Manage memberships and covered members

Use the member list under Admin Settings → Memberships to find an enrollment. A contact can contain several individuals; select the actual person who should be the primary member.

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Add a membership manually

1. Open the member list and choose the new-member action.
2. Under Tier & schedule, choose the tier and available schedule options.
3. Under Primary individual, search by name or email and select the correct person and household.
4. Add any Additional members permitted by the tier. Check the selected roster rather than assuming every household member is included.
5. Complete Term details, review the dates and status, then save.
6. Open the resulting membership to confirm the primary individual, covered members, term, and linked gifts.

Manual record entry should not be treated as proof of a collected online payment. Use an enrollment form for supporter self-service payment and verify the payment outcome separately.

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Review an existing membership

Search the member list, open the enrollment, and review its status and term before making changes. Check linked gifts when resolving a payment question. For an externally managed payment subscription, confirm the actual subscription status before telling a member future billing has stopped.

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Troubleshooting

• Person cannot be found: check the contact’s individuals and search email; create the appropriate person first if needed.
• Too many covered members: compare the roster with the selected tier’s limit.
• Duplicate enrollment suspected: search the primary individual and review existing memberships before creating another.
• Dates or payment status do not agree: capture the membership and payment details for Get support; do not delete financial history to correct a display problem.

Use membership reports to review active and expiring enrollments.