforcement option is the legacy behavior.
Example: Sharon offers a weekly class at her local gym. Due to the high demand she anticipates, Sharon wants to allow only Participants that have purchased the gym's gold membership level to be able to register. She has also released a Members only store area with clothing and equipment. Since Sharon knows that when a Participant receives a Membership Level in Configio it is also reflected on the account, the gym would set their configuration to "Account and Participant". This would require each participant for the class product that has a Participant Per of one to have the required Gold membership in order to register for the weekly class. The merchandise products in the store are a Participant Per of zero, so any account that has a Participant with the Gold Membership Level will be able to purchase the items.
Account Only Configuration
When the configuration is set to "Account Only"; only the Accounts Membership Level to determine if the product can be added to cart regardless of the Participant Per setting on the Product.
Example:
Jane runs a lakefront boat rental company and offers family memberships that provides discounts and exclusive access to activities. Since Jane wants every participant in a family to benefit from the Membership, she sets her Membership Level Enforcement to 'Account Only'. When the enforcement is done only at the account level, any participant within the account can be registered for a product with a Participant Per of 1 or >1 since enforcement is looking only at the Account.
Participant Only Configuration
When the configuration is set to "Participant Only" and the product is set with a Participant Per of 1 or >1 it looks at the membership level of each participant to determine if they can add the product to cart. This was created for a custom integration solution.
Updated 6/2019
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