Any member that signs up as a corporate account membership will become a parent member for this membership. This means they will pay for and offer subscriptions to employees or program participants.
Managing Sub-accounts
Both the WordPress Admin and the corporate account user can manage sub-accounts.
Detail on How it Works:
Managing Sub-accounts as the Corporate Member
After a corporate user subscribes for a corporate account membership, they will be able to see a new link option on their Account page > Subscriptions tab. This link option is called “Sub Accounts” and will look like this for the corporate member:
Clicking on that link will reveal the corporate account information for that subscription like the image below:
X of X Sub Accounts Used – Here, the user will see how many of their allocated sub-accounts have been used. An example may be: 10 of 20 Sub Accounts Used.
Add Sub Account (button) – Clicking this button will reveal a form with the following details:
Existing Username: Your corporate user can use this entry form to put the username of an existing user on your site to add that user under their corporate membership. The field does not support entry of the user’s email, or move an existing user if they are currently associated with another corporate account.
– OR – (under this header, your corporate user can use the entries to create a new WordPress user to be added under their account)
Username: (Required) Used to enter the username that will be associated with the sub-account. Please note that usernames cannot be changed once submitted, so it’s important that this is entered correctly.
Email: (Required) Enter the email to be associated with the sub-account. The new members’ welcome email will be sent to this email if that option is enabled below.
First Name: (Optional) Used to enter the first name of the user as needed.
Last Name: (Optional) Used to enter the last name of the user as needed.
Send NEW members the welcome email: (Optional) Check the checkbox next to this option to send the sub-account Welcome Email that appears in the MemberPress > Settings > Emails tab > Member Notices section > at the very top after you have installed and activated the Corporate Accounts add-on. This email can be edited there as well by the site admin. The email is sent to the email entered above.
Search Sub Accounts – Corporate account can use this search bar to search for sub-accounts in the table below it instead of manually searching each page. For best results, search by username or email.
Sub Accounts table – Here, your corporate account user will be able to see all sub-accounts associated with their Corporate Account. The table will show the sub-account’s username, email, first name, last name, and also give the option to manually remove any sub-accounts with the “Remove” link next to each entry.
Previous/Next Page: The Corporate Account user can use these options to manually scroll through the pages of sub-account users.
Export Sub Accounts: Clicking on this option just below the sub-accounts table will export all sub-accounts associated with the Corporate Account user.
Signup URL – This is a simple URL that the Corporate Account user can copy and send to anyone they would like to subscribe under their membership. Use the clipboard icon to easily copy it.
Import Sub Accounts via CSV – The Corporate Account holder can use this section to import a previously created comma delimited CSV file with a maximum of 200 sub-account entries. Additionally they can enable or disable the following emails:Send NEW members a password reset link (does not email existing members): Sends the user a simple password reset link. Your Corporate Account user should use this option if they don’t already know the sub-accounts passwords. This is because the welcome email cannot include any password information. Send NEW members the welcome email if they haven’t received it already for the membership: This is the same welcome email mentioned above in the “Add Sub Account (button)” section.
Formatting the Sub Accounts CSV File
The only fields needed for the CSV are:
* Username (“username”)
* Email (“email”)
* First name (“first_name”)
* Last name (“last_name”)
Here’s a link to a sample corporate sub-account member import file: Corporate Account Sub Accounts (CSV)
