We often receive questions regarding Employee Accounts and Related Contacts: what’s the difference? This article aims to clear up any confusion between those two different Contact Types.
Employee Accounts are members.
Group Memberships have one Primary Contact. The Primary Contact is responsible for management on behalf of the group. Every other Contact in a Group Membership is labeled as an ‘Employee Account’.
Think of Employee Accounts as simply ‘Group Members’. It is just the term used to differentiate between a group’s Primary Contact, and its regular members.
For more information on Employee Accounts, and for tips on working with them in Member365, consult this Knowledge Base article.
Related Contacts may or may not be members.
When Contacts are added to your system, there is a field to enter their ‘Organization Name’. Organizations are added to your system when Contacts sign up with its name.
Every Organization in your copy of Member365 has a Related Contacts list. This list simply checks user profiles for the ‘Organization Name’ field.
Contacts whose profiles share an Organization Name will be Related Contacts for each other, and for the corresponding Organization.
That one field in the Contact Record is the only criterion to determine whether someone is a Related Contact. Your users can be Related Contacts for each other, and for their Organizations, regardless of their Membership Status.
For more information on Related Contacts, continue reading here.
Congratulations, you now know the difference between Employee Accounts and Related Contacts!