Primary Contacts in Member365 relate to Group Memberships. If you are not familiar with Group Memberships, consult this Knowledge Base article for context.
Only one Contact is responsible for managing a Group Membership on behalf of their organization, family, or team. We refer to this member as the ‘Primary Contact’ for the Group Membership.
What does the Primary Contact do?
The Primary Contact submits the Membership Application and subsequent Membership Renewals on behalf of the group.
The Primary Contact is responsible for the payment of any and all Membership Fees on behalf of the group.
The Primary Contact is responsible for adding and removing members from their Group Membership.
The primary Contact will receive all email correspondence regarding Membership Status from Member365.
Primary Contact vs Employee Accounts
You can think of an ‘Employee Account’ as a basic group member. Read this Knowledge Base article for more information.
A Primary Contact manages their Employee Accounts. The Primary Contact is the sole representative on behalf of the group; the Employee Accounts are the rest of the group members.
Can a Group Membership have more than one Primary Contact?
No. Each Primary Contact represents an entire Group Membership. Members are added underneath a Primary Contact.
You can think of the Primary Contact like a tree trunk, and the Employee Accounts as branches. It’s not possible for two Primary Contacts to exist on the same membership.
How do I know who the Primary Contact is for a group?
Determining the Primary Contact for a Group Membership is easy! Consult this Knowledge Base article to learn how.
Can a Primary Contact be changed?
Yes! To learn how to change a Primary Contact, consult this Knowledge Base article.
How does the Primary Contact add members to their group?
We have a Knowledge Base article detailing the steps a Primary Contact would follow when populating their Group Membership.
How does the Primary Contact remove members from their group?
We also have a Knowledge Base article that details how a Primary Contact would remove members from their group!
Congratulations, you can now define what a Primary Contact is in Member365!