What Group Membership does a Contact belongs to?
Who else are the Members of this Contact’s Group Membership?
The steps to answer both of those questions will follow below! If you are unfamiliar with Group Memberships in Member365, consult this Knowledge Base article first.
What Group does this Member Belong to?
If you are looking at someone’s Contact Record and they are listed as an ‘Employee Account’, that means they are a part of a Group Membership.
In Member365, each Group Membership has a corresponding ‘Member Organization’ field that ties to its Primary Contact.
In our example, this sample Contact is a Group Member for ‘XYZ Organization’. As we can see, anyone can be added to any Group Membership regardless of their personal ‘Organization Name’ field.
After clicking on the Member Organization field, click ‘Related Contacts’ on the left-hand side of the page. Look for the Membership Category name, and look for the Contact whose name has a green check-mark symbol in its column.
We now know that our sample Contact is a Group Member with ‘XYZ Organization’, and that this Group Membership is managed by ‘John Smith’!
Who are the Members of this Group?
If you are looking at someone’s Contact Record, and if they belong to a Group Membership but are not an Employee Account, then you are looking at a Primary Contact.
Primary Contacts are responsible for managing a Group Membership on behalf of its Members.
To see who else belongs to this Primary Contact’s Group, click ‘Organization’ on the left-hand side of their Contact Record.
You can then view a list of Group Members (‘Employee Accounts’) managed by this Contact by clicking the ‘Employee Accounts’ button on the left-hand side of the page that follows!
Congratulations, you now know how to determine which Group an Employee Account belongs to, and you know how to find the list of Employee Accounts for a given Group!