How to Remove Someone from a Group Membership

This article will show you how to remove a Contact from an Organization’s Group Membership.

Administrators and Primary Contacts can remove Contacts from a Group Membership in Member365.

If the Contact you wish to remove is the Primary Contact for the Organization’s Group Membership, you will need to assign Primary Contact to someone else before proceeding. Consult this Knowledge Base article for more information.

Method 1: As An Administrator

The following steps will show you how to remove contacts from a Group Membership as an Administrator.

Access the Organization Record

1. From the Member365 Administrator Dashboard, type the name or email of the contact you wish to remove in the search bar at the top of the page.

Image of the search bar at the top of the page.

2. Click the contact’s name from the results that appear.

Click the contact from the search results to access their Contact Record.

3. On the Contact Record, click ‘Organization’ on the left of the screen.

Image indicating the 'Organization' link on a Contact Record.

Delete the Employee Account

4. Click ‘Employee Accounts’ on the left of the page.

Image indicating the 'Employee Accounts' link on an Organization Record.

5. Find the Contact in the list, then click the trash icon next to their name or email to delete their Employee Account.

Image indicating the trash icon next to a Contact in the Employee Accounts list. Click it to remove the Contact from the Group Membership.

Deleting an Employee Account simply removes the Contact from the Group Membership. Their Contact Record and any data associated to them will remain in the system

Method 2: Through the Impersonate Tool

The following steps use the Impersonate tool to replicate how a Primary Contact would remove contacts from the Group Membership themselves.

Impersonating the Primary Contact

1. Consult this Knowledge Base article to determine the Primary Contact for an Organization’s Group Membership.

2. From the Related Contacts page, click the name of the Organization’s Primary Contact.

Imagine indicating an Organization's Primary Contact on the Related Contacts page for an Organization.

3. From the Contact Record, click ‘Impersonate’ on the left side of the page.

Image indicating the 'Impersonate' link on a Contact Record.

Members without Portal Access do not have an ‘Impersonate’ link on their profile. If you cannot impersonate a member, it is because they do not have Member Portal Access. Consult this Knowledge Base article if you ever need to grant Portal Access to a member.

Deleting Employee Accounts

4. Now that you are Impersonating the member, click ‘My Account’ on the bar at the top of the screen.

5. Click ‘Employee Accounts’ from the drop-down menu that appears.

Image showing the 'Employee Accounts' option from the drop-down menu that appears after clicking 'My Account' when Impersonating a member.

6. The following page will display any Group Memberships for which the member is a Primary Contact. In our example, we are Impersonating the Primary Contact for a membership named ‘Group Membership’.

Image displaying what the Primary Contact sees when clicking the 'Employee Accounts' button in the previous step. Memberships for which they are the Primary Contact will be displayed.

7. Locate the contact you wish to remove from the Group Membership, then click the trash icon next to their name or email.

Image showing what the Primary Contact sees when viewing the Employee Accounts for their Group Membership. They would click the trash icon next to the Contact they wish to delete to remove them from the Group Membership.

Deleting an Employee Account only ever removes that Contact from the Group Membership. Their Contact Record will be preserved, as will any other data that is associated to them in the system.

8. When you are done, click the ‘Back to CRM’ link at the very top of the screen to return to the Administrator Dashboard.

Congratulations, you can now remove Contacts from a Group Membership!

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