When you assign a membership to a business, the business staff will also be activated and associated to the membership IF the membership type is set for Inheritance Type = Full Inheritance. If the membership type is set to "Owner Only" only the owner of the membership will be activated.
If you wish to change, add, or remove the individuals attached to an organization's membership:
- On the Overview tab, click the
icon in the Memberships section.
-
- Click Related Contacts.
-
- Click the
and select the desired contact from the drop-down list to add a new contact to the membership; click the
to remove a contact from the membership; or select the desired contact from the drop-down list to change a contact.
- Click Done.